Civic Intelligence

Kohler Trust for the Arts and Education

EIN 39-1274547 • 501(c)3 • Kohler, WI

Profile

To provide financial support to the beneficiaries listed in the trust governing instrument for pursing of their arts and education activities.

725X Woodlake RdKohler, WI 53044

n/A

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

5th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

56th percentile

6.8%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

52nd percentile

5.6%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

6.6%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$11,857,561

Up $632,879 (+5.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$11,857,561

Up $632,879 (+5.6%) from 2024

Operations
Liabilities / Revenue5th percentileNet Margin56th percentile

Revenue

Up

$10,226,650

Up $636,340 (+6.6%) from 2024

Expenses

Up

$9,529,486

Up $2,005,668 (+27%) from 2024

Net Income

Down

$697,164

Down $1,369,328 (-66%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$15M$10M$5.0M$0Assets 2011: $8,025,149Liabilities 2011: $0Net Assets 2011: $8,025,1492011Assets 2012: $7,974,261Liabilities 2012: $0Net Assets 2012: $7,974,2612012Assets 2013: $8,068,770Liabilities 2013: $0Net Assets 2013: $8,068,7702013Assets 2014: $8,149,595Liabilities 2014: $0Net Assets 2014: $8,149,5952014Assets 2015: $8,194,876Liabilities 2015: $0Net Assets 2015: $8,194,8762015Assets 2016: $8,138,084Liabilities 2016: $0Net Assets 2016: $8,138,0842016Assets 2017: $8,296,723Liabilities 2017: $0Net Assets 2017: $8,296,7232017Assets 2018: $8,569,710Liabilities 2018: $0Net Assets 2018: $8,569,7102018Assets 2019: $8,468,019Liabilities 2019: $0Net Assets 2019: $8,468,0192019Assets 2020: $8,614,854Liabilities 2020: $0Net Assets 2020: $8,614,8542020Assets 2021: $8,887,988Liabilities 2021: $0Net Assets 2021: $8,887,9882021Assets 2022: $9,068,772Liabilities 2022: $0Net Assets 2022: $9,068,7722022Assets 2023: $9,026,389Liabilities 2023: $0Net Assets 2023: $9,026,3892023Assets 2024: $11,224,682Liabilities 2024: $0Net Assets 2024: $11,224,6822024Assets 2025: $11,857,561Liabilities 2025: $0Net Assets 2025: $11,857,5612025

Highlighted filing

2025

Assets$11,857,561
Liabilities$0
Net Assets$11,857,561
Open 2025 Filing

Operations Trend

Revenue Growth47th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $3,423,6662011Expenses 2012: $3,497,3342012Revenue 2013: $3,466,131Expenses 2013: $3,499,859Net Income 2013: -$33,7282013Revenue 2014: $3,608,426Expenses 2014: $3,566,639Net Income 2014: $41,7872014Revenue 2015: $4,237,018Expenses 2015: $4,111,634Net Income 2015: $125,3842015Revenue 2016: $4,582,588Expenses 2016: $4,594,475Net Income 2016: -$11,8872016Revenue 2017: $4,998,047Expenses 2017: $4,934,641Net Income 2017: $63,4062017Revenue 2018: $5,049,766Expenses 2018: $4,936,968Net Income 2018: $112,7982018Revenue 2019: $5,295,784Expenses 2019: $5,236,029Net Income 2019: $59,7552019Revenue 2020: $4,392,207Expenses 2020: $4,286,185Net Income 2020: $106,0222020Revenue 2021: $4,302,607Expenses 2021: $4,279,555Net Income 2021: $23,0522021Revenue 2022: $5,585,156Expenses 2022: $5,311,925Net Income 2022: $273,2312022Revenue 2023: $5,399,381Expenses 2023: $5,236,466Net Income 2023: $162,9152023Revenue 2024: $9,590,310Expenses 2024: $7,523,818Net Income 2024: $2,066,4922024Revenue 2025: $10,226,650Expenses 2025: $9,529,486Net Income 2025: $697,1642025

