Civic Intelligence

Kohler Trust for Preservation

EIN 39-1579803 • 501(c)3 • Kohler, WI

Profile

To support the listed beneficiaries in their conservation and preservation efforts.

725X Woodlake RdKohler, WI 53044

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $10M-$25M 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

59th percentile

7.7%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

64th percentile

14%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$8,632,055

Up $618,209 (+7.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$8,632,055

Up $618,209 (+7.7%) from 2024

Operations
Liabilities / Revenue6th percentileNet Margin67th percentile

Revenue

Up

$4,473,780

Up $557,468 (+14%) from 2024

Expenses

Up

$3,859,572

Up $1,860,246 (+93%) from 2024

Net Income

Down

$614,208

Down $1,302,778 (-68%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$15M$10M$5.0M$0Assets 2011: $6,132,889Liabilities 2011: $0Net Assets 2011: $6,132,8892011Assets 2012: $6,203,036Liabilities 2012: $0Net Assets 2012: $6,203,0362012Assets 2013: $6,664,326Liabilities 2013: $0Net Assets 2013: $6,664,3262013Assets 2014: $7,122,732Liabilities 2014: $0Net Assets 2014: $7,122,7322014Assets 2015: $7,513,688Liabilities 2015: $0Net Assets 2015: $7,513,6882015Assets 2016: $7,563,550Liabilities 2016: $0Net Assets 2016: $7,563,5502016Assets 2017: $8,457,366Liabilities 2017: $0Net Assets 2017: $8,457,3662017Assets 2018: $9,862,612Liabilities 2018: $0Net Assets 2018: $9,862,6122018Assets 2019: $9,725,646Liabilities 2019: $0Net Assets 2019: $9,725,6462019Assets 2020: $10,642,591Liabilities 2020: $0Net Assets 2020: $10,642,5912020Assets 2021: $12,158,064Liabilities 2021: $0Net Assets 2021: $12,158,0642021Assets 2022: $13,328,615Liabilities 2022: $0Net Assets 2022: $13,328,6152022Assets 2023: $5,977,422Liabilities 2023: $0Net Assets 2023: $5,977,4222023Assets 2024: $8,013,846Liabilities 2024: $0Net Assets 2024: $8,013,8462024Assets 2025: $8,632,055Liabilities 2025: $0Net Assets 2025: $8,632,0552025

Highlighted filing

2025

Assets$8,632,055
Liabilities$0
Net Assets$8,632,055
Open 2025 Filing

Operations Trend

Revenue Growth64th percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2011: $1,174,3192011Revenue 2012: $1,509,754Expenses 2012: $1,201,854Net Income 2012: $307,9002012Revenue 2013: $1,348,509Expenses 2013: $1,218,101Net Income 2013: $130,4082013Revenue 2014: $1,582,033Expenses 2014: $1,228,185Net Income 2014: $353,8482014Revenue 2015: $2,065,771Expenses 2015: $1,416,141Net Income 2015: $649,6302015Revenue 2016: $1,947,486Expenses 2016: $1,580,503Net Income 2016: $366,9832016Revenue 2017: $2,179,009Expenses 2017: $1,698,789Net Income 2017: $480,2202017Revenue 2018: $2,371,880Expenses 2018: $1,700,827Net Income 2018: $671,0532018Revenue 2019: $2,355,343Expenses 2019: $1,813,603Net Income 2019: $541,7402019Revenue 2020: $2,222,595Expenses 2020: $1,497,649Net Income 2020: $724,9462020Revenue 2021: $1,815,300Expenses 2021: $1,522,829Net Income 2021: $292,4712021Revenue 2022: $3,437,093Expenses 2022: $1,870,657Net Income 2022: $1,566,4362022Revenue 2023: $2,703,096Expenses 2023: $8,784,230Net Income 2023: -$6,081,1342023Revenue 2024: $3,916,312Expenses 2024: $1,999,326Net Income 2024: $1,916,9862024Revenue 2025: $4,473,780Expenses 2025: $3,859,572Net Income 2025: $614,2082025

Highlighted filing

2025

Revenue$4,473,780
Expenses$3,859,572
Net Income$614,208
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$8,632,055
Liabilities
$0
Net assets
$8,632,055
Revenue
$4,473,780
Expenses
$3,859,572
Net income
$614,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$4.47$3.86$0.61
2024Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$3.92$2.00$1.92
2023Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$2.70$8.78$6.08
2022Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$3.44$1.87$1.57
2021Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.82$1.52$0.29
2020Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$2.22$1.50$0.72
2019Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.73$2.36$1.81$0.54
2018Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$2.37$1.70$0.67
2017Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$2.18$1.70$0.48
2016Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$1.95$1.58$0.37
2015Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$2.07$1.42$0.65
2014Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$1.58$1.23$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.66$0.00$6.66$1.35$1.22$0.13
2012Summary only. Only limited summary data is available for this year.$6.20$0.00$6.20$1.51$1.20$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.13$0.00$6.13$1.17
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
$21,087,772
Mission and Program Overview

