2023-11-15T06:33:53+00:00 2022-12-31 440160260 FORVIS LLP 1201 WALNUT SUITE 1700 KANSAS CITY MO 641062246 990 2022-01-01 274967732 Charles Koch Institute CHAR 5712906811 4201 Wilson Blvd 800 ARLINGTON VA 22203 DEREK JOHNSON EXECUTIVE DIRECTOR 5712906811 2023-11-15 true HENRICH HEUER 999009999 Michael Engle CPA P00482834 8162216300 2023-11-15 2022 2023-04-26 12:10:37Z X STAND TOGETHER FELLOWSHIPS DEREK JOHNSON 4201 Wilson Blvd 800 ARLINGTON VA 22203 1634855 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 22 0 -1645473 0 256325 634838 0 0 19727 2449715 1360133 -1449698 1636185 1634855 47752311 1217943 0 0 3198480 1610776 0 0 0 3140404 1853709 54091195 4682428 -52455010 -3047573 404108851 418635336 8099891 1542098 396008960 417093238 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 3108785 1217943 0 EDUCATE STUDENTS IN A CLASS ROOM REGARDING THE PRINCIPLES THAT ENABLE INDIVIDUALS TO LIVE THEIR BEST LIVES. 3108785 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 46 0 true 22 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 WI X X HENRICH HEUER 5712906811 4201 Wilson Blvd Suite 800 ARLINGTON VA 22203 DALE GIBBENS DIRECTOR/EXECUTIVE VP 1.0 6.0 X X 0 4001 0 BRIAN HOOKS DIRECTOR 1.0 4.0 X 0 0 0 CHARLES CHASE KOCH DIRECTOR/VICE CHAIRMAN 1.0 4.0 X 0 0 0 DAVE ROBERTSON DIRECTOR 1.0 2.0 X 0 0 0 BRIAN MENKES SECRETARY 1.0 5.0 X 0 0 0 DEREK JOHNSON EXECUTIVE DIRECTOR 1.0 2.0 X 0 0 0 KARA HARTNETT TREASURER 1.0 5.0 X 0 0 0 AARON WATSON SR LEARNING MANAGER 50.0 0.0 X 113761 0 33522 ANDREW DELMEGE DIRECTOR, EDUCATION 50.0 0.0 X 137699 0 38572 HUGH CHERRY DIRECTOR, EDUCATION 50.0 0.0 X 191841 0 35911 LEE SIMMONS SENIOR RECRUITER 50.0 0.0 X 101189 0 6309 544490 4001 114314 4 false true false Heyfeifer Productions LLC 1209 Orange Street Wilmington DE 19801 Technology Services 200000 Stand Together Communications 4201 Wilson Blvd Suite 900 Arlington VA 22203 Media Services 170203 2 500000 134838 634838 0 0 0 0 0 2449715 2449715 192463 192463 0 192463 192463 0 0 PARTNERSHIP INCOME 901101 -1645473 -1645473 3312 0 0 3312 -1642161 1634855 0 -1645473 2645490 X 821833 821833 392150 392150 3960 3960 0 0 1300786 1137075 163711 73308 63995 9313 139064 121562 17502 97618 84848 12770 2808 2808 20176 20176 935350 208993 726357 0 93558 6372 87186 71630 51077 20553 132339 128724 3615 110699 61902 48797 7389 7389 9042 9042 UBI TAXES 397979 397979 DUES & SUBSCRIPTIONS 65570 19269 46301 AWARDS 7025 7025 BAD DEBT 144 144 0 0 0 0 4682428 3108785 1573643 0 95134 93619 9621043 4888182 0 0 30270 30233 0 0 0 0 0 0 0 0 579839 504359 0 0 0 0 0 0 393782565 413118943 0 0 0 0 0 404108851 418635336 8099891 1542098 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8099891 1542098 X 396008960 417093238 0 0 0 0 0 0 0 0 396008960 417093238 404108851 418635336 X -3047573 22486378 1645473 X false false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 0 0 0 4682428 189392344 4682428 189392344 384121 1000000 96030 250000 0 0 0 0 false 893439 1000000 1000000 1000000 3893439 5840159 0 0 0 0 0 223360 250000 2500000 250000 3223360 4835040 0 0 0 0 0 