Charles Koch Institute logo

Charles Koch Institute

ARLINGTON, VA EIN: 27-4967732 Website

The Charles Koch Institute is a libertarian-oriented public policy research, programming, grant-making, and fellowship-funding organization based in Arlington, Virginia. Established in 2011, it is named after Charles Koch, its founder and primary financier. The organization is housed in a building shared with the Charles Koch Foundation.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$445.9M

+3.7% YoY

Annual Giving

$386K

-4.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$386K

-4.1% YoY

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

Mission & Focus Areas

The Charles Koch Institute supports educational programs and dialogue to advance principles of free people capable of extraordinary things. The organization is dedicated to identifying new perspectives and ideas that help people accomplish great things for themselves and others.

The institute funds research that furthers understanding of how cronyism and corporate welfare affect individual and societal well-being. Its work encompasses:

  • Educational programs and classroom instruction regarding principles that enable individuals to live their best lives
  • Paid internships and job placement assistance for students and professionals
  • Civil discussion about important issues including free speech, foreign policy, and criminal justice reform
  • Research and programming on conservative economic policies and non-interventionist foreign policy

Grantmaking

According to recent financial data, the organization made total giving of $663,274 based on its most recent IRS Form 990 filing. Typical grant awards range from $7,700 to $300,000.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

37states
+29 more states

Cities

AlexandriaArlingtonAustinBaltimoreBeavertonBerkeleyBeverly HillsBoiseBostonBoulderBozemanBridgeportBrightonBrooklynBurkeCamp HillCharlestonChicagoColumbusDallas

Financial History

Multi-year comparison from IRS filings

As of December 2023:

  • Total Assets: $429,977,010
  • Total Revenues: $1,624,887
  • Total Expenses: $4,819,091
  • Total Liabilities: $950,000
  • Number of Employees: 19

Revenue Breakdown (2023):

  • Grants and contributions: $148,120
  • Investment income and dividends: $160,949
  • Net rental income: $183,838
  • Miscellaneous revenues: $1,131,980

The organization is designated as a 501(c)(3) public charity and has been tax-exempt since August 2011. It holds a Three-Star rating based on an 85% overall score.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15M$30M$45M$60M201920202021202220232024
Metric202420232022
Total Assets$445,902,132$429,977,010$418,635,336
Revenue$8,326,158$1,624,887$1,634,855
Expenses$2,980,960$4,819,091$4,682,428
Qualifying Distributions
Net Investment Income$268,748$160,949$2,449,715
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$12M$24M$36M$47M0 grants2019143 grants2020149 grants202133 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

(SEE STATEMENT)$386K

Grant Size Distribution

135 grants across all recorded years

56<$50K14$50–100K25$100–250K17$250–500K14$500K–1M9$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

The institute is governed by a board of directors composed of Charles Koch, Chase Koch, Elizabeth Koch, and Richard Fink. Brian Hooks serves as president. Derek Johnson serves as Executive Director.

Compensation Overview

From 2024 IRS filing

HUGH CHERRYMANAGING DIRECTOR$208KANDREW DELMEGEDIRECTOR, EDUCATION$133KJason HugheySenior Manager, SCALED EDUCA…$125KLEE SIMMONSSENIOR RECRUITER$119K

From 2024 filing

NameTitleHoursCompensation
DALE GIBBENSDIRECTOR/EXECUTIVE VP50
BRIAN HOOKSDIRECTOR1
CHARLES CHASE KOCHDIRECTOR/CHAIRMAN1
DAVE ROBERTSONDIRECTOR1
DEREK JOHNSONEXECUTIVE DIRECTOR1
HENRICH HEUERTREASURER1
Weston EdwardsSECRETARY1
ANDREW DELMEGEDIRECTOR, EDUCATION50$132,643
HUGH CHERRYMANAGING DIRECTOR50$208,304
Jason HugheySenior Manager, SCALED EDUCATION50$125,421
LEE SIMMONSSENIOR RECRUITER50$118,518

Recent News & Activity

Recent developments and announcements

The Charles Koch Foundation (affiliated with the institute) has supported talent training initiatives, including a grant supporting the Kansas Leadership Center's talent training program for mid-size companies. The Catalyze Challenge, associated with the Charles Koch Foundation, awarded $3.3 million in education grants to help Americans pursue purposeful careers.

Koch Foundation grant supports Kansas Leadership Center talent training for

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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