Mission

To support the listed beneficiaries in their conservation and preservation efforts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,894,133$4,520,034▲ $625,901
Investments Other Securities$4,104,417$4,104,417→ $0
Savings and Temporary Cash Investments$14,455$6,242▼ $8,213
Cash and Non-Interest-Bearing Accounts$841$1,362▲ $521
Total Assets$8,013,846$8,632,055▲ $618,209
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,013,846$8,632,055▲ $618,209
Total Net Assets Fund Balance$8,013,846$8,632,055▲ $618,209
Total Liabilities and Net Assets / Fund Balance$8,013,846$8,632,055▲ $618,209

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,104,417--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Laura KohlerChairperson/trustee
David KohlerSecretary/trustee
Davor GrgicTrustee
George KoonceTrustee
Michael ReuterTrustee
Susan FladerTrustee
Tom BoldtTrustee
Jeffrey CheneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,473,780
Other Revenue
$0
Change in Net Assets
$614,208

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,468,717
Revenue Not Reported on Financial Statements
$5,063
Revenue Not Reported on Form 990
$4,001
Total Revenue per Audited Statements
$4,472,718
Total Revenue per Form 990
$4,473,780
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,700,000
Other Expenses$159,572
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,700,000--$3,700,000
Conferences and Meetings-$15,858-$15,858
Fees for Services Accounting-$8,789-$8,789
Fees for Service Investment Mgmnt Fees-$5,063-$5,063
Other Expenses$125,488$4,285-$4,285
Fees for Services Legal-$89-$89
Total Functional Expenses$3,825,488$34,084$0$3,859,572

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,859,572
Expenses per Audited Statements$3,854,509
Total Expenses per Audited Statements$3,854,509
Expenses Not Reported on Financial Statements$5,063
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nature Conservancy - Wisconsin ChapterMadison, WISection 501(c)(3)Restore Wetlands in the Greater Milwaukee Watersheds, Engineering Designs in the East River Watershed, Re-establishing River-run Whitefish Populations in the Great Lakes, Restoring Great Lakes Coastal Resiliency and Systemic Planning and Floodplain Restoration in the Misissippi River Basin.$1,575,000
Wade House a Historic Site of the State Historical SocietyGreenbush, WISection 501(c)(3)Marketing, Horse Program, Visitor Center Sign and Robinson House Interior Repairs and Interpretive Plan Development.$1,175,000
Wisconsin Historical SocietyMadison, WISection 501(c)(3)DIGITAL INFRASTRUCTURE IMPROVEMENTS, LEADERSHIP DEVELOPMENT & STAFFING PREPARATION FOR NEW HISTORY CENTER, CORE SERVICES: COLLECTIONS & HISTORIC SITES, WHS BRAND DEVELOPMENT, NEW WEBSITE AND MARKETING.$800,000
Aldo Leopold FoundationBaraboo, WISection 501(c)(3)Land Ethics for the Next Generation.$100,000
John Michael Kohler Arts Center IncSheboygan, WISection 501(c)(3)Preservation and Conservation of Art Collections.$50,000
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
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 david 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 Preservation
EIN
39-1579803
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
1990
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
8

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 july 23, 1990, 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 percent likelihood of being realized, upon ultimate settlement with the relevant tax authority. With few exceptions, the trust is no longer subject to us federal or state income tax examinations by tax authorities for the years ending before 2021 (2020 for the state of wisconsin).”

Raw XML AppendixShowing 400 of 476 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.