DOMESTIC PASSIVE INVESTMENT PARTNERSHIP 413118943 F 413118943 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 Bay City News Foundation 900 Hilldale Ave Berkeley CA 94708 830654488 501(c)(3) 8000 Education Bay Nature Institute 1328 Sixth Street Berkeley CA 94710 760744881 501(c)(3) 8000 Education Brigid's Path 3601 South Dixie Drive Kettering OH 45439 471200761 501(c)(3) 8000 Education Cardinal Institute for West Virginia Policy PO Box 11495 Charleston WV 25339 471932521 501(c)(3) 7700 Education Cato Institute 1000 Massachusetts Ave NW Washington DC 20001 237432162 501(c)(3) 47375 Education Center for the National Interest 1025 Connecticut Ave NW Washington DC 20036 262117013 501(c)(3) 20092 Education Chicago Public Media Inc 848 East Grand Ave Chicago IL 60611 363687394 501(c)(3) 8000 Education College Bound Dorchester Inc 222 Bowdoin St Dorchester MA 02122 042383512 501(c)(3) 8000 Education Conneticut News Project 1049 Asylum Avenue Hartford CT 06105 270583046 501(c)(3) 8000 Education DC Witness 1414 44th Street NW Washington DC 20007 812624011 501(c)(3) 8000 Education Defense Priorities Foundation 1 Thomas Circle NW Washington DC 20005 810714113 501(c)(3) 21000 Education Enlace Latino NC Inc 1113 Kingman Dr Knightdale NC 27545 872137153 501(c)(3) 8000 Education Eurasia Group Foundation 1630 Connecticut Avenue NW 2nd Flo Washington DC 20009 811614189 501(c)(3) 12531 Education Foundation for Excellence in Education 215 S Monroe Street Tallahassee FL 32301 260615175 501(c)(3) 8000 Education Frontier Institute Inc PO Box 5104 Helena MT 59604 850998465 501(c)(3) 8000 Education John Quincy Adams Society 1320 N Courthouse Road Arlington VA 22201 813308969 501(c)(3) 11656 Education MinnPost 635 SE 9th St Minneapolis MN 55418 260573427 501(c)(3) 8000 Education National Public Radio Inc 111 N Capitol St NE Washington DC 20002 520907625 501(c)(3) 8000 Education Nevada News Bureau Inc 7455 Arroyo Crossing Pkwy 220 Las Vegas VA 89113 273192716 501(c)(3) 16000 Education Northeastern University 360 Huntington Avenue Boston MA 02115 041679980 501(c)(3) 8000 Education Oregon Public Broadcasting 7140 S Macadam Ave Portland OR 97219 930814638 501(c)(3) 8000 Education Quincy Institute for Responsible Statecraft 2000 Pennsylvania Ave NW Washington DC 20006 842285143 501(c)(3) 21592 Education R Street Institute 1050 17th Street NW Washington DC 20036 263477125 501(c)(3) 8000 Education Reason Foundation 5737 Mesmer Avenue Los Angeles CA 90230 953298239 501(c)(3) 8000 Education Safe Families for Children Alliance 4300 W Irving Park Rd Chicago IL 60641 453194102 501(c)(3) 7700 Education Street Sense Inc 1317 G St NW Washington DC 20005 201297050 501(c)(3) 15677 Education Talent Market 1367 Connecticut Ave NW Washington DC 20036 521928321 501(c)(3) 100000 Education TechFreedom 1500 K St NW Floor 2 Washington DC 20005 273567814 501(c)(3) 12000 Education Texas Tribune 919 Congress Ave Austin TX 78701 264527097 501(c)(3) 24000 Education The 74 Media Inc 222 Broadway New York NY 10038 472788684 501(c)(3) 8000 Education The Phoenix 2239 Champa