Highlighted filing

2025

Revenue$10,226,650
Expenses$9,529,486
Net Income$697,164
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,857,561
Liabilities
$0
Net assets
$11,857,561
Revenue
$10,226,650
Expenses
$9,529,486
Net income
$697,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$0.00$11.9$10.2$9.53$0.70
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.00$11.2$9.59$7.52$2.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.03$0.00$9.03$5.40$5.24$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.07$0.00$9.07$5.59$5.31$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.89$0.00$8.89$4.30$4.28$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.61$0.00$8.61$4.39$4.29$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.47$0.00$8.47$5.30$5.24$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.57$0.00$8.57$5.05$4.94$0.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.30$0.00$8.30$5.00$4.93$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$4.58$4.59$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.19$0.00$8.19$4.24$4.11$0.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.15$0.00$8.15$3.61$3.57$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.07$0.00$8.07$3.47$3.50$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.97$0.00$7.97$3.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.03$0.00$8.03$3.42
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
$28,349,150
Mission and Program Overview

Mission

To provide financial support to the beneficiaries listed in the trust governing instrument for pursing of their arts and education activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,226,430$7,226,430→ $0
Investments in Publicly Traded Securities$3,976,395$4,620,738▲ $644,343
Savings and Temporary Cash Investments$21,477$8,914▼ $12,563
Cash and Non-Interest-Bearing Accounts$380$1,479▲ $1,099
Total Assets$11,224,682$11,857,561▲ $632,879
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,224,682$11,857,561▲ $632,879
Total Net Assets Fund Balance$11,224,682$11,857,561▲ $632,879
Total Liabilities and Net Assets / Fund Balance$11,224,682$11,857,561▲ $632,879

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$7,226,430--
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Laura KohlerChairperson/trustee
Renee BoldtSecretary/trustee
Jeffrey P CheneyTreasurer/trustee
Maeve QuinnTrustee
Michael BeeckTrustee
Rachel KohlerTrustee
Steve WoodsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$10,226,650
Other Revenue
$0
Change in Net Assets
$697,164

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,221,480
Revenue Not Reported on Financial Statements
$5,170
Revenue Not Reported on Form 990
$-64,285
Total Revenue per Audited Statements
$10,157,195
Total Revenue per Form 990
$10,226,650
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,496,000
Other Expenses$33,486
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,496,000--$9,496,000
Conferences and Meetings-$15,858-$15,858
Fees for Services Accounting-$8,789-$8,789
Fees for Service Investment Mgmnt Fees-$5,170-$5,170
Other Expenses-$3,669-$3,669
Total Functional Expenses$9,496,000$33,486$0$9,529,486

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,529,486
Expenses per Audited Statements$9,524,316
Total Expenses per Audited Statements$9,524,316
Expenses Not Reported on Financial Statements$5,170
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Conservation and Preservation PartnersSheboygan, WISection 501(c)(3)Operating Fund and Capital Improvement Fund and Endowment$4,871,500
John Michael Kohler Arts Center IncSheboygan, WISection 501(c)(3)Operating Fund, Acquisition and Stewardship Fund, and Marketing.$3,200,000
Lawrence UniversityAppleton, WISection 501(c)(3)Endowment Supporting Kohler Hall Renovations.$800,000
Lakeland UniversitySheboygan, WISection 501(c)(3)Kohler Teaching Scholars Program, Sheboygan County Scholars Program, and Promise Program.$365,000
Knox CollegeGalesburg, ILSection 501(c)(3)Kohler Endowed Scholarshop Fund and Endowment of Faculty Enrichment.$259,500
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
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
No
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 rachel kohler are siblings.”

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

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

Form 990, Part VI, Section B, Line 12

“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 the Arts and Education
EIN
39-1274547
Phone
9204581972
Address
725X WOODLAKE RD, KOHLER, WI 53044

Signing Officer

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

Organization Details

Principal Officer
Laura Kohler
Formed
1977
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
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 august 16, 1977, 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).”

