2024-11-15T04:42:22+00:00 2023-12-31 440160260 Forvis Mazars LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2023-01-01 274967732 Charles Koch Institute CHAR 7032147118 4201 Wilson Blvd 0800 ARLINGTON VA 22203 DEREK JOHNSON EXECUTIVE DIRECTOR 7032147118 2024-11-15 true Michael Engle P00482834 8162216300 2024-11-15 2023 2024-10-15 13:58:12Z STAND TOGETHER FELLOWSHIPS DEREK JOHNSON 4201 Wilson Blvd 0800 ARLINGTON VA 22203 1624887 false X WWW.CHARLESKOCHINSTITUTE.ORG X 2011 DE INSPIRED BY A RECOGNITION THAT FREE PEOPLE ARE CAPABLE OF EXTRAORDINARY THINGS, STAND TOGETHER FELLOWSHIPS SUPPORTS EDUCATIONAL PROGRAMS AND DIALOGUE TO ADVANCE THESE PRINCIPLES, CHALLENGE CONVENTION, AND ELIMINATE BARRIERS THAT STIFLE CREATIVITY AND PROGRESS. 4 4 19 19 1131980 298496 634838 148120 0 0 2449715 160949 -1449698 1315818 1634855 1624887 1217943 976593 0 0 1610776 1811091 0 0 0 1853709 2031407 4682428 4819091 -3047573 -3194204 418635336 429977010 1542098 949703 417093238 429027307 INSPIRED BY A RECOGNITION THAT FREE PEOPLE ARE CAPABLE OF EXTRAORDINARY THINGS, STAND TOGETHER FELLOWSHIPS SUPPORTS EDUCATIONAL PROGRAMS AND DIALOGUE TO ADVANCE THESE PRINCIPLES, CHALLENGE CONVENTION, AND ELIMINATE BARRIERS THAT STIFLE CREATIVITY AND PROGRESS. false false 3722349 976593 0 EDUCATE STUDENTS IN A CLASS ROOM REGARDING THE PRINCIPLES THAT ENABLE INDIVIDUALS TO LIVE THEIR BEST LIVES. 3722349 true true false true false false false false false false true false false false false false false true false false false false false false false false true true true false false false false false false false false false false false false true true true true false false true 56 0 true 19 true true true false false false false false false false false false false false X 4 4 false false false false true true true true true false false true true true true true true false false false CA X X HENRICH HEUER 7032147118 4201 Wilson Blvd Suite 0800 ARLINGTON VA 22203 DALE GIBBENS DIRECTOR/EXECUTIVE VP 50.0 0.0 X X 0 8400 0 BRIAN HOOKS DIRECTOR 1.0 4.0 X 0 0 0 CHARLES CHASE KOCH DIRECTOR/CHAIRMAN 1.0 4.0 X 0 0 0 DAVE ROBERTSON DIRECTOR 1.0 2.0 X 0 0 0 BRIAN MENKES SECRETARY (OUTGOING) 1.0 5.0 X 0 0 0 DEREK JOHNSON EXECUTIVE DIRECTOR 1.0 2.0 X 0 0 0 HENRICH HEUER TREASURER 1.0 5.0 X 0 0 0 Kara Hartnett Treasurer (Outgoing) 1.0 5.0 X 0 0 0 ANDREA MARTINEZ DIRECTOR, SCALED EDUCATION 50.0 0.0 X 115592 0 14170 ANDREW DELMEGE DIRECTOR, EDUCATION 50.0 0.0 X 175437 0 39265 BENET WILSON DIRECTOR, MEDIA & JOURNALISM PROGRAMS 50.0 0.0 X 168611 0 31774 HUGH CHERRY MANAGING DIRECTOR 50.0 0.0 X 182527 0 33929 LEE SIMMONS SENIOR RECRUITER 50.0 0.0 X 130048 0 6911 772215 8400 126049 5 false true false Stand Together Communications 4201 Wilson Blvd Suite 900 Arlington VA 22203 Media Services 377747 Notary Hotel Philadelphia 21 N Juniper Street Philadelphia PA 19107 EVENTS AND LODGING 137214 2 148120 148120 0 0 0 0 0 160949 160949 183838 183838 0 183838 183838 0 0 PARTNERSHIP INCOME 901101 1131980 1131980 0 0 0 0 1131980 1624887 0 1131980 344787 X 554623 554623 421970 421970 1471810 1371331 100479 82795 77964 4831 148120 138008 10112 108366 101119 7247 300 300 40154 40154 938728 208323 730405 0 151006 6101 144905 78646 67413 11233 245 245 416038 414401 1637 323602 312787 10815 18785 11251 7534 UBI TAXES 23850 23850 DUES & SUBSCRIPTIONS 31174 31174 0 AWARDS 5884 5884 BAD DEBT 2995 2995 0 0 0 0 4819091 3722349 1096742 0 93619 93519 4888182 