Charles J & Elizabeth R Koch

Private foundation · Grantmaker Shaker Heights, OH EIN: 54-6506420

Charles J & Elizabeth R Koch is a private foundation based in Shaker Heights, Ohio. Its 2025 filing reports 19 grants totaling $135,250 to charitable organizations.

Charles J & Elizabeth R Koch at a glance

In short: Charles J & Elizabeth R Koch gave $135K across 19 grants in 2025 (avg $7K), top state Ohio. 11% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$135,250
+48.5% vs 2024
Grants made (2025)
19
-17.4% vs 2024
Average grant
$7,118
+79.8% vs 2024
Median grant
$1,000
Total assets
$891,381
-8.2% vs 2024
New grantees (estimate)
11% first-time grantees (2 of 19, 2025; small sample)
Primary geography
Ohio (33% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Charles J & Elizabeth R Koch

Accepts unsolicited proposals
No
How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 19701 N Park Boulevard, Shaker Heights, OH 44122
Phone: (216) 956-5250

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Charles J & Elizabeth R Koch funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Cleveland Clinic Foundation: $43KCleveland Clinic Foundation$43KSociety of the Four Arts: $25KSociety of the Four Arts$25KSt Thomas More Play Group: $15KSt Thomas More Play Group$15KMalta American Association: $12KMalta American Association$12KPeconic Bay Medical Center Foundation: $10KPeconic Bay Medical CenterFoundation$10KFlagler Museum: $10KFlagler Museum$10KJohn Hopkins University: $5KJohn Hopkins University$5KCatholic Charities of the Diocese of Palm Beach: $4KCatholic Charities of theDiocese of Palm Beach$4KLawrenceville School: $2KLawrenceville School$2KCleveland Orchestra: $1KCleveland Orchestra$1K

The largest 2025 recipient was Cleveland Clinic Foundation ($43K). Together the top 10 received $127K.

Grant Size Distribution

75 grants across all recorded years

73<$50K$50–100K$100–250K1$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 73 grants of 75 (97%).

Geographic Focus

Where this funder awards grants

In 2025, grant dollars went to recipients in Ohio (33%), Florida (28%), New York (27%), Connecticut (6%), and Maryland (4%). The listed grants also included recipients in New Jersey.

Grant Distribution by State

11states

Share of 2025 grant dollars across all 19 itemized grants.

Cities

DarienClevelandNashvilleNew YorkBaltimoreHunting ValleyPalm BeachSagamore HillsLawrencevilleLyndhurstStamfordPepper PikeRichfieldRiverheadRiviera BeachRowaytonChestnut HillHoustonKentNew London

Is Charles J & Elizabeth R Koch open to new grantees?

11%

first-time grantees, 2025

In 2025, 2 of 19 grantees (11%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $6K; repeat grants $7K. How we count

Medians: $6K first-time, $1K repeat.

  • 79% of 2025 grantees were also funded in 2024. Method
  • Giving grew 61% from 2022 to 2025. Method
  • In 2025 it paid out 255% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M10 grants2020 10 grants2021 10 grants2022 13 grants2023 23 grants2024 19 grants2025

From 2020 to 2025, annual grant giving ranged from $65K (2020) to $1.1M (2023). In 2025 it made 19 grants totaling $135K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Cleveland Clinic Foundation Cleveland, OHQualified Purpose of the Organization$43,300
Society of the Four Arts Palm Beach, FLQualified Purpose of the Organization$25,000
St Thomas More Play Group New York, NYQualified Purpose of the Organization$15,000
Malta American Association New York, NYQualified Purpose of the Organization$11,950
Peconic Bay Medical Center Foundation Riverhead, NYQualified Purpose of the Organization$10,000
Flagler Museum Palm Beach, FLQualified Purpose of the Organization$10,000
John Hopkins University Baltimore, MDQualified Purpose of the Organization$5,000
Catholic Charities of the Diocese of Palm Beach Riviera Beach, FLQualified Purpose of the Organization$3,500
Lawrenceville School Lawrenceville, NJQualified Purpose of the Organization$2,000
Cleveland Orchestra Cleveland, OHQualified Purpose of the Organization$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$891,381$63,538$143,528$135,25019$135,950$56,160$53,251
2024$971,295$156,935$101,626$91,07223$91,772$148,581$55,185
2023$1,136,394$216,955$1,080,178$1,070,50013$1,071,750$210,027$41,560
2022$1,859,372$15,530$108,283$84,00010$85,375$5,117$94,046
2021$1,987,631$139,771$123,164$94,50010$95,687$119,504$97,642
2020$1,836,544$180,162$88,708$64,50010—$159,213$69,864

Under IRS private-foundation payout rules, Charles J & Elizabeth R Koch reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The available information does not state a mission for the foundation. Its 2025 grants went to organizations including a children’s play group, medical and cultural institutions, and community and conservation organizations. For example, St Thomas More Play Group Inc describes its objective as providing a warm, supportive atmosphere for children beginning their social and academic journeys. Darien Library Inc says it provides content and programs to educate, entertain, and enrich the Darien community. Mather Homestead Foundation says it preserves the Mather Homestead to educate the community about historic life and Stephen Mather’s conservation legacy.

