Civic Intelligence

Kohler Trust for Preservation

990 • Fiscal year 2012 • EIN 39-1579803

Feb 01, 2011 to Jan 31, 2012 • Filed on Nov 28, 2012

Organization ProfileN/A
725X Woodlake Rd53044
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$6,203,036

Flat from 2012

Net Assets

Flat

$6,203,036

Flat from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$1,201,854

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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 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

2012

Assets$6,203,036
Liabilities$0
Net Assets$6,203,036
Open 2012 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2011: $1,174,3192011Expenses 2012: $1,201,8542012Revenue 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

2012

Revenue-
Expenses$1,201,854
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2011 to Jan 31, 2012
Signed
Nov 28, 2012
Return Version
2011v1.2
Gross Receipts
$2,541,251
Mission and Program Overview

Mission

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

Major Activities

Activity 2
Choate rosemary hall - supports conservation and preservation efforts and programs of the organizations named in the trust's governing instrument by distributing income to them.
Activity 3
Nature conservancy - supports conservation and preservation efforts and programs of the organizations named in the trust's governing instrument by distributing income to them.
Filing and Contact Details

Filer

EIN
39-1579803
Raw XML AppendixShowing 400 of 462 raw XML fields

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IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine12NATURE CONSERVANCY - WISCONSIN CHAPTER
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine13JOHN MICHAEL KOHLER ARTS CENTER
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE TRUST HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED JULY 23, 1990, RULING THAT THE TRUST IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND IS AN ORGANIZATION DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. 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 U.S. FEDERAL, STATE OR LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS BEFORE 2008 (2007 FOR THE STATE OF WISCONSIN). THE TRUST IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
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IRS990ScheduleD/OtherSecurities/Description0KOHLER CO. STOCK
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: A 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.
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IRS990ScheduleI/RecipientTable/IRCSection0SECTION 501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection1SECTION 501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection2SECTION 501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection3SECTION 501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0VISITOR CENTER, POWER TOOLS, ARBOORIST, & HORSE TROUGHS
IRS990ScheduleI/RecipientTable/PurposeOfGrant1HELP ESTABLISH THE SCHOOL'S NEW ENVIROMENTAL LEARNING CENTER
IRS990ScheduleI/RecipientTable/PurposeOfGrant2SHEBOYGAN RIVER BASIN - WI BUFFER INITIATIVE
IRS990ScheduleI/RecipientTable/PurposeOfGrant3LEAD REGISTRAR
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10WADE HOUSE A HISTORIC SITE OF THE STATE HISTORICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11CHOATE ROSEMARY HALL ENVIRONMENTAL LEARNING CENTER
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine12NATURE CONSERVANCY - WISCONSIN CHAPTER
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine13JOHN MICHAEL KOHLER ARTS CENTER
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IRS990ScheduleO/GeneralExplanation/Explanation0HERBERT V. KOHLER, JR. AND RUTH DE YOUNG KOHLER ARE BROTHER AND SISTER. HERBERT V. KOHLER, JR. IS LAURA KOHLER'S FATHER.
IRS990ScheduleO/GeneralExplanation/Explanation1THE 990 FORM IS REVIEWD BY THE CHAIR BEFORE THE RETURN IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation2FORMS ARE AVAILABLE UPON REQUEST WITH NOMINAL COPYING COSTS.
IRS990ScheduleO/GeneralExplanation/Explanation3NET UNREALIZED LOSSES ON INVESTMENTS: -237,753.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10725X WOODLAKE ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0KOHLER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0WI
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode053044
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0390810536
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0SECTION 501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0WI
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10KOHLER FOUNDATION INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0PRESERVATION, SCHOLARSHIPS, AND GRANTS
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0PF
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IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg01
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved034953
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10KOHLER FOUNDATION INC
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IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
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IRS990/StatesWhereCopyOfReturnIsFiled0WI
IRS990/SubjectToProxyTax00
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IRS990/TotalAssets/BOY06132889
IRS990/TotalAssetsBOY06132889
IRS990/TotalAssets/EOY06203036
IRS990/TotalAssetsEOY06203036
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear01201854
IRS990/TotalExpensesPriorYear01174319
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral047466
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IRS990/TotalGrossUBI00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,203,036
Liabilities
$0
Net assets
$6,203,036
Revenue
-
Expenses
$1,201,854
Net income
-
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
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.00$6.20$1.20
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