Koch Family Foundations & Entities

Koch Familyย Foundations & Entities

Background

The Koch Family has spent more than ExxonMobil in order to fund organizations and projects questioning mainstream science behind man-made climate change.ย Greenpeace has put that total at over $88ย million to 80 groups denying climate changeย since 1997.1โ€œKoch Industries: Secretly Funding the Climate Denial Machine,โ€ย Greenpeace.org. Accessed March 11, 2017. Data on file atย DeSmog.

The Koch Family Foundations include the David H. Koch Foundation, the Charles G. Koch Charitable Foundation, and the Claude R. Lambe Charitable Foundation (disbanded as of 2013), and the Knowledge and Progressย Fund.

Until David’s death in 2019, the Koch brothers โ€” Charles and the David โ€” were co-owners of Koch Industries, the largest privately-owned company in the United States. According to the Koch Family Foundations website, โ€œKoch family foundations and philanthropy are grounded in the belief that free societies are the greatest generators of social progress, sustainable prosperity and well-being.โ€ David Kochย passed away on August 23, 2019.2Melanie Grayce West and John McCormick. โ€œBillionaire David Koch, Who Used His Wealth to Reshapeย U.S.ย Politics, Dies at 79,โ€ย The Wall Street Journal,ย August 23, 2019.ย Archived August 23, 2019. Archive.foย URL:ย https://archive.fo/j9sUH

Other lesser-known Koch foundations include the Koch Cultural Trust (formerly the Kansas Cultural Trust),ย The Fred and Mary Koch Foundation, and the Charles Koch Institute.3โ€œDoing Good in Many Ways,โ€ Koch Family Foundations. Archived September 18, 2015. Archive URL: https://archive.vn/zUgFc

Charles Koch leads the foundation that shares his name, while Charles and his family also sat on the board of the Claude R. Lambe Foundation, which was led byย Richard Fink. Charles also leads the Knowledge and Progress Fund, of which Fink isย President.

DeSmog’s special 2012 report,ย โ€œFake science, fakexperts, funny finances, free of taxโ€ (PDF), compiled by computer scientist John R. Mashey provides insight into Koch’s funding of the climate change skeptic network at the time.4John R. Mashey.ย โ€œFake science, fakexperts, funny finances, free of tax 2โ€ (PDF), October 23,ย 2012.ย In addition to his own foundation, David H. Koch also servedย on the boards of theย Cato Instute, theย Reason Foundation, and theย Americans for Prosperity Foundation.5โ€œDavid H. Koch Charitable Foundation and Personal Philanthropy,โ€ Koch Family Foundations. Archived September 19, 2015. Archive URL: https://archive.vn/lKdnt

Theย Center for Media and Democracy’s SourceWatch reportsย how the Koch Foundations also have ties toย DonorsTrust, a โ€œdonor-advised fundโ€ which obscures the identity of individual donors.6โ€œKoch Family Foundations,โ€ SourceWatch. Accessed September,ย 2015.ย Mother Jones called DonorsTrust โ€œthe dark-money ATM of the conservative movement.โ€ According to SourceWatch, the Koch brothers are โ€œare key funders of the right-wing infrastructure, including theย American Legislative Exchange Council (ALEC)ย and theย State Policy Network (SPN).โ€7Andy Kroll. โ€œExposed: The Dark-Moneyย ATMย of the Conservative Movement,โ€ย Mother Jones,ย February 5, 2013. ย Archived September 19, 2015.ย Archive URL: https://archive.vn/uNf46

Aย report by the Center for Public Integrityย lists a number of DonorsTrust funders that also have ties to the Koch brothers including the Knowledge and Progress Fund, one of the group’s largest known contributors, which donated nearly $9 million from 2005 to 2012. Other contributors known to have donated at least $1 million to DonorsTrust include theย Richard and Helen DeVos Foundation,ย Donald & Paula Smith Family Foundation,ย Searle Freedom Trust,ย Lynde and Harry Bradley Foundation, and theย John M. Olin Foundation.8Paul Abowd. โ€œDonors use charity to push free-market policies in states,โ€ The Centre for Public Integrity, February 14, 2013. Archived September 19, 2015. Archive URL: https://archive.vn/yH2Nr

Koch Family Foundationย 990s

In addition to the below documents, see the GreenPeace Polluterwatch project’s archive of Koch Foundation 990 forms here.

