Nonprofit · EIN 85-4058882
CHARLES KOCH FOUNDATION II
Tax-exempt · ARLINGTON, VA 22203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $622,467 | $63,151,530 | -$62,529,063 | $79,271,972 | $250,000 | $79,021,972 |
| December 31, 2023 | 990-PF | $307,386 | $10,918,404 | -$10,611,018 | $132,202,512 | $150,000 | $132,052,512 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $622,467
Expenses
- Grants and similar amounts paid
- $63,000,000
- Disbursements for charitable purposes
- $63,018,934
- Excise tax on investment income
- $54,057
Balance sheet and other
- Total assets, start of year
- $132,202,512
- Total assets, end of year
- $79,271,972
- Total liabilities, end of year
- $250,000
- Net assets, end of year
- $79,021,972
- Fair market value of assets
- $79,271,972
- Qualifying distributions
- $63,018,934
- Net investment income
- $5,350,544
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 |
|---|---|---|---|
| Brian Hooks 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 |
| C Chase Koch 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR/VICE CHAIRMAN | 1 | $0 |
| Charles G Koch 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR/CHAIRMAN | 1 | $0 |
| Dale Gibbens 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 |
| David L Robertson 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 |
| Elizabeth Koch 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 |
| WESTON EDWARDS 4201 WILSON BLVD, ARLINGTON, VA 22203 | Secretary | 1 | $0 |
| Henrich Heuer 4201 WILSON BLVD, ARLINGTON, VA 22203 | Treasurer | 1 | $0 |
| Jonathan Franklin 4201 WILSON BLVD, ARLINGTON, VA 22203 | COO (Principal Officer) | 1 | $0 |
| Ryan Stowers 4201 WILSON BLVD, ARLINGTON, VA 22203 | Executive Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles G Koch 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR/CHA IRMAN | 1 | $0 |
| C Chase Koch 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR/VICE CHAIRMAN | 1 | $0 |
| Elizabeth Koch 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 |
| Dale Gibbens 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 |
| Brian Hooks 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 |
| David L Robertson 4201 WILSON BLVD, ARLINGTON, VA 22203 | DIRECTOR | 1 | $0 |
| Jonathan Franklin 4201 WILSON BLVD, ARLINGTON, VA 22203 | COO (Principal Officer) | 1 | $0 |
| Ryan Stowers 4201 WILSON BLVD, ARLINGTON, VA 22203 | Executive Director | 1 | $0 |
| Brian Menkes 4201 WILSON BLVD, ARLINGTON, VA 22203 | Secretary | 1 | $0 |
| Henry Heuer 4201 WILSON BLVD, ARLINGTON, VA 22203 | Treasurer (incoming) | 1 | $0 |
| Kara Hartnett 4201 WILSON BLVD, ARLINGTON, VA 22203 | Treasurer (outgoing) | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4201 WILSON BLVD SUITE 0800, ARLINGTON, VA 22203-4492
- In care of
- % KARA HARTNETT
- 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
- 85-4058882
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $79,271,972
- Income (IRS master file)
- $622,467
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $622,467 | $63,151,530 | $79,271,972 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $307,386 | $10,918,404 | $132,202,512 | 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-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 85-4058882).
Questions about CHARLES KOCH FOUNDATION II
- What is the EIN of CHARLES KOCH FOUNDATION II?
- The employer identification number (EIN) of CHARLES KOCH FOUNDATION II is 85-4058882.
- Is CHARLES KOCH FOUNDATION II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to CHARLES KOCH FOUNDATION II tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES KOCH FOUNDATION II file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES KOCH FOUNDATION II 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 II 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 II?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does CHARLES KOCH FOUNDATION II have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $622,467, expenses of $63,151,530 and total assets of $79,271,972 at year end.
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