Nonprofit · EIN 48-0918408
CHARLES KOCH FOUNDATION
Tax-exempt · ARLINGTON, VA 22203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $208,231 | $67,934,289 | -$67,726,058 | $758,930,141 | $3,289,548 | $755,640,593 |
| December 31, 2023 | 990-PF | $1,315,532 | $83,011,998 | -$81,696,466 | $748,223,343 | $5,309,426 | $742,913,917 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $44,958
- Interest
- $1,238,772
- Net rental income
- $142
- Net gain from sales of assets
- -$1,000,000
- Other income
- -$75,641
Expenses
- Grants and similar amounts paid
- $62,164,317
- Compensation of officers, directors and key employees
- $579,873
- Salaries, compensation and benefits (total)
- $1,619,781
- Disbursements for charitable purposes
- $67,819,528
- Excise tax on investment income
- $342,277
Balance sheet and other
- Total assets, start of year
- $748,223,343
- Total assets, end of year
- $758,930,141
- Total liabilities, end of year
- $3,289,548
- Net assets, end of year
- $755,640,593
- Fair market value of assets
- $758,930,141
- Qualifying distributions
- $67,819,528
- Net investment income
- $35,704,725
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Ryan Stowers 4201 WILSON BLVD, ARLINGTON, VA 22203 | Executive Director (outgoing 9/8/24) | 50 | $358,593 | $43,433 |
| Jonathan Franklin 4201 WILSON BLVD, ARLINGTON, VA 22203 | Chief Operating Officer | 50 | $316,229 | $42,800 |
| John Poreba 4201 WILSON BLVD, ARLINGTON, VA 22203 | Dir Emp Ptnr Strat Highest-paid employee | 50 | $245,120 | $7,768 |
| Brennan Brown 4201 WILSON BLVD, ARLINGTON, VA 22203 | Dir Partnership Dev Highest-paid employee | 50 | $233,088 | $37,072 |
| Laura Demarse 4201 WILSON BLVD, ARLINGTON, VA 22203 | VP, Future Work Highest-paid employee | 50 | $220,029 | $30,131 |
| Stephen Sweet 4201 WILSON BLVD, ARLINGTON, VA 22203 | Sr Program Officer Highest-paid employee | 50 | $192,200 | $41,725 |
| Mollie Dougherty 4201 WILSON BLVD, ARLINGTON, VA 22203 | Sr Program Officer Highest-paid employee | 50 | $146,188 | $18,085 |
| Brian Hooks 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 | $0 |
| Charles Chase Koch 4201 WILSON BLVD, ARLINGTON, VA 22203 | Vice Chair | 1 | $0 | $0 |
| Charles G Koch 4201 WILSON BLVD, ARLINGTON, VA 22203 | Chair | 1 | $0 | $0 |
| Dale Gibbens 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 | $0 |
| David L Robertson 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 | $0 |
| Elizabeth Koch 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 | $0 |
| Weston Edwards 4201 WILSON BLVD, ARLINGTON, VA 22203 | Secretary | 1 | $0 | $0 |
| HENRICH Heuer 4201 WILSON BLVD, ARLINGTON, VA 22203 | Treasurer | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Derek Johnson 4201 WILSON BLVD, ARLINGTON, VA 22203 | Director (incoming 10/9/24) | 1 | $0 |
990-PF for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Ryan Stowers 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | Executive Director | 50 | $419,992 | $48,564 |
| Jonathan Franklin 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | Chief Operating Officer | 50 | $341,779 | $41,272 |
| Brett Hinkey 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | Dir Partnerships Highest-paid employee | 50 | $315,818 | $44,409 |
| Stephen Sweet 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | Sr Program Officer Highest-paid employee | 50 | $253,296 | $41,327 |
| Brennan Brown 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | Dir Partnership Dev. Highest-paid employee | 50 | $241,377 | $38,666 |
| Michael Wilt 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | Prog Off Con Ltd Gov Highest-paid employee | 50 | $194,216 | $6,963 |
| Allison Kasic 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | Vice President Highest-paid employee | 50 | $171,911 | $24,618 |
| Charles G Koch 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | Chair | 1 | $0 | $0 |
| Charles Chase Koch 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | Vice Chair | 1 | $0 | $0 |
| Brian Hooks 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 | $0 |
| Elizabeth Koch 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 | $0 |
| Dale Gibbens 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 | $0 |
| David L Robertson 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 | $0 |
| Brian Menkes 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | Secretary | 1 | $0 | $0 |
| Kara Hartnett 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | Treasurer Outgoing (9/29/23) | 1 | $0 | $0 |
| HENRICH Heuer 4201 WILSON BLVD SUITE 800, ARLINGTON, VA 22203 | Treasurer Incoming (10/2/23) | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4201 WILSON BLVD SUITE 0800, ARLINGTON, VA 22203-4492
- In care of
- % PAYROLL DEPARTMENT
- Signed the 990-PF
- HENRICH HEUER, TREASURER
- Phone
- (703) 214-7118
- Return prepared by
- Forvis Mazars LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 48-0918408
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $758,930,141
- Income (IRS master file)
- $1,208,231
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $208,231 | $67,934,289 | $758,930,141 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,315,532 | $83,011,998 | $748,223,343 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 48-0918408).
Questions about CHARLES KOCH FOUNDATION
- What is the EIN of CHARLES KOCH FOUNDATION?
- The employer identification number (EIN) of CHARLES KOCH FOUNDATION is 48-0918408.
- Is CHARLES KOCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to CHARLES KOCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES KOCH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES KOCH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES KOCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CHARLES KOCH FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 16 people; 7 received compensation from the organization, the highest $358,593 (Ryan Stowers, Executive Director (outgoing 9/8/24)).
- How much revenue does CHARLES KOCH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $208,231, expenses of $67,934,289 and total assets of $758,930,141 at year end.
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