Civic Intelligence

Kohler Trust for Clean Water

EIN 32-6513655 • 501(c)3 • Kohler, WI

Profile

To provide support and assistance to a class of public charities that have as their charitable purposes improving water quality, sanitation or sustainability of water supply.

725X Woodlake RdKohler, WI 53044

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Net Margin

84th percentile

27%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

99th percentile

135%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2025

Revenue Growth

98th percentile

219%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$285,809,231

Up $2,061,758 (+0.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$285,809,231

Up $2,061,758 (+0.7%) from 2024

Operations
Liabilities / Revenue2nd percentileNet Margin84th percentile

Revenue

Down

$7,599,443

Down $279,965,998 (-97%) from 2024

Expenses

Up

$5,576,993

Up $1,620,582 (+41%) from 2024

Net Income

Down

$2,022,450

Down $281,586,580 (-99%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2019: $16,198,280Liabilities 2019: $0Net Assets 2019: $16,198,2802019Assets 2020: $16,230,080Liabilities 2020: $0Net Assets 2020: $16,230,0802020Assets 2021: $15,752,712Liabilities 2021: $0Net Assets 2021: $15,752,7122021Assets 2022: $22,024,064Liabilities 2022: $0Net Assets 2022: $22,024,0642022Assets 2023: $16,221,849Liabilities 2023: $0Net Assets 2023: $16,221,8492023Assets 2024: $283,747,473Liabilities 2024: $0Net Assets 2024: $283,747,4732024Assets 2025: $285,809,231Liabilities 2025: $0Net Assets 2025: $285,809,2312025

Highlighted filing

2025

Assets$285,809,231
Liabilities$0
Net Assets$285,809,231
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300M$200M$100M$0Revenue 2019: $16,198,280Expenses 2019: $0Net Income 2019: $16,198,2802019Revenue 2020: $187,874Expenses 2020: $156,074Net Income 2020: $31,8002020Revenue 2021: $187,747Expenses 2021: $159,995Net Income 2021: $27,7522021Revenue 2022: $233,071Expenses 2022: $197,949Net Income 2022: $35,1222022Revenue 2023: $223,666Expenses 2023: $196,020Net Income 2023: $27,6462023Revenue 2024: $287,565,441Expenses 2024: $3,956,411Net Income 2024: $283,609,0302024Revenue 2025: $7,599,443Expenses 2025: $5,576,993Net Income 2025: $2,022,4502025

Highlighted filing

2025

Revenue$7,599,443
Expenses$5,576,993
Net Income$2,022,450
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$285,809,231
Liabilities
$0
Net assets
$285,809,231
Revenue
$7,599,443
Expenses
$5,576,993
Net income
$2,022,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$286$0.00$286$7.60$5.58$2.02
2024Detailed filing. Detailed filing data is available for this year.$284$0.00$284$288$3.96$284
2023Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.22$0.20$0.03
2022Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$0.23$0.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.19$0.16$0.03
2020Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.19$0.16$0.03
2019Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$16.2$0.00$16.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Dec 10, 2025
Return Version
2024v5.2
Gross Receipts
$21,047,656
Mission and Program Overview

Mission

To provide support and assistance to a class of public charities that have as their charitable purposes improving water quality, sanitation or sustainability of water supply.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$282,257,500$282,257,500→ $0
Investments in Publicly Traded Securities$1,469,427$3,536,740▲ $2,067,313
Savings and Temporary Cash Investments$19,996$13,550▼ $6,446
Cash and Non-Interest-Bearing Accounts$550$1,441▲ $891
Total Assets$283,747,473$285,809,231▲ $2,061,758
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$283,747,473$285,809,231▲ $2,061,758
Total Net Assets Fund Balance$283,747,473$285,809,231▲ $2,061,758
Total Liabilities and Net Assets / Fund Balance$283,747,473$285,809,231▲ $2,061,758

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$282,257,500--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David KohlerTrustee
George Greene IvTrustee
Laura E KohlerTrustee
Michael ReuterTrustee
Monica EllisTrustee
Rebecca KlaperTrustee
Jeffrey P CheneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$7,599,443
Other Revenue
$0
Change in Net Assets
$2,022,450

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,597,537
Revenue Not Reported on Financial Statements
$1,906
Revenue Not Reported on Form 990
$39,308
Total Revenue per Audited Statements
$7,636,845
Total Revenue per Form 990
$7,599,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,490,000
Other Expenses$86,993
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,490,000--$5,490,000
Fees for Services Accounting-$9,303-$9,303
Fees for Services Legal-$8,084-$8,084
Travel-$3,209-$3,209
Fees for Service Investment Mgmnt Fees-$1,906-$1,906
Other Expenses-$1,832-$1,832
Total Functional Expenses$5,490,000$86,993$0$5,576,993