Street Denver CO 80205 204648043 501(c)(3) 8000 Education The Poynter Institute for Media Studies Inc 801 Third Street South St Petersburg FL 33701 591630423 501(c)(3) 300000 Education The Salt Lake Tribune Inc 90 S 400 W SLC UT 84101 841878709 501(c)(3) 8000 Education 33 0 EDUCATIONAL PROGRAMS 162 392150 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 DIRECTOR, EDUCATION 146841 0 45000 0 0 0 11642 0 24269 0 227752 0 0 0 ANDREW DELMEGE DIRECTOR, EDUCATION 117699 0 20000 0 0 0 8700 0 29872 0 176271 0 0 0 Schedule J, Part I, Line 7 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 MEMBER, 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 VIII, Line 11d Other Miscellaneous Revenue OTHER REVENUE - Total Revenue: 3312, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3312; Form 990, Part IX, Line 11g Other Fees OTHER PROFESSIONAL FEES - Total Expense: 745660, Program Service Expense: 19303, Management and General Expenses: 726357, Fundraising Expenses: 0; PROGRAM SPEAKERS - Total Expense: 186990, Program Service Expense: 186990, Management and General Expenses: 0, Fundraising Expenses: 0; PLACEMENT & TEMP FEES - Total Expense: 2700, Program Service Expense: 2700, Management and General Expenses: 0, Fundraising Expenses: 0; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances PARTNERSHIP INCOME - 1645473; CKI EVENTS LLC 4201 Wilson Blvd SUITE 800 ARLINGTON VA 22203 274967732 SCHOOL EVENTS DE 0 0 STFEL WEB MEDIA LLC 4201 Wilson Blvd SUITE 800 ARLINGTON VA 22203 WEB HOSTING DE 0 0 STFEL CHARLES KOCH FOUNDATION 4201 Wilson Blvd Suite 800 ARLINGTON VA 22203 480918408 GRANT MAKING KS 501(c)(3) PF STFEL true STAND TOGETHER FOUNDATION 4201 Wilson Blvd Suite 800 ARLINGTON VA 22203 273197768 PUBLIC CHARITY DE 501(c)(3) 7 STFEL true STAND TOGETHER TRUST 4201 Wilson Blvd Suite 800 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 CCKC4 INC PO BOX 5004 WICHITA KS 67201 833116152 GRANT MAKING DE 501(c)(4) STFEL true CHARLES KOCH CHARITABLE FOUNDATION 4201 Wilson Blvd Suite 800 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 MUSIC C4 INC PO Box 20585 Wichita KS 67208 873066900 GRANT MAKING DE 501(c)(4) STFEL true STVL3 LLC 4201 Wilson Blvd Suite 900 ARLINGTON VA 22203 852667830 INVESTMENTS DE STFEL Excluded 51674 2985046 false 0 false 0.3982 1888 NPO FUND LLC PO BOX 5004 WICHITA KS 67201 INVESTMENTS KS NA Excluded 56793953 646507529 false -1645473 false 0.206 MBM CENTER INC 4201 Wilson Blvd Suite 800 ARLINGTON VA 22203 814065996 CONSULTING DE STFEL C Corporation 400012 1090359 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 6900000 CASH STVL3 LLC (CAPITAL CONTRIBUTION TO A POOLED INVESTMENT FUND) B 1350000 CASH STAND TOGETHER TRUST C 500000 CASH Charles Koch Institute 4201 Wilson Blvd 800 ARLINGTON VA 22203 274967732 X 0 0 0 4682428 4682428 384121 96030 0 0 0 STAND TOGETHER FOUNDATION 4201 Wilson Blvd Suite 800 ARLINGTON VA 22203 273197768 0 0 0 60493683 60493683 1000000 250000 0 0 0 STAND TOGETHER TRUST 4201 Wilson Blvd Suite 800 ARLINGTON VA 22203 463608366 0 0 0 124216233 124216233 1000000 250000 0 0 0