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Form990-PF Department of the Treasury Internal Revenue Service Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation Note· The or amzat,on ma be able to use a cop ofth,s return to sat,sf state re OMB No 1545-0052 ortmg re u,rements ~@05 For calendar year 2005, or tax year beginning , 2005, and ending G Check'all that apply I I ln1t1al return I I Final return Name of organization Use the IRS label. DAVID H. KOCH CHARITABLE FOUNDATION I I Amended return I I Address change I I Name change A Employer ident1ficat1on number 48-0926946 Otherwise, Number and street (or PO box number 1fma1l1snot delivered to street address) Room/suite B Telephone number (see page 10 of the instructions) print or type See Specific 1-4"-'1=-'1=-'1=-:=:E..:... --=3...;.7--=Tc.:.H=--=S~T=-=- . ....cN:..:....:... ------------------'-------....._----= (3=1..o:6:.Ll---'8::..:2=-8=----=-5-=5..o:5c:: lnstruct - 10 ns. City or town, state, and ZIP code C II exemption application 1s ........ tj pending, check here • • • • • WICHITA KS 67220-3203 H Check type of organization lxJ Section 501 (cl.@2 exempt private foundation n Section 4947(a)(1) nonexemot charitable trust I I Other taxable private foundation D 1 Foreign orgamzat1ons. check here 2 Foreign organ1zat1ons meeting the 85% test check here and attach computat1on • • • • • • • E If private toundatron status was terminated o I Fair market value of all assets at end J Accounting method LJ Cash lxJ Accrual undersection 507(b)(1J(A). check here ..... of year (from Part II, co/ (c), /,ne D Other (specify) _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ F 16)..,.. $ 5. 008 167. (Part I, column (d) must be on cash basis) 1:1n1•• Analysis of Revenue and Expenses (The total of amounts ,n columns (b), (c), and (d) may not necessar,ly equal the amounts m column (a) (see page 11 of the mstruct,ons)) (a) Revenue and expenses per books 5 000.000. (b) Net investment income If the foundation IS In a 60-month terminatton n under section 507(b)(1)(B) check here • .... (c) Ad1usted net income (d) Disbursements for charitable purposes (cash basis onlvl 1 2 3 4 Contr1but1onolfts grants etc received (attach schedule) Ch k ...._ 1f the foundal1on 1s not required to ec ...- attachSch B 1-----------+-----------l---------+---------- lnleresl on savings and temporary cash investments D1v1dendsand interest from securities l, 382. l, 382. STMT 1 5 a Gross rents . . . . . b Net rental income or (loss)--------- i-----------11-----------+-----------t---------- I 6 a Net gain or (loss) from saleof assetsnot on line 10 b Gross salespricefor all ~7 c:,B assets on line 6a Capital gain net income (from Part IV, line 2) Net short-term capital gain 9 Z 10a ::, --, Income mod1f1cations · · Grosssalesless returns I and allowances · · · · , 1----------t---------+----------+----------1----------- b Less Cost of goodssold L J c Gross profit or (loss) (attach schedule) UJ 11 Other income (attach schedule) ••• 12 Total. Add Imes 1 throuah 11 •••• <( 13 Compensation of officers, directors, trustees, etc 14 Other employee salaries and wages u, 15 c: 8_ 16a Pension plans, employee benefits • • . • Legal fees (attach schedule) ••••••• b Accounting fees (attach schedule)S.T!1:J.'. 4 CII > ;: c Other professional fees (attach sclS!Jlllfll). 3 "' 17 .. Interest •.•••••••.••.••.•• 5.001.382. l, 949. 5,124. 39. 1. 382. NONE 1. 949. NONE 4 949. 189. - UI 18 c E 19 Taxes (attach schedule) (seepage 14 oflhe 1nstruct,on,i} .,_i--------~2'--8--t. ,-----------+-----------t---------- Deprec1at1on (attach schedule) and depletion 20 "O 21 c Ill 22 Cl c 23 ;: r!! 24 CII D. Occupancy •••••••••••• Travel, conferences, and meetings • Pnntmg and pubhcat1ons • • • • • Other expenses (attach schedule) !:\TM'l'. !l Total operating and administrative expenses. Add Imes 13 through 23 • • • . • • • • • • 4,431. 4, 431. 11. 571. NONE NONE 11 518. O 25 Contributions, gifts, AMWS-llaKII-:.--:-. -:.,--;-. ~.:-:-.-:-. t;::.::.::.::.=it------i-----------+-----------11----------- Total exoenses and dlsbu ements ~,;;rQ~L\I~ n 26 11, 571. NONE NONE 11 518. , ___ . - 27 Subtract hne 26 fror hn~·g...:-------+--, U 0 a Excess of revenue over ex <aJ s a1lA5J;/'rs\mefs '} lrfl,. 9 8 9 811 • b Net investment inco If rliltklve,-'enMr -'e~"1-o- ..... ,~n':-+-------11------=1'-'.C.3~a.;2c..c. _________ -+---------- c Adiusted net mcomt (1f ·---""- a::: JSA For Privacy Act and Papel"II ork ROOflft('ttt:Jsfe the 11strucllons. * * STMT 4 5E14102000 Form 990-PF (2005) 14352G K932 05/10/2006 08:42:41 V05-6 85652
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David H Koch Charitable Foundation 480926946 2005 024427C8

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Page 1: David H Koch Charitable Foundation 480926946 2005 024427C8

Form990-PF Department of the Treasury Internal Revenue Service

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

Treated as a Private Foundation Note· The or amzat,on ma be able to use a cop ofth,s return to sat,sf state re

OMB No 1545-0052

ortmg re u,rements ~@05 For calendar year 2005, or tax year beginning , 2005, and ending

G Check'all that apply I I ln1t1al return I I Final return

Name of organization

Use the IRS label. DAVID H. KOCH CHARITABLE FOUNDATION

I I Amended return I I Address change I I Name change

A Employer ident1ficat1on number

48-0926946 Otherwise, Number and street (or PO box number 1f ma1l 1s not delivered to street address) Room/suite B Telephone number (see page 10 of

the instructions) print or type

See Specific 1-4"-'1=-'1=-'1=-:=:E..:... --=3...;.7--=Tc.:.H=--=S~T=-=-. ....cN:..:....:... ------------------'-------....._----= (3=1..o:6:.Ll---'8::..:2=-8=----=-5-=5..o:5c:::2:....-~ lnstruct -10ns. City or town, state, and ZIP code C II exemption application 1s ........ tj

pending, check here • • • • • •

WICHITA KS 67220-3203

H Check type of organization lxJ Section 501 (cl.@2 exempt private foundation

n Section 4947(a)(1) nonexemot charitable trust I I Other taxable private foundation

