2024-11-13T14:39:27-06:00 2023-12-31 990 2023-01-01 873659591 JULIA KOCH FAMILY PHILANTHROPY FUND JULI 3165127011 PO BOX 780022 WICHITA KS 67278 MEGAN REICHENBERGER TREASURER 3165127011 2024-11-13 0 2023 2024-10-15 13:58:12Z X GREGORY W FLESHER PO BOX 780022 WICHITA KS 67278 103189868 0 X N/A X 2021 DE GRANT-MAKING 2 2 0 4 0 0 20000000 101942742 0 0 49048 1247117 2615438 0 22664486 103189859 2000000 90600000 0 0 0 0 0 0 0 825443 520493 2825443 91120493 19839043 12069366 19839043 64908409 0 33000000 19839043 31908409 TO PROMOTE THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY. 0 0 90600000 90600000 0 GRANT-MAKING 90600000 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 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 2 2 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X MEGAN REICHENBERGER 3165127011 PO BOX 780022 WICHITA KS 67278 X X JULIA F KOCH DIRECTOR 1.00 2.00 X 0 0 0 GREGORY W FLESHER PRESIDENT 1.00 4.50 X 0 0 0 MARTIN KWEDAR SECRETARY 1.00 0.50 X 0 0 0 TERRA R ECK TREASURER 1.00 1.50 X 0 0 0 0 0 0 0 0 0 0 0 101942742 101942742 1247126 1247126 9 -9 -9 -9 103189859 0 0 1247117 90600000 90600000 71 71 UBI TAXES 511541 511541 K-1 EXPENSES 8881 8881 91120493 90600000 520493 0 174950 1445 19664093 64814337 0 92627 19839043 64908409 33000000 0 33000000 X 19839043 31908409 19839043 31908409 19839043 64908409 12069366 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ALTERNATIVE INVESTMENT 64814337 F 64814337 1 DAVID KOCH JR FOUNDATION PO BOX 780014 WICHITA KS 67278 873597572 501(C)(4) 28000000 0 GENERAL SUPPORT JULIA KOCH FAMILY FOUNDATION PO BOX 780016 WICHITA KS 67278 921599313 501(C)(4) 55000000 0 GENERAL SUPPORT THE MARY JULIA KOCH FOUNDATION PO BOX 780026 WICHITA KS 67278 873681616 501(C)(4) 7500000 0 GENERAL SUPPORT THE HARVARD INDEPENDENT INC 12 ARROW STREET SUITE 111 CAMBRIDGE MA 02138 042456752 501(C)(3) 100000 0 GENERAL SUPPORT 1 3 Part I, Line 2: THE ORGANIZATION PROVIDED GRANTS TO THE ABOVE-MENTIONED ENTITIES 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. SEE SCH L PART V 55000000 SCHEDULE L, PART III LINE 1A. JULIA KOCH FAMILY FOUNDATIONB. BOARD MEMBER CONTROLS MORE THAN 35% OF THE INT. PERSON.C. $55,000,000D. GRANTE. GENERAL SUPPORT 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. THERE IS ALSO A DIRECTOR BUSINESS RELATIONSHIP WITH AN OFFICER. 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 B, line 15 JULIA KOCH FAMILY PHILANTHROPY FUND DID NOT HAVE ANY COMPENSATED DIRECTORS, OFFICERS, OR KEY EMPLOYEES. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ALL REQUIRED DISCLOSURES AVAILABLE TO THE PUBLIC UNDER IRS REGULATIONS. Form 990, Part VII, Section A, Line 1a: MEGAN REICHENBERGER WAS APPOINTED AS AN OFFICER TO THE JULIA KOCH FAMILY PHILANTHROPY FUND IN 2024. DAVID H KOCH CHARITABLE FOUNDATION PO BOX 780007 WICHITA KS 67278 480926946 GRANT-MAKING KS 501(c)(3) PF JKFPF 1 JULIA KOCH FAMILY FOUNDATION PO BOX 780016 WICHITA KS 67278 921599313 GRANT-MAKING DE 501(c)(4) JKFPF 1 FAMILY CHARITABLE GIVING INC PO BOX 780007 WICHITA KS 67278 921117955 GRANT-MAKING DE 501(c)(4) JKFPF 1 JMKC4 INC PO BOX 780034 WICHITA KS 67278 873616356 GRANT-MAKING DE 501(c)(4) JKFPF 1 LAKE VISTA CAPITAL LLC PO BOX 780007 WICHITA KS 67278 472323614 INVESTMENTS DE 0 0 UNIFORM VENTURE GROUP LLC PO BOX 780007 WICHITA KS 67278 472334068 INVESTMENTS DE 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIA KOCH FAMILY FOUNDATION B 55000000 FMV