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Nonprofiteer
← JULIA KOCH FAMILY FOUNDATION

Form 990 for tax year 2024

Filed by JULIA KOCH FAMILY FOUNDATION.

Totals

Total revenue
$754,778
Total expenses
$36,706,825
Contributions and grants received
$0
Grants paid
$36,700,000
Program service revenue
$0
Investment income
$749,398
Other revenue
$5,380
Total assets, end of year
$14,205,290
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$14,205,290
Program services expenses (Part IX)
$36,700,000
Management and general expenses
$6,825
Fundraising expenses
$0
Program service expenses (Part III)
$36,700,000

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $749,398 · excluded $749,398

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: REFUND OF PAYMENT

    total $5,380 · related or exempt $0 · unrelated business $0 · excluded $5,380

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $5,380

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $36,700,000 · program services $36,700,000

  • 11c · Fees: accounting

    total $6,825 · program services $0 · management and general $6,825 · fundraising $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,403 · end of year $100,458

  • 3 · Pledges and grants receivable

    beginning of year $15,000,000 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $35,149,934 · end of year $14,104,832

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $50,157,337 · end of year $14,205,290

Mission and programs · 2024

Mission

To promote the common good and general welfare of the community.

Activities or mission (Part I)

Grant-Making

  • Grant-Making

    Expenses $36,700,000 · Grants $36,700,000

As filed on the 2024 return.

Listed in Part VII

  • JULIA F KOCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • GREGORY W FLESHER

    President

    Total calculated
    $0
    Hours/week
    1 + 1.5 related

  • LACI L BOYLE

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • MARTIN KWEDAR

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • MEGAN REICHENBERGER

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • TERRA R ECK

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.1
Source object
202543189349303919

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