D 1 Foreign orgamzat1ons. check here

2 Foreign organ1zat1ons meeting the 85% test check here and attach computat1on • • • • • • • •

E If private toundatron status was terminated o I Fair market value of all assets at end J Accounting method LJ Cash lxJ Accrual under section 507(b)(1J(A). check here .....

of year (from Part II, co/ (c), /,ne D Other (specify) _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ F

16)..,.. $ 5. 008 167. (Part I, column (d) must be on cash basis)

1:1n1•• Analysis of Revenue and Expenses (The total of amounts ,n columns (b), (c), and (d) may not necessar,ly equal the amounts m column (a) (see page 11 of the mstruct,ons))

(a) Revenue and expenses per

books

5 000.000.

(b) Net investment income

If the foundation IS In a 60-month terminatton n under section 507(b)(1)(B) check here • ....

(c) Ad1usted net income

(d) Disbursements for charitable

purposes (cash basis onlvl

1

2

3

4

Contr1but1onolfts grants etc received (attach schedule) •

Ch k ...._ 1f the foundal1on 1s not required to

ec ...- attach Sch B 1-----------+-----------l---------+----------lnleresl on savings and temporary cash investments

D1v1dends and interest from securities l, 382. l, 382. STMT 1

5 a Gross rents . . . . . •

b Net rental income or (loss)--------- i-----------11-----------+-----------t----------

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

b Gross sales price for all

~7 c:,B

assets on line 6a Capital gain net income (from Part IV, line 2)

Net short-term capital gain

9 Z 10a ::, --,

Income mod1f1cations · · Gross sales less returns I and allowances · · · · , 1----------t---------+----------+----------1----------­

b Less Cost of goods sold

L J c Gross profit or (loss) (attach schedule)

UJ 11 Other income (attach schedule) •••

~ 12 Total. Add Imes 1 throuah 11 ••••

<( 13 Compensation of officers, directors, trustees, etc

14 Other employee salaries and wages

u, 15 c: 8_ 16a

Pension plans, employee benefits • • . •

Legal fees (attach schedule) •••••••

~ b Accounting fees (attach schedule)S.T!1:J.'. 4 CII > ;:

c Other professional fees (attach sclS!Jlllfll). 3

"' 17 .. Interest •.•••••••.••.••.••

5.001.382.

l, 949.

5,124.

39.

1. 382.

NONE

1. 949.

NONE 4 949.

189.

-UI 18 c E 19

Taxes (attach schedule) (see page 14 oflhe 1nstruct,on,i} .,_i--------~2'--8--t. ,-----------+-----------t---------­Deprec1at1on (attach schedule) and depletion

~ 20 "O 21 c Ill 22 Cl c 23 ;: r!! 24 CII D.

Occupancy ••••••••••••

Travel, conferences, and meetings •

Pnntmg and pubhcat1ons • • • • •

Other expenses (attach schedule) !:\TM'l'. !l Total operating and administrative expenses.

Add Imes 13 through 23 • • • . • • • • • •

4,431. 4, 431.

11. 571. NONE NONE 11 518. O 25 Contributions, gifts, AMWS-llaKII-:.--:-. -:.,--;-. ~.:-:-.-:-. t;::.::.::.::.=it------i-----------+-----------11----------­

Total exoenses and dlsbu ements ~,;;rQ~L\I~ n 26 11, 571. NONE NONE 11 518. , ___ . -27 Subtract hne 26 fror hn~·g...:-------+--, U

0

a Excess of revenue over ex <aJ s a1lA5J;/'rs\mefs '} lrfl,. ~ 9 8 9 811 •

b Net investment inco ~ If rliltklve,-'enMr -'e~"1-o-..... ,~n':-+-------11------=1'-'.C.3~a.;2c..c. _________ -+----------c Adiusted net mcomt (1f ·---""- ~ a:::

JSA For Privacy Act and Papel"II ork ROOflft('ttt:Jsfe the 11strucllons. * * STMT 4

5E14102000

Form 990-PF (2005)

14352G K932 05/10/2006 08:42:41 V05-6 85652

Page 2: David H Koch Charitable Foundation 480926946 2005 024427C8

Form 990-PF (2005) 48-092 6 6 94 PaQe 2

lillHII Balance Sheets Attached schedules and amounts in the Bea1nmna of vear End of vear description column should be for

(a) Book Value (bl Book Value (c) Fair Market Value end-of-year amounts only (See instructions )

1 Cash - non-interest-bearing • .. NONE 3.126. 3.126. 2 Savings and temporary cash investments • 18 305. 5.005 041. 5 005 041. 3 Accounts receivable.,,..-----------------------

Less allowance for doubtful accounts .,,.. -------------4 Pledges receivable .... ------------------------

Less allowance for doubtful accounts .,,.. -------------5 Grants receivable .. 6 Receivables due from officers, directors, trustees, and other

d1squahf1ed persons (attach schedule) (see page 15 of the instructions)

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

Less allowance for doubtful accounts .,,.. -------------Ill 8 Inventories for sale or use .. ... GI 9 Prepaid expenses and deferred charges • Ill .. Ill

1 O a <( Investments - US and state government obligations (attach schedule)

b Investments - corporate stock (attach schedule) .

c Investments - corporate bonds (attach schedule) 11 Investments - land, buildings, .... and equipment basis -------------------Less accumulated deprec1at1on ....

(attach schedule) - - - - - - - - - - - - - - - - - - -12 Investments - mortgage loans

13 Investments - other (attach schedule) •• 14 Land. buildings, and .... equipment basis -------------------

Less accumulated deprec1at1on .... (attach schedule) - - - -------- --- - - - - - -

15 Other assets (descnbe .... ____________________ )

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

the instructions Also see paqe 1 1teml\. 18.305'. 5 008,167: 5.008.167: 17 Accounts payable and accrued expenses 427. 478~ 18 Grants payable .. . .

gj 19 Deferred revenue .. ~ 20 Loans from officers, directors, trustees. and other d1squahlied persons

~ 21 Mortgages and other notes payable (attach schedule) • :::; 22 Other hab1hlles (descnbe .... -------------------)

23 Total liabilities I add Imes 17 throuah 22) • 427. 478. Organizations that follow SFAS 117, check here .,,.lx_J and complete lines 24 through 26 and lines 30 and 31.