Raw XML AppendixShowing 400 of 459 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL SUPPORT TO THE BENEFICIARIES LISTED IN THE TRUST GOVERNING INSTRUMENT FOR PURSING OF THEIR ARTS AND EDUCATION ACTIVITIES.
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WANDA BINTZLER
IRS990/BooksInCareOfDetail/PhoneNum09204581972
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0119 HIGHLAND DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0KOHLER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053044
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0380
IRS990/CashNonInterestBearingGrp/EOYAmt01479
IRS990/ChangeToOrgDocumentsInd00
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt015858
IRS990/ConferencesMeetingsGrp/TotalAmt015858
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt09496000
IRS990/CYInvestmentIncomeAmt010226650
IRS990/CYOtherExpensesAmt033486
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0697164
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt09529486
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010226650
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0JOHN MICHAEL KOHLER ARTS CENTER, INC (ART CENTER) - DISTRIBUTED TRUST INCOME IN SUPPORT OF THE ARTS CENTER'S PROGRAMMING, ART PRESERVE FUND, AND GENERAL OPERATING FUNDS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03200000
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08789
IRS990/FeesForServicesAccountingGrp/TotalAmt08789
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05170
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05170
IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0LAURA KOHLER
IRS990/Form990PartVIISectionAGrp/PersonNm1RENEE BOLDT
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFFREY P CHENEY
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL BEECK
IRS990/Form990PartVIISectionAGrp/PersonNm4RACHEL KOHLER
IRS990/Form990PartVIISectionAGrp/PersonNm5MAEVE QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVE WOODS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0559546
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt04871500
IRS990/ProgSrvcAccomActy3Grp/Desc0LAWRENCE UNIVERSITY - DISTRIBUTED TRUST INCOME TO THE SCHOOL'S ENDOWMENT SUPPORTING RENOVATIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0800000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0800000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0KNOX COLLEGE - SUPPORT SCHOLARSHIP EFFORTS OF THIS ORGANIZATION NAMED IN THE TRUST'S GOVERNING INSTRUMENT BY DISTRIBUTING INCOME TO THEM - $259,500LAKELAND UNIVERSITY - SUPPORT TEACHING SCHOLARS PROGRAM, PROMISE PROGRAM, AND SHEBOYGAN COUNTY SCHOLARS PROGRAM - $365,000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0624500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0624500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt07430000
IRS990/PYInvestmentIncomeAmt09590310
IRS990/PYOtherExpensesAmt093818
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02066492
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt07523818
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09590310
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0697164
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021477
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08914
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0A MAJORITY OF THE TRUSTEES ARE OFFICERS, DIRECTORS, AND/OR SENIOR MANAGEMENT OF THE SUPPORTED ORGANIZATIONS RECEIVING GRANTS, WHICH INCLUDES THE JOHN MICHAEL KOHLER ARTS CENTER, INC. (THE "ARTS CENTER"). UNDER THE TRUST'S GOVERNING INSTRUMENT, UP TO 85% OF THE TRUST'S ANNUAL NET INCOME IS TO BE DISTRIBUTED TO THE ARTS CENTER. UP TO 15% OF THE TRUST'S ANNUAL NET INCOME IS AVAILABLE FOR DISTRIBUTION TO THE EDUCATIONAL INSTITUTIONS LISTED IN THE TRUST'S GOVERNING INSTRUMENT. APPROPRIATE MANAGEMENT PERSONS AT THESE EDUCATIONAL INSTITUTIONS MAINTAIN SIGNIFICANT INVOLVEMENT AND REGULAR CONTACT WITH THE TRUST WITH REGARD TO GRANTS MADE TO THE RESPECTIVE ENDOWMENTS AND SCHOLARSHIP FUNDS. THE TRUST WORKS WITH THESE MANAGEMENT PERSONS TO ESTABLISH THE PARAMETERS FOR INVESTMENT OF THE FUNDS AND MONITOR THEIR FINANCIAL PERFORMANCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ACCORDING TO THE TRUST AGREEMENT, THE TRUST MAY MAKE CONTRIBUTIONS TO A TYPE I SUPPORTING ORGANIZATION THAT SOLELY SUPPORTS AND BENEFITS THE ARTS CENTER. FOR THE YEAR ENDING JANUARY 31, 2025, THE TRUST MADE CONTRIBUTIONS OF $3,200,000 TO THE JOHN MICHAEL KOHLER ARTS CENTER, INC., $4,871,500 TO CREATION AND PRESERVATION PARTNERS (CAPP) (A TYPE I SUPPORTING ORGANIZATION OF THE ARTS CENTER), $259,500 TO KNOX COLLEGE, $365,000 TO LAKELAND COLLEGE AND $800,000 TO LAWRENCE UNIVERSITY. FOR PURPOSES OF SCHEDULE A, PART I, LINE 12G REPORTING, THE TOTAL CONTRIBUTIONS OF $8,071,500 DISCLOSED FOR JOHN MICHAEL KOHLER ARTS CENTER, INC. IS THE SUM OF CONTRIBUTIONS MADE DIRECTLY TO THE ARTS CENTER ($3,200,000) AND CAPP ($4,871,500).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION C, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART I, LINE 12G:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt07
IRS990ScheduleA/SupportedOrganizationsTotalCnt07
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390821861
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1370673513
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2060910420
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3390806297
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4391085180
