Nonprofit · EIN 54-6506420
CHARLES J AND ELIZABETH R KOCH TR CHARITABLE PRIVATE FOUNDATION
Also known as KOCH ELIZABETH R TTEE
Tax-exempt · SHAKER HTS, OH 44122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $63,538 | $143,528 | -$79,990 | $891,381 | $0 | $891,381 |
| December 31, 2024 | 990-PF | $156,935 | $101,626 | $55,309 | $971,295 | $0 | $971,295 |
| December 31, 2023 | 990-PF | $216,955 | $1,080,178 | -$863,223 | $1,136,394 | $0 | $1,136,394 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $9,398
- Net gain from sales of assets
- $54,140
Expenses
- Grants and similar amounts paid
- $135,250
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $135,950
- Excise tax on investment income
- $781
Balance sheet and other
- Total assets, start of year
- $971,295
- Total assets, end of year
- $891,381
- Total liabilities, end of year
- $0
- Net assets, end of year
- $891,381
- Fair market value of assets
- $1,041,922
- Qualifying distributions
- $135,950
- Net investment income
- $63,538
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN DAVID KOCH 100 ROYAL PALM WAY 5 E, PALM BEACH, FL 33480 | CIO | 0.1 | $0 |
| GIULIANA C KOCH 100 ROYAL PALM WAY 5 E, PALM BEACH, FL 33480 | DIRECTOR | 0.1 | $0 |
| MARC CHARLES KOCH 863 PARK AVENUE APT 3E, NEW YORK, NY 10075 | DIRECTOR | 0.1 | $0 |
| DAVID LORENZO KOCH 19701 N PARK BOULEVARD, SHAKER HEIGHTS, OH 44122 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN DAVID KOCH 100 ROYAL PALM WAY 5 E, PALM BEACH, FL 33480 | CIO | 0.1 | $0 |
| GIULIANA C KOCH 100 ROYAL PALM WAY 5 E, PALM BEACH, FL 33480 | DIRECTOR | 0.1 | $0 |
| MARC CHARLES KOCH 863 PARK AVENUE APT 3E, NEW YORK, NY 10075 | DIRECTOR | 0.1 | $0 |
| DAVID LORENZO KOCH 19701 N PARK BOULEVARD, SHAKER HEIGHTS, OH 44122 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN DAVID KOCH 100 ROYAL PALM WAY 5 E, PALM BEACH, FL 33480 | DIRECTOR-TRUST ADVISOR | 0.1 | $0 |
| DAVID LORENZO KOCH 19701 N PARK BOULEVARD, SHAKER HEIGHTS, OH 44122 | TRUST ADVISOR | 0.1 | $0 |
| MARC CHARLES KOCH 863 PARK AVENUE APT 3E, NEW YORK, NY 10075 | TRUST ADVISOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 19701 N PARK BLVD, SHAKER HTS, OH 44122-1826
- In care of
- % JOHN D KOCH
- Signed the 990-PF
- JOHN D KOCH, TRUSTEE
- Phone
- (216) 956-5250
- Return prepared by
- COHNREZNICK ADVISORY LLC
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 | 990-PF 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
- 54-6506420
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $891,381
- Income (IRS master file)
- $441,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $63,538 | $143,528 | $891,381 | IRS |
| 990-PF | December 2024 | $156,935 | $101,626 | $971,295 | XML |
| 990-PF | December 2023 | $216,955 | $1,080,178 | $1,136,394 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 54-6506420).
Questions about CHARLES J AND ELIZABETH R KOCH TR CHARITABLE PRIVATE FOUNDATION
- What is the EIN of CHARLES J AND ELIZABETH R KOCH TR CHARITABLE PRIVATE FOUNDATION?
- The employer identification number (EIN) of CHARLES J AND ELIZABETH R KOCH TR CHARITABLE PRIVATE FOUNDATION is 54-6506420.
- Is CHARLES J AND ELIZABETH R KOCH TR CHARITABLE PRIVATE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to CHARLES J AND ELIZABETH R KOCH TR CHARITABLE PRIVATE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES J AND ELIZABETH R KOCH TR CHARITABLE PRIVATE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES J AND ELIZABETH R KOCH TR CHARITABLE PRIVATE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES J AND ELIZABETH R KOCH TR CHARITABLE PRIVATE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CHARLES J AND ELIZABETH R KOCH TR CHARITABLE PRIVATE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does CHARLES J AND ELIZABETH R KOCH TR CHARITABLE PRIVATE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $63,538, expenses of $143,528 and total assets of $891,381 at year end.
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