Ill 17 878. 5.007.689: ~ 24 Unrestricted •

; 25 Temporarily restncted . . .. ~ 26 Permanently restncted • .. "Cl Organizations that do not follow SFAS 117, c: ... o ::J check here and complete lines 27 through 31. LL

0 27 Capital stock, trust principal, or current funds .. !l 28 GI

Paid-in or capital surplus, or land, bldg • and equipment fund

:l 29 Retained earnings, accumulated income, endowment, or other funds •

~ 30 Total net assets or fund balances (see page 17 of the GI z instructions) • .. . .. 17,878. 5,007 689.

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

the instructions) • .. . . 18,305. 5 008,167.

1@1111 Analysis of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances at beginning of year - Part II. column (a). hne 30 (must agree with

end-of-year figure reported on prior year's return) . 1 17,878. 2 Enter amount from Part I. line 27a .... . ... . . . . .. . ..... . . . . . . . . . . 2 4, 989, 811. 3 Other increases not included m line 2 (1tem12e) .,,. _____________________________________ 3

4 Add Imes 1, 2. and 3 . . . . . .... . ... . . . . . ... . .... . . . . . . . . .. 4 5,007,689. 5 Decreases not included m line 2 (1tem12e) .,,. ________________________________________ 5 6 Total net assets or fund balances at end of year (line 4 minus hne 5) - Part II column (b). hne 30 ..... 6 5.007,689.

Form 990-PF (2005)

JSA 5E1420 1 000

14352G K932 05/03/2006 08:40:04 V05-6 85652

Page 3: David H Koch Charitable Foundation 480926946 2005 024427C8

JSA

Form 990-PF (2005) 4S-nn6Q.16 Page 3 ·~1 .. 1111111"-Capital Gains and Losses for Tax on Investment Income (a) List and describe the kmd(s) of property sold (e g , real estate,

ID) How (c) Date ~d) Date sold acquired acquired P-Pun:tlase mo, day, yr) ' 2-story brick warehouse, or common stock, 200 shs MLC Co) D-Oona!Jon (mo , day, yr )

fa b

c d e

(e) Gross sales pnce (f) Deprec1at1on allowed (g) Cost or other basis (h) Gain or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g)

a b

c d e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus

(i) FM V as of 12/31/69 0) Ad1usted basis (kl Excess of col (1) col (k), but not less than -0-) or as of 12/31/69 over col (J), 1f any Losses (from col. (h))

a b

c d e

2 Capital gain net income or (net cap~al loss) ..... { If gain, also enter 1n Part I, line 7 } If (loss), enter -0- 1n Part I, line 7 2

3 Net short-term capital gain or (loss) as defined 1n sectt0ns 1222(5) ard (6) If gain, also enter 1n Part I, line 8, column (c) (see pages 13 and 17 of the 1nstruct1ons) } If (loss), enter -0- 1n Part I, line 8 ............................... .. 3

•::.,m••-Qualification 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 organization liable for the section 4942 tax on the distributable amount of any year 1n the base perod?. . . • D Yes~ No If "Yes," the organization 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 instructions before making any entries

(a) (b) (c) (d) Base penod years Calendar year D1stnbut1on rabo

(or tax year beginning in) AdJusted qualifying d1stnbut1ons Net value of nonchantable-use assets (col (b) doVJded bv col (c)) 2004 8.899.' 13,600: 0.65433823529 2003 16, 218 •· 13.229.' 1.22594300401 2002 13,308.· 29,555.· 0.45027914059 2001 2,834 440. 77. 221.' 36.70555936857 2000 4,867,292.· 28. 956.· 168.09269236082

2 Total of line 1, column (d) ................................... . . 2 207.12881210928 3 Average d1stribut1on 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 in existence 1f less than 5 years ....... . . 3 41.42576242186 ·

4 Enter the net value of noncharitable-use assets for 2005 from Part X, line 5 4 218,181.· ..........

5 Multiply line 4 by line 3 5 9 038 314. ................... . . . . . . . . . . . . .. . . . .. 6 Enter 1% of net investment income (1% of Part I, line 27b) ................... 6 14:

7 Add lines 5 and 6 ................. 7 9.038,328. . . . . . . . - . . ... . .....

8 Enter qualifying d1stribut1ons from Part XII, line 4 _ ........................ 8 11 518 •• If line 8 ,s equal to or greater than line 7, check the box in Part VI, hne 1b, and complete that part using a 1% tax rate See the Part VI instructions on page 18

5E1430 1 000 Form 990-PF (2005)

14352G K932 05/03/2006 08:40:04 V05-6 85652

Page 4: David H Koch Charitable Foundation 480926946 2005 024427C8

JSA

Form 090-PF (2005) 4 8-0 92 6 94 6 Page 4 l'!J':TI••~• Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see oaae 18 of the instructions)

Date of ruling letter _________ (attach copy of ruling letter if necessary- see Instructions) _

1 a Exempt operating foundations descnbed in section 4940(d)(2), check here .... LJ and enter "N/A" on hne 1 _ }

b Domestic organizahons that meet the section 4940(e) requirements m Part V, check 1 2 8 .

. here .... D and enter 1 % of Part I, line 27b ••. _ ••. ____ .•••••••• _ ..•.•••••

2

3

4

5

6

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

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

Add Imes 1 and 2

Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)

Tax based on investment income. Subtract line 4 from line 3 If zero or less, enter -O­

Cred1tslPayments

a 2005 eshmated tax payments and 2004 overpayment credited to 2005 _6_a-1-----------1

b Exempt foreign organizahons - tax withheld at source . • . . . .

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

d Backup withholding erroneously withheld . . . . . . . • . • • •

6b

6c

6d

7 Total credits and payments Add Imes 6a through 6d . • • • • • . . .•••• , ••

8 Enter any penalty for underpayment of estimated tax Check here D 1f Form 2220 1s attached

9 Tax due. If the total of lines 5 and 8 1s more than hne 7, enter amount owed •.•••

1 O Overpayment If line 7 1s more than the total of lines 5 and 8, enter the amount overpaid

NONE NONE

....