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5041843040
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6060646973
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd51
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd61
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd47
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd52
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd62
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0365000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1259500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3800000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt48071500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LAKELAND COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1KNOX COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2CHOATE ROSEMARY HALL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3LAWRENCE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4JOHN MICHAEL KOHLER ARTS CENTER INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5SMITH COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6YALE UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt09496000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05170
IRS990ScheduleD/ExpensesSubtotalAmt09524316
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05170
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05170
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-64285
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07226430
IRS990ScheduleD/OtherSecuritiesGrp/Desc0KOHLER CO. COMMON STOCK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt0-64285
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05170
IRS990ScheduleD/RevenueSubtotalAmt010221480
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED AUGUST 16, 1977, 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/TotalBookValueSecuritiesAmt07226430
IRS990ScheduleD/TotalExpensesPerForm990Amt09529486
IRS990ScheduleD/TotalRevenuePerForm990Amt010226650
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010157195
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09524316
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt04871500
IRS990ScheduleI/RecipientTable/CashGrantAmt1365000
IRS990ScheduleI/RecipientTable/CashGrantAmt2259500
IRS990ScheduleI/RecipientTable/CashGrantAmt3800000
IRS990ScheduleI/RecipientTable/CashGrantAmt43200000
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/IRCSectionDesc4SECTION 501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING FUND AND CAPITAL IMPROVEMENT FUND AND ENDOWMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1KOHLER TEACHING SCHOLARS PROGRAM, SHEBOYGAN COUNTY SCHOLARS PROGRAM, AND PROMISE PROGRAM.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2KOHLER ENDOWED SCHOLARSHOP FUND AND ENDOWMENT OF FACULTY ENRICHMENT.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3ENDOWMENT SUPPORTING KOHLER HALL RENOVATIONS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4OPERATING FUND, ACQUISITION AND STEWARDSHIP FUND, AND MARKETING.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CONSERVATION AND PRESERVATION PARTNERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LAKELAND UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2KNOX COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LAWRENCE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4JOHN MICHAEL KOHLER ARTS CENTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0461273322
IRS990ScheduleI/RecipientTable/RecipientEIN1390821861
IRS990ScheduleI/RecipientTable/RecipientEIN2370673513
IRS990ScheduleI/RecipientTable/RecipientEIN3390806297
IRS990ScheduleI/RecipientTable/RecipientEIN4391085180
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0608 NEW YORK AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 359
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22 EAST SOUTH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3711 E BOLDT WAY SPC 18
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4608 NEW YORK AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SHEBOYGAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SHEBOYGAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm2GALESBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm3APPLETON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SHEBOYGAN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053081
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153082
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd261401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd354911
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd453081
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 ORGANIZATIONS PROVIDE THE TRUST ANNTJAL FOLLOW UP REPORTS ON HOW THE GRANTS HAVE BEEN UTILIZED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAURA KOHLER AND RACHEL KOHLER ARE SIBLINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 FORM 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 12
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/TotalAssetsBOYAmt011224682
IRS990/TotalAssetsEOYAmt011857561
IRS990/TotalAssetsGrp/BOYAmt011224682
IRS990/TotalAssetsGrp/EOYAmt011857561
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033486
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09496000
IRS990/TotalFunctionalExpensesGrp/TotalAmt09529486
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00

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