David H. Koch Foundation (EINย 48-0926946)

The Koch Family Foundations website describes David Koch as a โ€œpassionate believer in free societies,โ€ who hadย funded โ€œresearch and education programs that analyze how freedom creates prosperity and advances socialย progress.โ€

990ย Forms

Charles G. Koch Foundation (EINย 48-0918408)

990ย Forms

Claude R. Lambe Charitable Foundation (EINย 48-0935563)

* The Claude R. Lambe Charitable foundation disbanded in March, 2013.ย See their last-filed 2013 Form 990ย forย details.

990ย Forms

Knowledge and Progress Fund (EINย 54-1899251)

990ย Forms

Charles Koch Institute (EINย 27-4967732)

The Charles Koch Institute was established in 2011 and is active in the area of professional education, research and training programs for careers in advancing economic freedom. It runs the Koch Internship Program, the Koch Associate Program, andย Liberty@Work.

According to their website, โ€œThrough the Instituteโ€™s professional education, research, and training programs, we work to prepare professionals for careers that improve well-being by advancing free societies.โ€9โ€œAbout the Institute,โ€ Charles Koch Institute. Archived September 19, 2015.ย Archive URL: https://archive.vn/LXesr

The Charles Koch Institute’sย 2013 990 form (PDF)ย states that theirย mission is the โ€œadvancement of liberty and economic freedom by educating students in a classroom.โ€10โ€œCharles Koch Institute,โ€ 2013 Form 990-PF.ย Archived .pdf on file at DeSmog.

990ย Forms

Koch Family Foundation, formerly Fred and Maryย Koch Foundation (EINย 48-6113560)

The Koch Family Foundation, prior to its 2019 tax return operating as the Fred and Mary Koch Foundation, has supported โ€œthe arts, youth development programs and educationโ€ in Kansas.11Homepage, Fmkfoundation.org. Archived April 13, 2017. Archive.isย URL:ย https://archive.is/kBgKz

990ย Forms

Chase Koch Foundation (EIN 83-1697305)

990 Forms

CCKC4 Inc. (EIN 83-3116152)

990 Forms

Charles Koch Charitable Fund (EIN 85-4058882)

Youth Entrepreneurs (EIN 48-1187886)

Youth Entrepreneurs has been presented as “an educational program that started in 1991 in Wichita by Liz and Charles Koch with support from Georgia-Pacific,” according to Georgia-Pacific.12Youth Entrepreneurs Continues to Grow with the Help of GP,” Georgia-Pacific, September 2019. Archived December 17, 2022. Archive URL: https://archive.vn/hr9Us

Stance on Climateย Change

As reported by Greenpeace,ย The Koch Family has contributed at leastย $88,810,770ย million toย fund organizations and projects questioning mainstream science behind man-made climate change since 1997.13โ€œKoch Industries: Secretly Funding the Climate Denial Machine,โ€ย Greenpeace.org. Accessed March 11, 2017. Data on file atย DeSmog.

Funding

The following information is based on a combination of research byย Greenpeace USA, data from the Conservative Transparency Project, and original research by DeSmog with data fromย 1986 to 2018. Some organizations have been excluded, however can be found in the full list in the attached spreadsheet below.14โ€œKoch Industries: Secretly Funding the Climate Denial Machine,โ€ย Greenpeace.org. Accessed March 11, 2017. Data on file atย DeSmog.

*Note that values prior to 1998 cannotย be independently verified by DeSmog, as original 990 forms are not available. 1997 and prior valuesย are based on Conservative Transparency’sย archived data.ย Those totals can be filtered out in the attached spreadsheet of Koch Foundation Funding by year (.xlsx) ifย desired.