.... 11 Enter the amount of hne 10 to be Credited to 2006 estimated tax .... Refunded ....

l:.F.f.ia•m,,11 Statements Regarding Activities

2

3 28. 4 NONE 5 28.

7 NON E 8

9 28. 10

11

Yes No 1 a During the tax year, did the organization attempt to influence any national, state, or local legislation or did

11 part1c1pate or intervene m any polihcal campaign? . • . . • • . . . • • • • • • • • • . • • • • • • •

b Did 11 spend more than $100 during the year (either directly or indirectly) for polihcal purposes (see page

19 of the mstruchons for definition)? • • • • . . • . • . . . . • . ••••••••••••••••••

If the answer 1s "Yes" to 1 a or 1 b, attach a detailed descnptton of the acttv1t1es and cq,1es of any matenals

pub/Jshed or d1stnbuted by the organization m connection with the act1v1t1es

• • • • • • • • • • f-'1;..;:a'-1---+--=x.:....

• • • • • • • • • • l--'1""b--1---1---"""x'--

1c x c Did the organ1zahon file Form 1120-POL for this year? . . . . . • . • • • • • • • • • • • • • •

d Enter the amount (1f any) of tax on political expenditures (section 4955) imposed dunng the year . . . . . . . . . . . . . . . -----+--

(1) On the organization .... $ (2) On organization managers .... $ ----------

e Enter the reimbursement (1f any) paid by the organization during the year for political expenditure tax imposed

on organization managers .... $ _________ _

2 Has the organization engaged m any achv1t1es that have not preVJously been reported to the IRS? • • • . • • •

If "Yes," attach a detailed descnpt,on of the act1v1t1es

3 Has the organization made any changes, not previously reported to the IRS, in its governing instrument, articles

of mcorporat1on, or bylaws, or other s1m1lar instruments? If "Yes,· attach a conformed copy of the changes

4a Did the organization have unrelated business gross income of $1,000 or more dunng the year?

b If "Yes," has 11 filed a tax return on Form 990-T for this year? •••••...•.•.•••

5 Was there a liqu1dat1on, termmahon, d1ssolut1on, or substantial contraction during the year? ••

If "Yes,• attach the statement reqwred by General Instruction T

6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either

• By language m the governing instrument, or

• By state leg1slat1on that effectively amends the governing instrument so that no mandatory directions

........

that conflict with the state law remain m the governing instrument? • • • • • • • • • • • • • • • • • • • • • • . • • •

7 Did the organizahon have at least $5,000 m assets at any time during the year? lf"Yes, • complete Part II, col (c), and Part XV.

Sa Enter the states to which the foundahon reports or with which 1t 1s registered (see page 19 of the

mstruct1ons) .... KS, ____________________________ ------------------------------------b If the answer 1s "Yes" to line 7, has the organization furnished a copy of Form 990-PF to the Attorney

2 x

3 x

4a x

4b NIA

5 x

6 x 7 x

General (or designate) of each state as required by General Instruct/On G? If "No, "attach explanation •••••

Is the organization claiming status as a private operating foundation within the meaning of section 4942(1)(3)

or 4942(1)(5) for calendar year 2005 or the taxable year beginning in 2005 (see instructions for Part XIV on

• • • • • • • • • i---=a'""b'--l-.......:x"'--1----9

page 26)? If "Yes,· complete Part XIV • • • • • • • • • • • • • • • • • • • • . • • • . • • • • • • • • • • 9 x 10 Did any persons become substantial contributors during the tax year? If "Yes,· attach a schedule /Jshng thetr names and addresses 10 x 11 Did the organization comply with the public inspection requirements for its annual returns and exemption apphcat1on? . . • 11 x

Web site address .... _____ NONE ___________________ -----------------------------------------------12 The books are 1n care of .... _ VONDA HOLLIMAN ----------------------- Telephone no .... __ 316-828-5552 _______ _

Located at .... 4111 _E. _37TH_ST. _N. _WICHITA.L KS ----------------- ZIP+4 .... 67220-3203 ___________

0 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in heu of Form 1041 -Check here ••••••••• NIA ....... .... and enter the amount of tax-exempt interest received or accrued dunng the year • . • • • • . • • • • • .... , 13 I

13

Form 990-PF (2005)

5E 1440 1 000

14352G K932 05/03/2006 08:40:04 V05-6 85652

Page 5: David H Koch Charitable Foundation 480926946 2005 024427C8

Form 990-PF (2005) 48-0926946 1:1:Ti&•JI!!:• Statements Regarding Activities for Which Form 4720 May Be Required

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 m the sale or exchange, or leasing of property with a d1squahfied person? ..

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept 11 from)

a disqualified person? • • • • . . . . . • . • • . • • . . . . • • • • . . . • . .

(3) Furnish goods, services. or fac1ht1es to (or accept them from) a d1squahf1ed person?

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? •.

(5) Transfer any income or assets to a d1squahfied person (or make any of either available

for the benefit or use of a d1squahfied person)? . . . . . . . • • • . . . . . . • . • •

(6) Agree to pay money or property to a government official? (Exception. Check "No"

0Yes

§Yes

Yes

Yes

0Yes

~

No

No

No

[i]No

1f the organization agreed to make a grant to or to employ the official for a period

after termination of government service, 1f term1nat1ng w1th1n 90 days) . • • • • • • • • . • • . D Yes Q No

b If any answer 1s "Yes" to 1 a(1 )-(6), did any of the acts fail to qualify under the exceptions descnbed m Regulations

section 53 4941 (d)-3 or In a current notice regarding disaster aSSISlance (see page 20 Of the lnSlruct1ons)?• •• • • ~ •

0

. • •

Organizations relying on a current notice regarding disaster assistance check here • • • • • • • . • •

c Did the organization engage m a prior year m any of the acts descnbed m 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning m 2005? . . • . . . . . . . • • . •

2 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private

operating foundation def med m section 4942())(3) or 4942())(5))

a At the end of tax year 2005, did the organization have any undistributed income (Imes 6d

and 6e, Part XIII) for tax year(s) beginning before 2005? . . . . • • • • • . . . . . • . • • • • . • D Yes Q No

lf"Yes,"listtheyears ~ ---------- ·--------- ·--------- ·---------

b Are there any years listed m 2a for which the organization 1s not applying the prov1s1ons of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year's und1stnbuted income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement - see page 20 of the 1nstrucllons ) . . . • • . . • •

c If the prov1s1ons of section 4942(a)(2) are being applied to any of the years listed 1n 2a, list the years here

