2023-11-13T16:06:48-06:00 2022-12-31 990 2022-01-01 873659591 JULIA KOCH FAMILY PHILANTHROPY FUND JULI 3168280900 PO BOX 5004 WICHITA KS 67201 TERRA R ECK SECRETARY 3168280900 2023-11-13 TERRA ECK 999009999 0 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X GREG FLESHER PO BOX 5004 WICHITA KS 67201 22664486 0 X N/A X 2021 DE GRANT-MAKING 2 2 0 5 2660959 2227673 0 20000000 0 0 0 49048 0 2615438 0 22664486 0 2000000 0 0 0 0 0 0 0 0 825443 0 2825443 0 19839043 0 19839043 0 0 0 19839043 TO PROMOTE THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY. 0 0 2000000 2000000 GRANT-MAKING 2000000 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 X 2 2 1 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X TERRA R ECK 3168280900 PO BOX 5004 WICHITA KS 67201 X JULIA F KOCH DIRECTOR 0.20 1.00 X 0 0 0 MICHAEL HARTZ DIRECTOR/PRES./TREAS. 0.20 0.00 X X 0 0 0 GREGORY W FLESHER PRESIDENT/TREASURER 0.20 0.00 X 0 0 0 BRIAN J MENKES SECRETARY 0.20 0.00 X 0 0 0 TERRA R ECK SECRETARY 0.20 0.00 X 0 0 0 0 0 0 0 0 0 0 0 20000000 20000000 3538 3538 45510 0 45510 45510 45521 -11 K-1 INCOME 901101 2615438 2615438 2615438 22664486 0 2660959 3527 2000000 2000000 50 50 UBI TAXES 825000 825000 K-1 EXPENSES 393 393 2825443 2000000 825443 0 174950 19664093 0 19839043 0 0 X 19839043 0 19839043 0 19839043 19839043 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ALTERNATIVE INVESTMENT 17000000 C ALTERNATIVE INVESTMENT 2664093 F 19664093 1 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 622 WEST 113TH STREET MAIL CODE 4524 NEW YORK NY 10025 135598093 501(C)(3) 2000000 0 GENERAL SUPPORT 1 PART I, LINE 2: THE ORGANIZATION PROVIDED GRANTS TO THE ABOVE-MENTIONED ENTITY FOR GENERAL OPERATING SUPPORT. THE GRANT AWARD LETTER PROHIBITS THE GRANTEE FROM USING THE GRANT TO SUPPORT OR ENGAGE IN ANY LOBBYING OR POLITICAL ACTIVITY. UPON REQUEST FROM THE ORGANIZATION, THE GRANTEE IS REQUIRED TO FURNISH A REPORT TO THE ORGANIZATION DESCRIBING THE ACTIVITIES IN CONNECTION WITH THE USE OF GRANT FUNDS. FORM 990, PART VI, SECTION A, LINE 1A ONE MEMBER HAS THE POWER TO REMOVE AND APPOINT ADDITIONAL MEMBERS OF THE GOVERNING BODY. BOTH MEMBERS HAVE THE JOINT POWER TO APPROVE MAJOR TRANSACTIONS. FORM 990, PART VI, SECTION A, LINE 2 OFFICER AND DIRECTOR HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS AND THE CERTIFICATE OF INCORPORATION WERE AMENDED TO CHANGE THE MEMBER AND RIGHTS AND PRIVILEGES AFFORDED TO THE MEMBER. THE ORGANIZATION'S NAME CHANGED. FORM 990, PART VI, SECTION A, LINE 6 JULIA KOCH FAMILY PHILANTHROPY FUND HAS TWO CLASSES OF MEMBERS FORM 990, PART VI, SECTION A, LINE 7A ONE MEMBER HAS THE POWER TO APPOINT ADDITIONAL MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ONE MEMBER HAS THE POWER, AMONG OTHER THINGS, TO AMEND THE BYLAWS AND THE CERTIFICATE OF INCORPORATION AND ELECT AND REMOVE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B AN ACCOUNTING PROFESSIONAL PREPARED AND REVIEWED THE FORM 990. A FULL DRAFT OF THE 990 ALONG WITH ALL REQUIRED SCHEDULES IS PROVIDED TO INTERNAL MANAGEMENT AND LEGAL COUNSEL FOR REVIEW. ALL QUESTIONS ARE ADDRESSED AND ANY MODIFICATIONS ARE MADE, IF NECESSARY. A FULL COPY OF THE RETURN WAS PROVIDED TO THE VOTING MEMBER OF THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND EMPLOYEES ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. LEGAL COUNSEL MEETS PERIODICALLY TO REVIEW THE POLICY AND ANY POTENTIAL CONFLICTS, AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL REQUIRED DISCLOSURES AVAILABLE TO THE PUBLIC UNDER IRS REGULATIONS. FORM 990, PART VI, SECTION B, LINE 15A AND 15B: JULIA KOCH FAMILY PHILANTHROPY FUND DID NOT HAVE ANY COMPENSATED DIRECTORS, OFFICERS OR KEY EMPLOYEES. DAVID H KOCH CHARITABLE FOUNDATION 4111 E 37TH ST N WICHITA KS 67220 480926946 GRANT-MAKING KS 501(C)(3) PF JKFPF 1 LAKE VISTA CAPITAL LLC PO BOX 5004 WICHITA KS 67201 472323614 INVESTMENTS DE 0 0 UNIFORM VENTURE GROUP LLC PO BOX 5004 WICHITA KS 67201 472334068 INVESTMENTS DE 0 0 DYNAMIC MANAGEMENT SQUARED LLC PO BOX 5004 WICHITA KS 67201 271389702 INVESTMENTS DE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0