Koch Universityย Funding

Greenpeace hasย extensively documented Koch’s funding of American universities.ย Their most recent data totals over $100M in funding to 364 univerties and colleges.ย According to Greenpeace’s report titled โ€œKoch Pollution on Campus,โ€ย there is โ€œEvidence at schools like George Mason University, Florida State University, Clemson University and Suffolk University fits a familiar pattern: Charles Koch expects a specific return on his large investments.โ€œ15โ€œKoch Pollution on Campus,โ€ Greenpeace. Accessed May 19, 2017. Data on file atย DeSmog.

According to SourceWatch, university faculty affiliated with the American Association of University Professors (AAUP) have โ€œconsistently condemned the contracts that Charles Koch Foundation has arranged with universities receiving large grants for violating the longstanding principles of academic freedom and shared governance.โ€16โ€œKoch Universities,โ€ SourceWatch. Accessed September 19,ย 2015.ย 

Politico Magazineย reported on the Koch’s strategy for funding universities in a 2014 article titled โ€œCharles Koch’s Brainโ€:17Daniel Schulman. โ€œCharles Kochโ€™s Brain,โ€ย Politico, September/October 2014. Archived September 20, 2015.ย Archive URL: https://archive.vn/ACq8r

โ€œThe plan he and Koch eventually set in motion involved a three-tiered model in which the production, packaging and marketing of ideas was akin to the manufacturing of Lycra (one of Koch Industriesโ€™ signature products). Their plan for bringing about a free-market epoch and the business model of Koch Industriesโ€”gathering raw materials and refining them into more valuable products consumers desireโ€”were basically one and the same.

To facilitate the production of these raw materials, Koch pumped millions of dollars into hundreds of universities. These contributionsโ€”which totaled nearly $31 million from 2007 to 2011 aloneโ€”have gone to endow professorships, underwrite free-market economics programs and sponsor conferences for libertarian thinkers. (Koch was not a passive investor: When his foundation provided $1.5 million to hire a pair of economics professors at Florida State University, his representatives insisted on a contract with the school that gave them veto power over job candidates.)

Step two of the process, Fink once explained inย Philanthropyย magazine, entailed taking the intellectual output of these academic programs, ideas ‘often unintelligible to the layperson and seemingly unrelated to real-world problems,’ and refining them into a ‘useable form.’

This was the domain of the Cato Institute, Mercatus and the dozens of other free-market, antiregulatory policy shops that Charles, David and their foundations have supported. Organizations like these churned out reports, position papers and op-eds arguing for the privatization of Social Security; fingering public employee unions for causing state budget crises; attempting to debunk climate science; and making the case for slashing the welfare system and Medicaid.

The third piece of the master plan was mobilizing citizen-activistsโ€”or at least creating the illusion of a grass-roots groundswell. These activists would agitate for the same policies the academics had conceptualized and the think tanks had refined into talking points and policy prescriptions. As David Koch once explained, ‘What we needed was a sales force.’โ€

DeSmogย reportedย how George Mason University and the associated George Mason University Foundation have received over $35 million from Koch Family charitable Foundations from 2005 to 2013. Notably, Koch also has personnel involved with the university includingย Richard Finkย who serves on the board of directors of the Mercatus Center and the Institute for Humane Studies.18โ€œKoch and George Mason University,โ€ย DeSmog.

Theย Huffington Postย reported how the Institute for Humane Studies at George Mason University worked to find โ€œliberty-mindedโ€ teachers willing to focus on a libertarian message while other groups funded by the Kochs, likeย Youth Entrepreneurs, focused on high school students with the underlying goal โ€œto impart Koch’s radical free-market ideology to teenagers.โ€19Christina Wilkie and Joy Resmovits. โ€œKoch High: How The Koch Brothers Are Buying Their Way Into The Minds Of Public School Students,โ€ย Huffington Post, July 16, 2014. Archived September 20,ย 2015.ย  20โ€œKoch Pollution on Campus,โ€ Greenpeace. Accessed May 19, 2017. Data on file atย DeSmog.