~ ---------- ·--------- ·--------- ·---------3a Did the organization hold more than a 2% direct or indirect interest m any business D

enterprise at any time during the year? • • • . . . . . • • • • • • . . . . . . • • . • • • • • • • • Yes

b If ''Yes," did 1t have excess business holdings in 2005 as a result of (1) any purchase by the organization

or d1squahf1ed 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 20-year first phase holding period? (Use Schedule C, Fonn 4720, to detennme

if the organization had excess business hddmgs m 2005) • • • • . . . . • • • • • • • • • • • • • • •

[i]No

4a Did the organization invest during the year any amount m a manner that would 1eopard1ze its charitable purposes? . . . . .

b Did the organization make any investment m a prior year (but after December 31, 1969) that could 1eopard1ze its chantable

purpose that had not been removed from Jeopardy before the first day of the tax year beginning 1n 2005? •••.

Sa During the year did the organization pay or incur any amount to (1) Carry on propaganda, or otherwise attempt to influence leg1slat1on (section 4945(e))?

(2) Influence the outcome of any spec1f1c public election (see section 4955), or to carry

on, directly or indirectly, any voter reg1strat1on dnve? . • • • . • • • ••••••••

(3) Provide a grant to an ind1v1dual for travel, study, or other s1m1lar purposes? •..••

(4) Provide a grant to an organization other than a charitable, etc, organization descnbed

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? ••.•••••••••••••

(5) Provide for any purpose other than religious, charitable, sc1enllfic, literary, or

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

0Yes

0Yes

0Yes

0Yes

0Yes

b If any answer 1s ''Yes" to 5a(1 )-(5), did any of the transactions fail to qualify under the exceptions descnbed 1n

[i]No

[i)No

[x] No

1b

1c

2b

3b

4a

4b

Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 20 of the instructions)? •

0

• • • • • • Sb

Organizations relying on a current notice regarding disaster assistance check here • . • • • • • • • • . • • • ~ c If the answer is ''Yes" to question 5a(4), does the organization claim exemption from the D

tax because 11 maintained expenditure respons1b1hty for the grant? • . • ••••.•••••.• N/ P.. Yes

If "Yes,• attach the statement reqwred by Regulations section 53 4945-5(d)

6 a Did the organization, during the year, receive any funds, directly or 1nd1rectly, to pay

premiums on a personal benefit contract? ..•••••.••••••.•.•••••••• , • • • D Yes

b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ••••

If you answered "Yes" to 6b, also file Fann 8870

[i]No

Sb

Page5

Yes No

x

N/A

x

x

NIA

x

Form 990-PF (2005)

JSA 5E1450 1 000

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Page 6: David H Koch Charitable Foundation 480926946 2005 024427C8

JSA

48-0926946 Form 990-PF (2005) Page 6 l:JffiitJIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,

d c t t an on rac ors 1 List all officers, directors, trustees, foundation managers and their compensation (see page 21 of the instructions).

' (b) Title, and average (c) Compensation (d) Contnbut,ons to (e) Expense account. (a) Name and address hours per week (If not paid, enter employee benefit plans other allowances devoted to position -0-1 and deferred comoensa11on

-------------------------------------- . SEE STATEMENT 6 1. 94 9. NONE NONE

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

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

--------------------------------------2 Compensation of five highest-paid employees (other than those included on line 1 - see page 21 of the mstruct,ons).

If none, enter "NONE."

(a) Name and address of each employee paid more than $50,000

NONE-------------------------------_

(b) Title and average hours per week

devoted to pos1t1on (c) Compensation

(d) Contributions to employee benefit

plans and deferred compensation

(e) Expense account, other allowances

Total number of other employees paid over $50,000 ....................................... ~ I 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 (b) Type of service (c) Compensation

NONE----------------------------------------------_

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

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

Total number of others receiving over $50,000 for professional serv1ces ................ _ ............ ~ I NONE

hitft•&f+I Summary of Direct Charitable Activities

List the foundation's lour largest direct charitable act1vibes dunng the tax year Include relevant stabsbcal 1nforrnabon such as the number of organizations and other benefic1anes served, conferences convened, research papers produced. etc

1 __ NLA ______________________________________________________________________ _

2

3

4

Expenses

Form 990-PF (2005)

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Page 7: David H Koch Charitable Foundation 480926946 2005 024427C8

Form 990-PF(2005) 48-0926946 Page 7 1::1,1-.., ... :• Summary of Program-Related Investments (see page 22 of the instructions)

Describe the two largest program-related investments made by the foundation dunng the tax year on lines 1 and 2 Amount

1 _NONE_· -------------------------------------------------------------------

2

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

3 _ NONE---------------------------------------------------------------------

Total. Add Imes 1 throuoh 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~

•:.F.T~•·• Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see page 22 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 secunt1es 1a . . . . . . . . . . . . . . . . . . . . . . . . ... b Average of monthly cash balances .................... 1b . . c Fair market value of all other assets (see page 23 of the 1nstruct1ons) . 1c .. d Total (add Imes 1a, b, and c) ....................... 1d . . . . . . . . . . . . . . e Reduction claimed for blockage or other factors reported on hnes 1a and

1c (attach detailed explanation) I 1 e I ..................... 2 Acqu1s1t1on indebtedness applicable to hne 1 assets 2 . . . . . . ................... 3 Subtract hne 2 from hne 1d 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Cash deemed held for charitable activities Enter 1 112 % of hne 3 (for greater amount, see page 23

of the instructions) .............................................. 4

5 Net value of noncharitable-use assets. Subtract hne 4 from hne 3 Enter here and on Part V, hne 4 5 . . 6 Minimum investment return. Enter 5% of line 5 .............................. 6

i:Jffii:41 Distributable Amount (see page 23 of the instructions) (Section 4942(])(3) and (J)(5) private operatng . ~ n and do not complete this part) foundations and certain foreign organizations check here

1 Minimum investment return from Part X, hne 6 ................. . . . . . . . . . . . . . . 1

2a Tax on investment income for 2005 from Part VI, hne 5 ........ I 2a I 28. b Income tax for 2005 (This does not include the tax from Part VI). . . I 2 b I c Add Imes 2a and 2b 2c ................................ . . . . . . . . . . . . .