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,576,993
Expenses per Audited Statements$5,575,087
Total Expenses per Audited Statements$5,575,087
Expenses Not Reported on Financial Statements$1,906
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Uwm School of Freshwater SciencesMilwaukee, WISection 501(c)(3)Improving Water Quality, Sanitation or Sustainability$2,500,000
The Nature ConservancyMadison, WISection 501(c)(3)Improving Water Quality, Sanitation or Sustainability$1,190,000
Global Water ChallengeArlington, VASection 501(c)(3)Improving Water Quality, Sanitation or Sustainability$1,000,000
Water MissionNorth Charleston, SCSection 501(c)(3)Improving Water Quality, Sanitation or Sustainability$800,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Laura kohler and david kohler are siblings.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the chair before the return is filed.”

Form 990, Part VI, Section B, Line 12C

“Any activity of the trust that may encounter a conflict is reviewed with legal counsel.”

Form 990, Part VI, Section C, Line 19

“Forms are available upon request with nominal copying costs.”

Filing and Contact Details

Filer

Filer Name
Kohler Trust for Clean Water
EIN
32-6513655
Phone
9204581972
Address
725X WOODLAKE RD, KOHLER, WI 53044

Signing Officer

Name
Laura E Kohler
Title
Trustee
Phone
9204581972
Signed
2025-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura E Kohler
Formed
2018
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
790 N WATER ST SUITE 2000, MILWAUKEE, WI 53202
Preparer
Troy Marine
Phone
4147775500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust has received a determination letter from the internal revenue service dated september 27, 2018, ruling that the trust qualifies as a tax-exempt organization under section 501(c)(3) of the u. S. Internal revenue code and corresponding provisions of state law and accordingly is not subject to federal or state income tax. The tax effects from an uncertain tax position can be recognized in the financial statements, only if the position is more likely than not to be sustained on audit, based on the technical merits of the position. The trust recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more likely than not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50% likelihood of being realized, upon ultimate settlement with the relevant tax authority. With few exceptions, the trust is no longer subject to u.s. Federal or state income tax examinations by tax authorities for the fiscal years ending before 2022 (2021 for the state of wisconsin).”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST HAS DESIGNATED THE CLASS OF SUPPORTED ORGANIZATIONS THAT HAVE AS THEIR CHARITABLE PURPOSES OF IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY OF WATER SUPPLY. THE TRUST AND TRUSTEES MAY AT ANY TIME SUBSTITUTE ONE SUPPORTED ORGANIZATION FOR ANOTHER, ADD NEW OR ADDITIONAL SUPPORTED ORGANIZATIONS, IN ACCORDANCE WITH TREASURY REGULATIONS SECTION 1.509(A)-4(D)(3), PROVIDED THAT THE TRUST QUALIFIES AS A TYPE II SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST ADDED THE FOLLOWING SUPPORTED ORGANIZATION DURING THE TAX YEAR: GLOBAL WATER CHALLENGE 2900 S. QUINCY STREET, SUITE 375 ARLINGTON, VA 22206 EIN 26-1407784 THE REASON FOR THE ADDITION: IN FURTHERANCE OF THE TRUST'S PURPOSE AND INTENT AS STATED IN SECTION 2.1 OF ITS ORIGINATING TRUST DOCUMENT, TO INCREASE OVERALL IMPACT AND ACHIEVE THE GOAL OF IMPROVING WATER QUALITY, SANITATION, AND SUSTAINABILITY OF WATER SUPPLY. THE AUTHORITY UNDER THE TRUST DOCUMENT. THE TRUST HAS DESIGNATED THE CLASS OF SUPPORTED ORGANIZATIONS THAT HAVE AS THEIR CHARITABLE PURPOSES OF IMPROVING WATER QUALITY, SANITATION, OR SUSTAINABILITY OF WATER SUPPLY. THE TRUST AND TRUSTEES MAY AT ANY TIME SUBSTITUTE ONE SUPPORTED ORGANIZATION FOR ANOTHER, ADD NEW OR ADDITIONAL SUPPORTED ORGANIZATIONS, IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.509 (A) 4(D) (3), PROVIDED THAT THE TRUST QUALIFIES AS A TYPE II SUPPORTING ORGANIZATION. HOW WAS THE ACTION ACCOMPLISHED: BY UNANIMOUS VOTE OF THE TRUSTEES AT THE ANNUAL MEETING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE IRS ISSUED A DETERMINATION LETTER DATE SEPTEMBER 27, 2018 IDENTIFYING THE TRUST AS A TYPE II SUPPORTING ORGANIZATION UNDER IRC SECTION 509 (A) (3). CONSISTENT WITH THE TRUST AGREEMENT AND THE FACTS SET FORTH ON THE TRUST'S FORM 1023 APPLICATION, A MAJORITY OF THE TRUSTEES OF THE TRUST ARE OFFICERS, DIRECTORS, AND/OR SENIOR MANAGEMENT OF WATER MISSION, THE NATURE CONSERVANCY, AND THE UNIVERSITY OF WISCONSIN-MILWAUKEE, SCHOOL OF FRESHWATER SCIENCES, AS SPECIFIED IN THE ORIGINATING TRUST DOCUMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 5A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION C, LINE 1:
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0571116978
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1530242652
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2391805963
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3261407784
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd37
