2025-11-17T13:26:53+00:00 2024-12-31 440160260 Forvis Mazars LLP 1201 Walnut Street Suite 1700 Kansas City MO 641062246 990 2024-01-01 274967732 Charles Koch Institute CHAR 7032147118 4201 Wilson Blvd 0800 ARLINGTON VA 22203 DEREK JOHNSON EXECUTIVE DIRECTOR 7032147118 2025-11-17 true Michael Engle P00482834 8162216300 2025-11-17 2024 2025-03-06 01:10:19Z STAND TOGETHER FELLOWSHIPS DEREK JOHNSON 4201 Wilson Blvd 0800 ARLINGTON VA 22203 8326158 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 3 10 19 2458559 1496386 148120 5595344 0 0 160949 268748 1315818 2462066 1624887 8326158 976593 663274 0 0 1811091 1190112 0 0 0 2031407 1127574 4819091 2980960 -3194204 5345198 429977010 445902132 949703 430699 429027307 445471433 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 2364778 663274 0 EDUCATE STUDENTS IN A CLASS ROOM REGARDING THE PRINCIPLES THAT ENABLE INDIVIDUALS TO LIVE THEIR BEST LIVES. 2364778 true true false true false false false false false false false true false false false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false true true true true false false true 35 0 true 10 true true true false false false false false false false false false false false X 4 3 false false false false true true true true true false false false true true true true true true false false false false CA X X HENRICH HEUER 7032147118 4201 Wilson Blvd Suite 0800 ARLINGTON VA 22203 DALE GIBBENS DIRECTOR/EXECUTIVE VP 50.0 4.0 X X 0 7092 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 DEREK JOHNSON EXECUTIVE DIRECTOR 1.0 2.0 X 0 0 0 HENRICH HEUER TREASURER 1.0 5.0 X 0 0 0 Weston Edwards SECRETARY 1.0 5.0 X 0 0 0 ANDREW DELMEGE DIRECTOR, EDUCATION 50.0 0.0 X 132643 0 38450 HUGH CHERRY MANAGING DIRECTOR 50.0 0.0 X 208304 0 34555 Jason Hughey Senior Manager, SCALED EDUCATION 50.0 0.0 X 125421 0 19129 LEE SIMMONS SENIOR RECRUITER 50.0 0.0 X 118518 0 7159 584886 7092 99293 4 false true false Stand Together Communications 4201 Wilson Blvd Suite 0900 Arlington VA 22203 Media Services 118346 1 5500000 95344 5595344 0 0 0 0 0 268748 268748 0 0 0 0 PARTNERSHIP INCOME 901101 2458559 2458559 OTHER INCOME 900099 3507 3507 0 0 0 0 2462066 8326158 0 2458559 272255 X 535854 535854 127420 127420 967563 937563 30000 57113 55313 1800 95344 92484 2860 70092 67799 2293 36094 36094 412081 89688 322393 0 91374 8948 82426 76787 35423 41364 211016 211016 181210 181210 12553 12553 UBI TAXES 82488 82488 DUES & SUBSCRIPTIONS 21210 21210 2761 850 1911 0 2980960 2364778 616182 0 93519 93519 4828930 7683095 510 51 0 0 0 0 684855 548784 0 0 0 0 424369196 437576683 0 0 0 429977010 445902132 949703 430699 0 0 0 0 949703 430699 X 429027307 445471433 429027307 445471433 429977010 445902132 X 5345198 13557487 -2458559 X false false false X 5235793 256325 634838 148120 5595344 11870420 0 0 5235793 256325 634838 148120 5595344 11870420 142434 11727986 2248899 19727 2642178 344787 268748 5524339 881863 1569391 0 298496 1496386 4246136 2843707 17906 3312 0 3507 2868432 24509327 0 0.47851 0.3238 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 2843707.0, COLUMN B - 17906.0, COLUMN C - 3312.0, COLUMN D - 0.0, COLUMN E - 3507.0, COLUMN F - 2868432.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 0 0 0 2980960 275863595 2980960 275863595 299048 1000000 74762 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 0 0 0 0 2500000 250000 250000 250000 3250000 4875000 0 0 0 0 Closely-held equity interests Financial derivatives DOMESTIC PASSIVE INVESTMENT PARTNERSHIP 437576683 F 437576683 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 (SEE STATEMENT) 386354 VARIOUS 25 0 EDUCATIONAL PROGRAMS 103 127420 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 163304 0 45000 0 0 0 12565 0 21990 0 242859 0 0 0 ANDREW DELMEGE DIRECTOR, EDUCATION 132643 0 0 0 0 0 8400 0 30050 0 171093 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. The organization recently updated its conflict of interest policy for directors, officers, and key employees and each of them acknowledged the new policy. 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: 324731, Program Service Expense: 2338, Management and General Expenses: 322393, Fundraising Expenses: 0; PROGRAM SPEAKERS - Total Expense: 400, Program Service Expense: 400, Management and General Expenses: 0, Fundraising Expenses: 0; PLACEMENT & TEMP FEES - Total Expense: 86950, Program Service Expense: 86950, Management and General Expenses: 0, Fundraising Expenses: 0; Form 990, Part XI, Line 9 Other changes in net assets or fund balances PARTNERSHIP INCOME - -2458559; Total - -2458559; CKI EVENTS LLC 4201 Wilson Blvd SUITE 0800 ARLINGTON VA 22203 274967732 SCHOOL EVENTS DE 0 93519 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 4201 WILSON BLVD SUITE 0800 ARLINGTON VA 22203 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 215902 3984774 false false 0.1412 1888 NPO FUND LLC PO BOX 5004 WICHITA KS 67201 INVESTMENTS KS NA N/A 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 404935 1217185 1 true WHITE ALBUM INC PO BOX 20585 WICHITA KS 67208 992705177 HOLDING COMPANY DE STFEL C Corporation 0 0 1 true false true true false false false false false false true false true false true true false true false true STVL3 LLC B 1650000 CASH Charles Koch Institute 4201 Wilson Blvd 0800 ARLINGTON VA 22203 274967732 X 0 0 0 2980960 2980960 299048 74762 0 0 0 STAND TOGETHER FOUNDATION 4201 Wilson Blvd Suite 0800 ARLINGTON VA 22203 273197768 0 0 0 114201164 114201164 1000000 250000 0 0 0 STAND TOGETHER TRUST 4201 Wilson Blvd Suite 0800 ARLINGTON VA 22203 463608366 0 0 0 158681471 158681471 1000000 250000 0 0 0