3 D1stnbutable amount before adjustments Subtract hne 2c from hne 1 ................... 3 4 Recoveries of amounts treated as qualifying d1stnbut1ons ......................... 4

5 Add Imes 3 and 4 5 .............................................. 6 Deduction from distributable amount (see page 24 of the instructions) ............... ... 6 7 Distributable amount as adjusted Subtract hne 6 from line 5 Enter here and on Part XIII,

line 1 .................................................. . . . 7

1:1fflQ1i Qualifying Distributions (see page 24 of the instructions)

1 Amounts paid (including adm1mstrat1ve expenses) to accomplish charitable, etc, purposes. a Expenses, contributions, gifts, etc - total from Part I, column (d), hne 26 .•......... 1a b Program-related investments - total from Part IX-B •..•....•..•......•.... 1b

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc,

purposes ............................... 2 ................ . . . . 3 Amounts set aside for specific charitable proJects that sat1Sfy the

a Su1tab1hty test (prior IRS approval required) la ................................ b Cash distribution test (attach the required scredule) 3b .......................

4 Qualifying distributions. Add Imes 1 a through 3b Enter here and on Part V, hne 8, and Part XIII, line 4 4 . . 5 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, hne 27b (see page 24 of the 1nstruct1ons) 5 . . . . . . . . . . . . . . . . .. 6 Adjusted qualifying distributions. Subtract hne 5 from hne 4 6 . . . . . . . . . . . . . . . . . . . . . .

NIA

Note: The amount on /me 6 will be used m Part V, co/urm (b}, in subsequent years vhen calculatmg vJ7ether the foundation quahf,es for the section 4940(e) reduction of tax m those years

221. 504 . .

NONE 221. 504 .

NONE 221. 504 .

3 323. 218,181 .

10.909.

10.909 .

28. 10, 881.

10 881.

10 881.

11 518.

NONE

NONE

NONE NONE

11.518 .

11. 518 .

Form 990-PF (2005)

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Page 8: David H Koch Charitable Foundation 480926946 2005 024427C8

Form 990-PF (2005) 48-0926946 Page 8

1:tfil3jj1 Undistributed Income (see page 24 of the instructions)

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

1 Distributable amount for 2005 from Part XI, Corpus Years pnor to 2004 2004 2005

lme7 ..•••••••..••......• 10 881. 2 Und1stnbuted income. 1f any, as of the end of 2004

a Enter amount for 2004 only ......... NONE b Total for pnor years 2003 NONE

3 Excess d1stnbut1ons carryover, 1f any, to 2005

a From 2000 4.865.900: b From 2001 2.830.64~. c From 2002 11 840'. d From 2003 15 560·. e From 2004 8. 221·. f Total of Imes 3a through e • . . . . . ..... 7.732.163:

4 Qualifying d1stnbut1ons for 2005 from Part

XJJ,line4 ..,..$ 11 518. -a Applied to 2004, but not more than line 2a •.. NONE

b Applied to undistributed income of pnor years (Election required - see page 25 of the instructions) ..

c Treated as d1stnbullons out of corpus (Election required - see page 25 of the instructions)

d Applied to 2005 distributable amount •.•••• 10 881. e Remaining amount distributed out of corpus .. 637.

5 Excess d1stnbullons carryover applied to 2005 (If an amount appears m column (d), the same amount must be shCMln m column (a))

6 Enter the net total of each column as indicated below:

a Corpus Add Imes 3f, 4c, and 4e Subtract hne 5 7 732 000·.

b Pnor years' undistributed income Subtract line 4b from line 2b NONE ..............

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 25 of the instructions ..... NONE

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

f Undistributed income for 2005 Subtract Imes 4d and 5 from line 1. This amount must be d1stnbuted 1n 2006 .............

7 Amounts treated as d1stnbut1ons out of corpus to satisfy requirements imposed by section 170(b)(1)(E) or 4942(9)(3) (see page 25 of the instructions) ••••.••••••••

8 Excess d1stnbuhons carryover from 2000 not applied on line 5 or line 7 (see page 25 of

4.865.900. the instructions) •••••••••.•••.••

9 Excess distributions carryover to 2006. Subtract Imes 7 and 8 from hne 6a 2.866.900. . . . . ...

0 Analysis of hne 9:

a Excess from 2001 2.830 642: b Excess from 2002 11 840. c Excess from 2003 15 560. d Excess from 2004 8. 221". e Excess from 2005 637.

Form 990-PF (2005)

JSA 5E1480 1 000

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Page 9: David H Koch Charitable Foundation 480926946 2005 024427C8

Form ·990-PF (2005) 48-0926946 Page 9 •=..:1.t.--•n• Private Operating Foundations (see page 26 of the instructions and Part VII-A, question 9) NOT APPLICABLE 1a If the foundation has received a ruling or determination letter that 11 1s a pnvate operating

foundation, and the ruling 1s effective for 2005, enter the date of the ruling . . . .... . . ... b Chetk box to indicate whether the organization 1s a private operating foundation described in section I 4942(])(3) or I I 4942(])(5)

2a Enter the lesser of the Tax year Pnor 3 years

(e) Total adJusted net income from (a) 2005 (b) 2004 (c) 2003 (d) 2002

Part I or the minimum investment return from Part

X for each year hsted • • •

b 85% of hne 2a .... c Quahfyong d1stnbutions from Part

XII, lone 4 for each year listed

d Amounts onduded on hne 2c not used directly for active conduct

of exempt act1vities • • • • •

e Qualifyong d1stnbut1ons made directly for active conduct of exempt 8CIMt1es Subtract

lone 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 qualifying

under section

49420)(3)(8)(1). • • . . b "Endowment" alternatiw test-

enter 2/3 of mm1mum invest-

ment return shown m Part X.

lone 6 for each year listed .. c "Support" alternative test - enter

( 1) Total support other than gross investment income (interest. dividends, rents. payments on secunt1es loans (section 512(a)(5)), or royalties) ........

(2) Support from general public and 5 or more exempt organizations as provided on section 4942 OX3)(B)(111) •• . . .

( 3) Largest amount of sup-port from an exempt organization .....