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0800000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11190000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt22500000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt31000000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WATER MISSION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE NATURE CONSERVANCY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2UNIVERSITY OF WISCONSIN-MILWAUKEE SCHOOL OF FRESHWATER SCIENCES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3GLOBAL WATER CHALLENGE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt05490000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01906
IRS990ScheduleD/ExpensesSubtotalAmt05575087
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01906
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01906
IRS990ScheduleD/NetUnrealizedGainsInvstAmt039308
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0282257500
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN KOHLER CO.
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt039308
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01906
IRS990ScheduleD/RevenueSubtotalAmt07597537
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED SEPTEMBER 27, 2018, RULING THAT THE TRUST QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U. S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND ACCORDINGLY IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAX. THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS, ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TRUST RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED, UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE FISCAL YEARS ENDING BEFORE 2022 (2021 FOR THE STATE OF WISCONSIN).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0282257500
IRS990ScheduleD/TotalExpensesPerForm990Amt05576993
IRS990ScheduleD/TotalRevenuePerForm990Amt07599443
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07636845
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05575087
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0800000
IRS990ScheduleI/RecipientTable/CashGrantAmt12500000
IRS990ScheduleI/RecipientTable/CashGrantAmt21190000
IRS990ScheduleI/RecipientTable/CashGrantAmt31000000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0SECTION 501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1SECTION 501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2SECTION 501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3SECTION 501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WATER MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UWM SCHOOL OF FRESHWATER SCIENCES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THE NATURE CONSERVANCY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3GLOBAL WATER CHALLENGE
IRS990ScheduleI/RecipientTable/RecipientEIN0571116978
IRS990ScheduleI/RecipientTable/RecipientEIN1391805963
IRS990ScheduleI/RecipientTable/RecipientEIN2530242652
IRS990ScheduleI/RecipientTable/RecipientEIN3261407784
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 71489
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1600 E GREENFIELD AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2633 WEST MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32900 S QUIINCY STREET SUITE 375
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NORTH CHARLESTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2MADISON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd029415
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153204
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd253703
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd322206
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A MAJORITY OF THE TRUSTEES ARE DIRECTORS/OFFICERS/SENIOR MANAGEMENT OF THE SUPPORTED ORGANIZATIONS RECEIVING THE GRANTS. THE TRUST IS IN REGULAR CONTACT WITH THE SUPPORTED ORGANIZATIONS THROUGHOUT THE YEAR. THE SUPPORTED ORGANIZATION'S SENIOR MANAGEMENT ATTEND THE TRUST'S ANNUAL MEETING AND PROVIDE THE TRUST ANNUAL FOLLOW UP REPORTS ON HOW THE GRANTS HAVE BEEN UTILIZED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAURA KOHLER AND DAVID KOHLER ARE SIBLINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE CHAIR BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY ACTIVITY OF THE TRUST THAT MAY ENCOUNTER A CONFLICT IS REVIEWED WITH LEGAL COUNSEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORMS ARE AVAILABLE UPON REQUEST WITH NOMINAL COPYING COSTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0283747473
IRS990/TotalAssetsEOYAmt0285809231
IRS990/TotalAssetsGrp/BOYAmt0283747473
IRS990/TotalAssetsGrp/EOYAmt0285809231
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086993
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05490000
IRS990/TotalFunctionalExpensesGrp/TotalAmt05576993
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0283747473
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0285809231
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05490000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07599443
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07599443
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0283747473
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0285809231
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03209
IRS990/TravelGrp/TotalAmt03209
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0725X WOODLAKE RD
IRS990/USAddress/CityNm0KOHLER
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053044
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A

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