4828930 30233 510 0 0 0 0 504359 684855 0 0 0 0 413118943 424369196 0 0 0 418635336 429977010 1542098 949703 0 0 0 0 1542098 949703 X 417093238 429027307 417093238 429027307 418635336 429977010 X -3194204 15900253 -771980 X false false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 4819091 224585902 4819091 224585902 390955 1000000 97739 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 0 0 0 250000 2500000 250000 250000 3250000 4875000 0 0 0 DOMESTIC PASSIVE INVESTMENT PARTNERSHIP 424369196 F 424369196 Schedule D, Part X, Line 2 MANAGEMENT HAS EVALUATED THE INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true true true true true true false false false false false false false false false false false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE ORGANIZATIONHAS PUBLISHED ITS NON-DISCRIMINATION RULES IN ACCORDANCE WITH IRS PROCEDURES. Schedule E, Part I, Line 4(d) RECORDS AND COPIES MAINTAINED BY THE ORGANIZATION THE ORGANIZATION DOES NOT SOLICIT CONTRIBUTIONS. true SEE ATTACHED 4201 WILSON BLVD STE 0800 ARLINGTON VA 22203 402662 VARIOUS 41 0 EDUCATIONAL PROGRAMS 130 421970 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION PROVIDED GRANTS TO THE ABOVE-MENTIONED ENTITIES TO ENABLE INDIVIDUALS WORKING AT (AND SELECTED BY) THE GRANTEES TO ATTEND THE ORGANIZATION'S CLASSROOM EDUCATIONAL PROGRAMS AS STUDENTS. THE GRANT AWARD LETTERS PROHIBIT THE GRANTEE FROM USING THE GRANT FUNDS FOR LOBBYING AND POLITICAL PURPOSES, AND MAY REQUIRE THE GRANTEE TO FURNISH A REPORT TO THE ORGANIZATION DESCRIBING THE CHARITABLE AND EDUCATIONAL ACTIVITIES IN CONNECTION WITH THE ORGANIZATION'S EDUCATIONAL PROGRAMS FULFILLED BY THE USE OF GRANT FUNDS. ALL GRANTS WERE MADE PURSUANT TO THE REQUIREMENT THAT THEY BE EXPENDED EXCLUSIVELY FOR 501(C)(3) PURPOSES. THE ORGANIZATION REVIEWS RECIPIENT'S FORM 990, IRS TAX-EXEMPTION LETTER, AND VALIDATES THE RECIPIENT'S TAX ID NUMBER. false false false false false false false true false HUGH CHERRY MANAGING DIRECTOR 182527 0 0 0 0 0 11100 0 22829 0 216456 0 0 0 ANDREW DELMEGE DIRECTOR, EDUCATION 145437 0 30000 0 0 0 10973 0 28292 0 214702 0 0 0 BENET WILSON DIRECTOR, MEDIA & JOURNALISM PROGRAMS 168611 0 0 0 0 0 10500 0 21274 0 200385 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments INCENTIVE COMPENSATION IS BASED ON EXTRAORDINARY EFFORTS AND SERVICES PROVIDED TO THE ORGANIZATION, NOT BASED ON FINANCIAL RESULTS OF THE INSTITUTE. Form 990, Part VI, Line 7a & 7B THE CLASS A MEMBER HAS THE ABILITY TO APPOINT SUCCESSOR CLASS A MEMBERS, SERVE AS CHAIR OF THE BOARD OF DIRECTORS OR APPOINT CHAIR OF THE BOARD OF DIRECTORS, DETERMINE THE SIZE OF THE BOARD OF DIRECTORS, ELECT THE BOARD OF DIRECTORS, REMOVE THE BOARD OF DIRECTORS, AND APPROVE MAJOR TRANSACTIONS APPROVED BY THE BOARD. Form 990, Part VI, Line 6 Classes of members or stockholders THE ORGANIZATION HAS ONE MEMBERSHIP CLASS. THE MEMBERSHIP CLASS CONSISTS OF ONE CLASS A MEMBER. Form 990, Part VI, Line 11b Review of form 990 by governing body AN INDEPENDENT ACCOUNTING FIRM PREPARED AND REVIEWED THE FORM 990. A FULL DRAFT OF THE 990 ALONG WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO INTERNAL MANAGEMENT AND LEGAL COUNSEL FOR REVIEW. ALL QUESTIONS ARE ADDRESSED AND ANY MODIFICATIONS ARE MADE, IF NECESSARY. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS PROPOSED TRANSACTIONS WHERE INTERESTED PERSONS (I.E., BOARD MEMBERS AND OFFICERS) MAY HAVE A FINANCIAL INTEREST IN A TRANSACTION BEING CONSIDERED BY THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF. THE BOARD OR COMMITTEE THEREOF HAS VARIOUS OPTIONS TO ADDRESS THE PROPOSED TRANSACTION AND WHETHER IT PRESENTS A CONFLICT OF INTEREST, INCLUDING EVALUATING THE FAIRNESS OF THE TRANSACTION, WHETHER TO APPOINT A DISINTERESTED PERSON(S) OR COMMITTEE TO EVALUATE THE TRANSACTION, CONSULTING LEGAL COUNSEL, ETC. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ALL REQUIRED DISCLOSURES AVAILABLE TO THE PUBLIC UNDER IRS REGULATIONS. Form 990, Part IX, Line 11g Other Fees OTHER PROFESSIONAL FEES - Total Expense: 731725, Program Service Expense: 1320, Management and General Expenses: 730405, Fundraising Expenses: 0; PROGRAM SPEAKERS - Total Expense: 202400, Program Service Expense: 202400, Management and General Expenses: 0, Fundraising Expenses: 0; PLACEMENT & TEMP FEES - Total Expense: 4603, Program Service Expense: 4603, Management and General Expenses: 0, Fundraising Expenses: 0; Form 990, Part XI, Line 9 Other changes in net assets or fund balances PARTNERSHIP INCOME - -1131980; CHANGE IN INCOME TAX ACCRUAL - 360000; CKI EVENTS LLC 4201 Wilson Blvd SUITE 0800 ARLINGTON VA 22203 274967732 SCHOOL EVENTS DE 0 0 STFEL WEB MEDIA LLC 4201 Wilson Blvd SUITE 0800 ARLINGTON VA 22203 WEB HOSTING DE 0 0 STFEL CHARLES KOCH FOUNDATION 4201 Wilson Blvd Suite 0800 ARLINGTON VA 22203 480918408 GRANT MAKING KS 501(c)(3) PF STFEL true STAND TOGETHER FOUNDATION 4201 Wilson Blvd Suite 0800 ARLINGTON VA 22203 273197768 PUBLIC CHARITY DE 501(c)(3) 7 STFEL true STAND TOGETHER TRUST 4201 Wilson Blvd Suite 0800 ARLINGTON VA 22203 463508366 GRANT MAKING DE 501(c)(3) 7 STFEL true BELIEVE IN PEOPLE INC PO BOX 5004 WICHITA KS 67201 473175931 GRANT MAKING DE 501(c)(4) STFEL true KNOWLEDGE AND PROGRESS FUND INC PO BOX 2256 WICHITA KS 67201 541899251 GRANT MAKING KS 501(c)(3) PF STFEL true KEY CHANGE INC PO BOX 5004 WICHITA KS 67201 833116152 GRANT MAKING DE 501(c)(4) STFEL true CHARLES KOCH CHARITABLE FUND 4201 Wilson Blvd Suite 0800 ARLINGTON VA 22203 854058882 GRANT MAKING DE 501(c)(3) PF STFEL true CHASE KOCH FOUNDATION INC PO BOX 5004 WICHITA KS 67201 831697305 GRANT MAKING DE 501(c)(3) PF STFEL true MOVEMENT MUSICK INC PO Box 20585 Wichita KS 67208 873066900 GRANT MAKING DE 501(c)(4) STFEL true CENTER FOR CLASSICAL LIBERAL EDUCATION INC 4201 WILSON BLVD SUITE 0800 ARLINGTON VA 22203 932828797 PUBLIC ED DE 501(c)(3) 2 STFEL true STVL3 LLC 4201 Wilson Blvd Suite 0900 ARLINGTON VA 22203 852667830 INVESTMENTS DE STT Excluded 53056 3415483 false 0 false 0.2080 1888 NPO FUND LLC PO BOX 5004 WICHITA KS 67201 INVESTMENTS KS NA Excluded 12245583 0 false 5351 false 0.206 TRUST VENTURES AI FUND LP 2028 E BEN WHITE BLVD 240-3636 AUSTIN TX 78741 933965712 INVESTMENTS DE NA N/A PBM CENTER INC 4201 Wilson Blvd Suite 0800 ARLINGTON VA 22203 814065996 CONSULTING DE STFEL C Corporation 504148 1211781 1 true false true true false false false false false false true false true false true true false true false true 1888 NPO FUND LLC S 5212985 CASH STVL3 LLC B 1250000 CASH Charles Koch Institute 4201 Wilson Blvd 0800 ARLINGTON VA 22203 274967732 X 0 0 0 4819091 4819091 390955 97739 0 0 0 STAND TOGETHER FOUNDATION 4201 Wilson Blvd Suite 800 ARLINGTON VA 22203 273197768 0 0 0 62388783 62388783 1000000 250000 0 0 0 STAND TOGETHER TRUST 4201 Wilson Blvd Suite 800 ARLINGTON VA 22203 463608366 0 0 0 157378028 157378028 1000000 250000 0 0 0