( 4) Gross investment income • .. Supplementa~ lnform~tion (Complete this part only if_the org~nization had $5,000 or more in ·-assets at any time during the year - see page 26 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 1f they have contributed more than $5,000) (See secton 507(d)(2))

N/A 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

NA 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here..,. [Ju 1f the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. If the organization makes gifts, grants, etc (see page 26 of the instructions) to md1v1duals or organizations under other condibons, complete items 2a, b, c, and d

a The name, address, and telephone number of the person to whom appficat10ns should be addressed.

b The form in which applications should be submitted and information and materials they should include

c Any subm1ss1on deadlines.

d Any restrictions or hm1tat1ons on awards, such as by geographical areas, charitable fields, kinds of mst1tut1ons, or other factors

JSA 5E1490 1 000 Form 990-PF (2005)

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Page 10: David H Koch Charitable Foundation 480926946 2005 024427C8

Form 990-PF(2005) 48-0926946 Page 10 Ub#£\i Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Payment

Rec1p1ent If recipient 1s an indMdual, Foundation Purpose of grant or show any relat1onsh1p to status of Amount Name and address (t'Ome or business) any foundation manager rec,p,ent contnbubon

or substantial contnbutor

a Paid dunng the year

Total ~ 3a

b Approved for future payment

Total ~3b

Form 990-PF (2005)

JSA

SE 1491 1 000

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Page 11: David H Koch Charitable Foundation 480926946 2005 024427C8

Form 990-PF (2005) 48-0926946 Page 11 •:.:1.1•:•,,.., .• Analysis of Income-Producing Activities Enter gross amounts unless otherwise 1nd1cated. Unrelated business inccme Excluded b• section 512, 513, or 514 (e)

(a) Related or exempt

(b) (c) (d) function income Business Exclud1on ~ee page 26 of

1 Program service revenue code Amount co e Amount t e instructions \

a

b

c

d

e

f

g Fees and contracts from government agencies

2 Membership dues and assessments • . • • •

3 Interest on saV1ngs and temporary cash investments

4 D1v1dends and interest from secunt1es ... 14 1 382. 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

9 Net income or (loss) from special events ••

1 O Gross profit or (loss) from sales of inventory.

11 Other revenue a

b

c

d

e

12 Subtotal Add columns (b), (d), and (e) .... 1 382_ 13 Total. Add line 12, columns (b), (d), and (e) ••.•.•••...••••.••••••••••••••••••• 13 ______ ........;1;;;.,..3~8"'2...;;.._ (See worksheet in line 13 instructions on page 27 to verify calculations)

l:r.fi•:&,~I =• Relationship of Activities to the Accomplishment of Exempt Purposes

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

T page 27 of the instructions )

NOT APPLICABLE

JSA Fenn 990-PF (2005)

SE 1492 1 000

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Page 12: David H Koch Charitable Foundation 480926946 2005 024427C8

JSA

1

2005 4 8 - 0 9 2 6 9 4 6 Page 1 2 Information Regarding Transfers To and Transactions and Relationships With Noncharitable Ex to r emp· rgamza ions

Did the organization directly or indirectly engage 1n any of the following with any other orgarnzallon descnbed in section

501 (c) of the Code (other than section 501 (c)(3) orgarnzat1ons) or 1n section 527, relating to pohllcal orgarnzat1ons?

a Transfers from the reporting orgarnzat1on to a nonchantable exempt orgarnzat1on of

(1) Cash .

(2) Other assets

b Other transactions

(1) Sales of assets to a noncharitable exempt organization

(2) Purchases of assets from a nonchantable exempt orgarnzat1on

(3) Rental of fac1ht1es, equipment, or other assets

(4) Reimbursement arrangements •

(5) Loans or loan guarantees

(6) Performance of services or membership or fundra1s1ng sohc1tat1ons

c Sharing of fac1ht1es. equipment, mailing lists, other assets, or paid employees

d If the answer to any of the above 1s "Yes," complete the following schedule Column (b) should always show the fair market

value of the goods, other assets, or services given by the reporting orgarnzat1on If the orgarnzat1on received less than fair

market value 1n any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services

received

Yes No

1a(1l x 1al21 x

1bl1l x 1b(2l x 1b(3) x 1bl41 x 1b(5l x 1b(6) x

1c x

(a) Lrne no (b) Amount involved (c) Name of noncharrtable exempt organrzatron (d) Descrrptron of transfers, transactrons, and shanng arrangements

N/A NIA

2 a Is the orgarnzat1on 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? . . • • • • • . ••••••••• D Yes [xi No

b If "Yes," com lete the followin schedule (a) Name of organrzatron (b) Type of organrzatron (c) Descrrptron of relatronshrp

Under penaltres of periury, I declare that I have examrned thrs return, rncludrng accompanyrng schedules and statements, and to the best of my knowledge and belref. rt rs true, correct. and complete Declaratron of preparer (other than taxpayer or fiducrary) rs based on all rnfonnatron of whrch preparer has any knowledge

~~ ~ ~ Srgnature of offrcer or trustee

I J-/.9..-~oof() 111.. T,eqs <:.! re_ r Date r Trtle

Cl)

J:

WICHITA KS 67206-6601 Phooeno 316-265-2811 Fonn 990-PF (2005)

5E14931 000

14352G K932 05/03/2006 08:40:04 V05-6 85652

Page 13: David H Koch Charitable Foundation 480926946 2005 024427C8

Schedule B (Form 990, 990-EZ, or 990-Pf.) Department of the Treasury Internal Revenue SerVlce

Name of organization

Schedule of Contributors

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

DAVID H. KOCH CHARITABLE FOUNDATION

OMB No 1545-0047

~@05 Employer identification number

48-0926946

Organization type (check one)

Filers of:

Form 990 or 990-EZ

Form 990-PF

Section:

D 501 (c)( ) (enter number) organization

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

D 527 pol1t1cal organization

Q 501(c)(3) exempt private foundation

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

D 501(c)(3) taxable private foundation

Check 1f your organization 1s 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 mstrucftons)

General Rule -

Q For organizations filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (1n money or property) from any one contributor (Complete Parts I and II )

Special Rules -

D For a section 501 (c)(3) organization filing Form 990, or Form 990-EZ, that met the 33 1/3% support test under Reguat1ons sections 1 509(a)-3/1 170A-9(e) and received from any one contributor, during the year, a contribution of the greater of $5,000 or 2% of the amount on line 1 of these forms (Complete Parts I and II)

O For a section 501 (c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that recerved from any one contributor,

during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable, sc1ent1f1c, literary, or educational purposes, or the prevention of cruelty to children or animals (Complete Parts ~ II, and Ill )

O For a section 501 (c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that recerved from any one contributor, during the year. some contributions for use exclusively for rel1g1ous, charitable, etc , purposes, but these contributions did not aggregate to more than $1,000. (If this box 1s 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 t.nless the General Rule applies to this organization because 1t received nonexclus1vely religious, charitable, etc , contributions of $5,000 or more

during the year) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ $ --------

Caution: Orgamzaftons that are not covered by the General Rule and/or the Special Rules do not file Schedule B (ForrtJ90,

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 filmg reqwrerrents of Schedule B (Form 990, 990-EZ, or 990-PF)

For Paperwork Reduction Act Notice, see the Instructions for Form 990, Form 990-EZ, and Form 990-PF.