Grantmaking

In 2025, the foundation made 19 grants totaling $135,250. Grants ranged from $500 to $43,300, with a median of $1,000. The largest grants included $43,300 to Cleveland Clinic Foundation; $25,000 to Society of the Four Arts; $15,000 to St Thomas More Play Group; $11,950 to Malta American Association; and $10,000 each to Peconic Bay Medical Center Foundation and Flagler Museum.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists John David Koch as CIO and Giuliana C Koch, Marc Charles Koch, and David Lorenzo Koch as directors.

Charles J & Elizabeth R Koch's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • David Lorenzo Koch

    Director

    Trust Advisor → Director, 2024

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Marc Charles Koch

    Director

    Trust Advisor → Director, 2024

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Giuliana C. Koch

    Director

    On filings since 2024

    0.1 hrs/week

    No compensation reported

  • John David Koch

    CIO

    Director-Trust Advisor & Trust Advisor → Director-Trust Advisor, 2023

    Director-Trust Advisor → CIO, 2024

    On filings since 2020

    0.1 hrs/week

    No compensation reported

Former officers (2)
  • Former: Charles Brian Koch (2020–2022) — Trust Advisor
  • Former: Elizabeth R. Koch (2020–2022) — President-Chairman

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Charles J & Elizabeth R Koch

How much does Charles J & Elizabeth R Koch give each year?

Charles J & Elizabeth R Koch gave $135K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $91K across 23 grants.

What is Charles J & Elizabeth R Koch's typical grant size?

Charles J & Elizabeth R Koch's median grant in 2025 was $1,000, and its average grant was $7,118, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Charles J & Elizabeth R Koch that year got $6K on average.

Where does Charles J & Elizabeth R Koch give grants?

Charles J & Elizabeth R Koch's top state is Ohio, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Florida (28%) and New York (27%). The most frequent recipient cities were Darien, CT (5 grants), Cleveland, OH (2 grants), Palm Beach, FL (2 grants) and New York, NY (2 grants).

Does Charles J & Elizabeth R Koch give general operating support?

Not in 2025: none of the 19 grants with a stated purpose on Charles J & Elizabeth R Koch's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Qualified Purpose of the Organization" (19 grants).

Who are Charles J & Elizabeth R Koch's largest grantees?

Charles J & Elizabeth R Koch's largest 2025 grantees include Cleveland Clinic Foundation ($43,300), Society of the Four Arts ($25,000) and St Thomas More Play Group ($15,000), according to its 2025 IRS Form 990-PF. Together they received 62% of its itemized 2025 grant dollars.

How large is Charles J & Elizabeth R Koch?

Charles J & Elizabeth R Koch reported $891K in total assets on its 2025 IRS Form 990-PF. It paid out $136K in qualifying distributions that year, against a required minimum of $53K (roughly 5% of its investment assets).

What does Charles J & Elizabeth R Koch fund?

The available information does not state a mission for the foundation. Its 2025 grants went to organizations including a children’s play group, medical and cultural institutions, and community and conservation organizations. See mission & focus areas ↑

How do I apply for a grant from Charles J & Elizabeth R Koch?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Charles J & Elizabeth R Koch's EIN?

Charles J & Elizabeth R Koch's EIN (Employer Identification Number) is 54-6506420. IRS Form 990 filing data is available on this page for 2020–2025.

Does Charles J & Elizabeth R Koch accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 18, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 30, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 11, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)

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Cite this profile

Grantable. (2026). Charles J & Elizabeth R Koch funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/charles-j-and-elizabeth-r-koch-morg_82efa3d2a0954a8697d48a875c5675a0

BibTeX
@misc{grantable_546506420_2026,
  author       = {{Grantable}},
  title        = {{Charles J \& Elizabeth R Koch funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/charles-j-and-elizabeth-r-koch-morg_82efa3d2a0954a8697d48a875c5675a0},
  note         = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Charles J & Elizabeth R Koch's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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