Koch Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $901K in total assets. In 2024, it awarded 16 grants totaling $64K. Net investment income was $64K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$901K
-0.2% YoY
Annual Giving
$64K
+6.7% YoY
Grant Count
16
-5.9% YoY
Avg Grant Size
$4K
+13.3% YoY
Under IRS private-foundation payout rules, Koch Charitable Trust reported a distributable amount of $54K for 2024 — the minimum it must pay out in qualifying distributions.
About Koch Charitable Trust
Based on IRS filings
Koch Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $901K in total assets. In 2024, it awarded 16 grants totaling $64K. Net investment income was $64K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $900,848 | $902,431 | $925,888 |
| Revenue | $77,635 | $50,106 | $41,910 |
| Expenses | $78,875 | $73,624 | $65,008 |
| Qualifying Distributions | $64,400 | $60,400 | $48,400 |
| Net Investment Income | $63,734 | $34,684 | $28,186 |
| Distributable Amount | $54,240 | $51,124 | $53,904 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
72 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Down Syndrome Association of Minnesota ($8,000), Victory Churchnew London ($8,000), Wisconsin Community Services Inc ($8,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MARSHFIELD AREA COMMUNITY FOUNDATION MARSHFIELD, WI | PROGRAM SUPPORT | $3,000 |
| MEMORY LANE FARM INC MARSHFIELD, WI | PROGRAM SUPPORT | $5,000 |
| PENINSULA PLAYERS THEATRE FISH CREEK, WI | PROGRAM SUPPORT | $1,000 |
| CROSS THE DIVIDE SAN FRANCISCO, CA | PROGRAM SUPPORT | $3,000 |
| CORPORATION OF THE PRESIDENT UTAH, UT | PROGRAM SUPPORT | $2,000 |
| DOWN SYNDROME ASSOCIATION OF MINNESOTA ST PAUL, MN | PROGRAM SUPPORT | $8,000 |
| COMMUNITY CHURCH FISH CREEK FISH CREEK, WI | PROGRAM SUPPORT | $2,000 |
| VICTORY CHURCHNEW LONDON WAUPACA, WI | PROGRAM SUPPORT | $8,000 |
| THE FAMILY APPLETON, WI | PROGRAM SUPPORT | $2,000 |
| MARSHFIELD AREA UNITED WAY MARSHFIELD, WI | PROGRAM SUPPORT | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CARL F KOCH | TRUSTEE | 1 | — |
| KIM KOCH JEANSELME | TRUSTEE | 1 | — |
| KATHY S MALLORY | TRUSTEE | 1 | — |
| KRYSTAL M BOWMAN | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Koch Charitable Trust?
Koch Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $901K in total assets as of 2024.
How large is Koch Charitable Trust?
As of 2024, Koch Charitable Trust holds $901K in total assets with $78K in annual revenue. It awarded 16 grants totaling $64K in 2024.
Where does Koch Charitable Trust operate?
Koch Charitable Trust has awarded grants in California, Maryland, Minnesota, North Carolina, Utah, Virginia, Wisconsin.
What size grants does Koch Charitable Trust award?
In 2024, Koch Charitable Trust awarded 16 grants totaling $64K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Koch Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Koch Charitable Trust reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Koch Charitable Trust's EIN?
Koch Charitable Trust's EIN (Employer Identification Number) is 26-2813557. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Koch Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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