JSA

5E1251 1 000

14352G K932 05/03/2006 08:40:04 V05-6

Schedule B (Form 990, 990-EZ, or 990.PF) (2005)

85652

Page 14: David H Koch Charitable Foundation 480926946 2005 024427C8

Schedule B (Form 990, 990-EZ or 990-PF) (2005)

Name of organization DAVID H. KOCH CHARITABLE FOUNDATION

lml 'contributors (See Specific Instructions.)

(a) No.

__ 1_

(a) No.

---

(a) No.

---

(a) No.

---

(a) No.

---

(a) No.

---

JSA

5E12531 000

(b) Name, address, and ZIP+ 4

DAVID H. KOCH

667 MADISON AVENUE

NEW YORK. NY 10021

(b) Name, address, and ZIP+ 4

(b) Name, address, and ZIP + 4

(b) Name, address, and ZIP + 4

(b) Name, address, and ZIP+ 4

(b) Name, address, and ZIP + 4

14352G K932 05/03/2006 08:40:04 V05-6 85652

Page of of Part I

Employer 1dent1ficatJon number

48-0926946

(c) (d) Aggregate contributions Type of contribution

Person § Payroll 5,000,000. Noncash

(Complete Part II 1f there 1s a noncash contnbut1on )

(c) (d) Aggregate contributions Type of contribution

Person § Payroll Noncash

(Complete Part II 1f there IS

a noncash contribution )

(c) (d) Aggregate contributions Type of contribution

Person § Payroll Noncash

(Complete Part II 1f there IS

a noncash contnbut1on.)

(c) (d) Aggregate contributions Type of contribution

Person § Payroll Noncash

(Complete Part II rf there IS

a noncash contnbut1on )

(c) (d) Aggregate contributions Type of contribution

Person § Payroll

Noncash (Complete Part II 1f there is a noncash contnbut1on.)

(c) (d) Aggregate contributions Tvpe of contribution

Person § Payroll Noncash

(Complete Part II rf there 1s a noncash contribution )

Schedule B (Form 990, 990.EZ, or 990-PF) (2005)

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DAVID H. KOCH CHARITABLE FOUNDATION 48-0926946

FORM 990PF, PART I - DIVIDENDS AND INTEREST FROM SECURITIES ===========================================================

DESCRIPTION

GOLDMAN SACHS FUNDS

TOTAL

14352G K932 05/03/2006 08:40:04 V05-6

REVENUE AND

EXPENSES PER BOOKS

1,382.

1,382.

85652

NET INVESTMENT

INCOME

1,382.

1,382.

STATEMENT 1

Page 16: David H Koch Charitable Foundation 480926946 2005 024427C8

DAVID H. KOCH CHARITABLE FOUNDATION

FORM 990PF, PART I - ACCOUNTING FEES ====================================

DESCRIPTION

ACCOUNTING

TOTALS

REVENUE AND

EXPENSES PER BOOKS

5,124.

5,124.

14352G K932 05/03/2006 08:40:04 V05-6 85652

--48-0926946

NET INVESTMENT

INCOME

NONE

ADJUSTED NET

INCOME

NONE

CHARITABLE PURPOSES

4,949.

4,949.

STATEMENT 2

Page 17: David H Koch Charitable Foundation 480926946 2005 024427C8

DAVID H. KOCH CHARITABLE FOUNDATION

FORM 990PF, PART I - OTHER PROFESSIONAL FEES ============================================

DESCRIPTION

GRANT ADMINISTRATION FEES

TOTALS

REVENUE AND

EXPENSES PER BOOKS

39.

39.

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48-0926946

CHARITABLE PURPOSES

189.

189.

STATEMENT 3

Page 18: David H Koch Charitable Foundation 480926946 2005 024427C8

DAVID H. KOCH CHARITABLE FOUNDATION

FORM 990PF, PART I - TAXES

DESCRIPTION

EXCISE TAX

TOTALS

REVENUE AND

EXPENSES PER BOOKS

28.

28.

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48-0926946

STATEMENT 4

Page 19: David H Koch Charitable Foundation 480926946 2005 024427C8

DAVID H. KOCH CHARITABLE FOUNDATION

FORM 990PF, PART I - OTHER EXPENSES ---==----------------==============

DESCRIPTION

INSURANCE

BANK FEES

KS CORPORATION ANNUAL FEE

MISCELLANEOUS FEES

TOTALS

REVENUE AND

EXPENSES PER BOOKS

4,320.

19.

40.

52.

4,431.

14352G K932 05/10/2006 08:42:41 V05-6 85652

48-0926946

CHARITABLE PURPOSES

4,320.

19.

40.

52.

4,431.

STATEMENT 5

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DAVID H. KOCH CHARITABLE FOUNDATION

EIN 48-0926946

ATTACHMENT TO 2005 FORM 990-PF

PART VIII - LIST OF OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES:

(D) Contributions to (B) Title and average hours (C) Compensation (if employee benefit plans &

(A) Name and Address per week devoted to position not paid, enter -0-) deferred compensation

David H. Koch President I Director -0- -0-667 Madison Avenue Less than 1 hour per week New York, NY 10021

Ruth E. Williams Secretary -0- -0-PO Box 2256 Less than 1 hour per week Wichita, KS 67201

Vonda Holliman Treasurer -0- -0-PO Box 2256 1 hour per week Wichita, KS 67201

Koch Business Holdings, LLC Not Applicable PO Box 2972 (Payment for management 1,949 -0-Wichita, KS 67201 services of Treasurer)

STATEMENTS

(E) Expense account and other

allowances

-0-

-0-

-0-

-0-