Koch Universityย Funding

The following data is a combination of data archived by the Conservative Transparency project and original research byย DeSmog.

*Note that values prior to 1998 cannotย be independently verified by DeSmog, as original 990 forms are not available. 1997 and prior valuesย are based on Conservative Transparency’sย archived data.ย Those totals can be filtered out in the attached spreadsheet of Koch Foundation Funding by year (.xlsx) ifย desired.

VELA Education Fund (EIN 84-4185046)

“[A] project supported by the Walton Family Foundation and the Charles Koch Institute,” launched in 2020.21(Press Release). “RELEASE: New VELA Education Fund Launches with $1M Meet the Moment Grant Program,” Vela Education Fund, August 3, 2020. Archived December 16, 2022. Archive URL: https://archive.vn/WxKif

Zero Zero One

The 2019 Charles Koch Foundation tax filing shows Zero Zero One on its list of “Schedule of Contributors” (Schedule B) form. Zero Zero One’s President Tobias L. Teal has connections to a variety of Koch-owned subsidiary groups.22TOBIAS TEAL,” Corporationwiki. Archived December 16, 2022. Archive URL:https://archive.vn/Y5G6R

Keyย People

David H. Kochย Foundation

As of 2013’s form 990-PF:

  • David H. Kochย โ€”ย President/Director
  • Ruth E. Williamsย โ€”ย Secretary
  • Heather Loveย โ€”ย Treasurer

Charles G. Kochย Foundation

As of 2013’s form 990-PF:

  • Charles Chase Kochย โ€”ย Director
  • Elizabeth B. Kochย โ€”ย Director
  • Charles G. Kochย โ€”ย Director/Chairman
  • Heather Loveย โ€”ย Treasurer
  • Brian Menkesย โ€”ย Secretary
  • Richard H. Finkย โ€”ย President/Director

As of 2013’s form 990-PF, โ€œhighest paid employeesโ€ย included:

  • Charles Rugerย โ€” PGM OFF Higherย Education
  • Ryan Stowersย โ€” PGM Dir Higherย Education
  • Derek Johnsonย โ€” PGM OFF Higherย Education
  • Adam Kisselย โ€” PGM OFF Universityย Investment
  • Brennan Brownย โ€” PGM OFF Academicย Program

Claude R. Lambe Charitable Foundation (Sinceย Disbanded)

According to the Claude R. Lambe’s last filedย form 990-PF (2013):

  • Richard H. Finkย โ€”ย President/Director
  • Logan Mooreย โ€”ย Secretary
  • Heather Loveย โ€”ย Treasurer
  • Charles G. Kochย โ€”ย Director
  • Elizabeth B. Kochย โ€”ย Director
  • Charles C. Kochย โ€”ย Director

Knowledge and Progressย Fund

As of their 2013 form 990-PF:

  • Richard H. Finkย โ€”ย President/Director
  • Logan Mooreย โ€”ย Secretary
  • Heather Loveย โ€”ย Treasurer
  • Charles G. Kochย โ€”ย Director
  • Elizabeth B. Kochย โ€”ย Director
  • Charles C. Kochย โ€”ย Director

Charles Kochย Institute

According to the Institute’s 2013 form 990-PF:

  • Charles G. Kochย โ€”ย Director
  • Charles Chase Kochย โ€”ย Director
  • Elizabeth B. Kochย โ€”ย Director
  • Richard Finkย โ€”ย Director
  • Brian Menkesย โ€”ย Secretary
  • Heather Loveย โ€”ย Treasurer
  • Kevin Gentryย โ€” Viceย President
  • Logan Mooreย โ€” Director ofย Operations
  • Kathleen Robertsย โ€” Director – Alumni/Ext.ย Relations
  • Tonya Mullinsย โ€” Director – Communications andย Marketing
  • Leah Krohnย โ€” Instructor – MBM

DeSmog Reporting onย Koch

Socialย Media

Other Resources

Resources

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