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IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04285
IRS990/OtherExpensesGrp/ProgramServicesAmt0125488
IRS990/OtherExpensesGrp/TotalAmt0125488
IRS990/OtherExpensesGrp/TotalAmt14285
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAURA KOHLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0NATURE CONSERVANCY - RESTORE WETLANDS IN THE GREATER MILWAUKEE WATERSHEDS, ENGINEERING DESIGNS IN THE EAST RIVER WATERSHED, RE-ESTALISHING RIVER-RUN WHITEFISH POPULATIONS IN THE GREAT LAKES, RESTORING GREAT LAKES COASTAL RESILIENCY AND SYSTEMIC PLANNING AND FLOODPLAIN RESTORATION IN THE MISSISSIPPI RIVER BASIN.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01575000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01575000
IRS990/ProgSrvcAccomActy3Grp/Desc0DIGITAL INFRASTRUCTURE IMPROVEMENTS, LEADERSHIP DEVELOPMENT & STAFFING PREPARATION FOR NEW HISTORY CENTER, CORE SERVICES: COLLECTIONS & HISTORIC SITES, WHS BRAND DEVELOPMENT, NEW WEBSITE AND MARKETING & COMMUNICATIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0800000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0800000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORTS CONSERVATION AND PRESERVATION EFFORTS AND PROGRAMS OF THE ORGANIZATIONS NAMED IN THE TRUST'S GOVERNING INSTRUMENT BY COORDINATING RELATIONSHIPS BETWEEN BENEFICIARIES, PROVIDING RESEARCH, AND DISTRIBUTING INCOME TO THEM.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0275488
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0150000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01861890
IRS990/PYInvestmentIncomeAmt03916312
IRS990/PYOtherExpensesAmt0137436
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01916986
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01999326
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03916312
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0614208
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014455
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06242
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 KTP TRUSTEES ARE OFFICERS, DIRECTORS, TRUSTEES, SENIOR MANAGEMENT AND/OR HOLD A LEADERSHIP POSITION WITH AT LEAST ONE OF ITS LISTED BENEFICIARIES RECEIVING GRANTS. THE TRUST MAINTAINS A CLOSE, LONG-TERM, RESPONSIVE WORKING RELATIONSHIP WITH THE BENEFICIARIES, AS NOTED IN PART III OF FORM 990. THE BENEFICIARIES REMAIN IN REGULAR CONTACT WITH THE TRUST THROUGHOUT THE YEAR AND PROVIDE THE TRUSTEES UPDATES AS TO THE STATUS OF THEIR EFFORTS AND PROGRAMING SUPPORTED BY TRUST FUNDING, AND AS TO THEIR PARTICULAR FUNDING NEEDS. FREQUENTLY, SENIOR MANAGEMENT OF THE BENEFICIARIES ATTENDS THE TRUST'S ANNUAL MEETING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION C, LINE 1:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt07
IRS990ScheduleA/SupportedOrganizationsTotalCnt07
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396006447
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1060910420
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2530242652
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3391423225
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4391085180
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5390921093
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6860197576
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd51
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd61
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd37
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd47
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd57
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd67
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01175000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt21575000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3100000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt450000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt5800000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WADE HOUSE A HISTORIC SITE OF THE STATE HISTORICAL SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CHOATE ROSEMARY HALL ENVIRONMENTAL LEARNING CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2NATURE CONSERVANCY - WISCONSIN CHAPTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3ALDO LEOPOLD FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4JOHN MICHAEL KOHLER ARTS CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5WISCONSIN HISTORICAL SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6FRANK LLOYD WRIGHT FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt03700000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05063
IRS990ScheduleD/ExpensesSubtotalAmt03854509
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05063
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05063
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04001
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04104417
IRS990ScheduleD/OtherSecuritiesGrp/Desc0KOHLER CO. STOCK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt04001
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05063
IRS990ScheduleD/RevenueSubtotalAmt04468717
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED JULY 23, 1990, 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 PERCENT LIKELIHOOD OF BEING REALIZED, UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO US FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS ENDING BEFORE 2021 (2020 FOR THE STATE OF WISCONSIN).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04104417
IRS990ScheduleD/TotalExpensesPerForm990Amt03859572
IRS990ScheduleD/TotalRevenuePerForm990Amt04473780
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04472718
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03854509
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01175000
IRS990ScheduleI/RecipientTable/CashGrantAmt11575000
IRS990ScheduleI/RecipientTable/CashGrantAmt2100000
IRS990ScheduleI/RecipientTable/CashGrantAmt350000
IRS990ScheduleI/RecipientTable/CashGrantAmt4800000
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/PurposeOfGrantTxt0MARKETING, HORSE PROGRAM, VISITOR CENTER SIGN AND ROBINSON HOUSE INTERIOR REPAIRS AND INTERPRETIVE PLAN DEVELOPMENT.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RESTORE WETLANDS IN THE GREATER MILWAUKEE WATERSHEDS, ENGINEERING DESIGNS IN THE EAST RIVER WATERSHED, RE-ESTABLISHING RIVER-RUN WHITEFISH POPULATIONS IN THE GREAT LAKES, RESTORING GREAT LAKES COASTAL RESILIENCY AND SYSTEMIC PLANNING AND FLOODPLAIN RESTORATION IN THE MISISSIPPI RIVER BASIN.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2LAND ETHICS FOR THE NEXT GENERATION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PRESERVATION AND CONSERVATION OF ART COLLECTIONS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4DIGITAL INFRASTRUCTURE IMPROVEMENTS, LEADERSHIP DEVELOPMENT & STAFFING PREPARATION FOR NEW HISTORY CENTER, CORE SERVICES: COLLECTIONS & HISTORIC SITES, WHS BRAND DEVELOPMENT, NEW WEBSITE AND MARKETING.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WADE HOUSE A HISTORIC SITE OF THE STATE HISTORICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NATURE CONSERVANCY - WISCONSIN CHAPTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ALDO LEOPOLD FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3JOHN MICHAEL KOHLER ARTS CENTER INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4WISCONSIN HISTORICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0396006447
IRS990ScheduleI/RecipientTable/RecipientEIN1530242652
IRS990ScheduleI/RecipientTable/RecipientEIN2391423225
IRS990ScheduleI/RecipientTable/RecipientEIN3391085180
IRS990ScheduleI/RecipientTable/RecipientEIN4390921093
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0W7824 CENTER STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1633 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 77
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3608 NEW YORK AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4816 STATE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GREENBUSH
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MADISON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BARABOO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SHEBOYGAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm4MADISON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053026
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153703
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd253913
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd353081
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd453706
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' 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/Total501c3OrgCnt05
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAURA KOHLER AND DAVID 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

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