2023-10-09T18:17:20-05:00 2022-12-31 390859910 BAKER TILLY US LLP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2022-01-01 326402420 THE FREDERIC AND HERB KOHLER TRUST FOR EDUCATION ADVANTAGE FRED 9204581972 725X WOODLAKE RD KOHLER WI 53044 LAURA KOHLER TRUSTEE 9204581972 2023-10-04 1 LAURA KOHLER 999009999 1 TROY MARINE CPA P00187863 4147775500 2023-10-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAURA KOHLER 725X WOODLAKE RD KOHLER WI 53044 448535 0 X N/A X 2014 WI THE TRUST WAS ORGANIZED TO ENGAGE IN AND CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF THE KOHLER PUBLIC SCHOOL DISTRICT AND THE JOHN MICHAEL KOHLER ARTS CENTER, INC. INCLUDING DISTRIBUTING NET INCOME TO SAID SUPPORTED ORGANIZATIONS. 5 5 0 5 0 0 0 0 0 0 401111 448535 0 0 401111 448535 257290 382493 0 0 0 0 0 0 0 2746 2728 260036 385221 141075 63314 1041801 929268 0 0 1041801 929268 X ENGAGE IN AND CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF THE KOHLER PUBLIC SCHOOL DISTRICT AND THE JOHN MICHAEL KOHLER ARTS CENTER, INC. INCLUDING DISTRIBUTING NET INCOME TO SAID SUPPORTED ORGANIZATIONS. 0 0 321000 321000 ENGAGE IN AND CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF THE KOHLER PUBLIC SCHOOL DISTRICT INCLUDING DISTRIBUTING NET INCOME TO SAID SUPPORTED ORGANIZATIONS. 61493 61493 ENGAGE IN AND CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF THE JOHN MICHAEL KOHLER ARTS CENTER, INC. INCLUDING DISTRIBUTING NET INCOME TO SAID SUPPORTED ORGANIZATIONS. 382493 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X WANDA BINTZLER 9204581972 725X WOODLAKE RD KOHLER WI 53044 X LISA GREENE TRUSTEE 1.00 X 0 0 0 MAEVE QUINN TRUSTEE 1.00 X 0 0 0 MATT KAUTZER TRUSTEE 1.00 X 0 0 0 LAURA KOHLER TRUSTEE 1.00 X 0 0 0 NINA KOHLER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 448535 448535 448535 0 0 448535 382493 382493 960 960 1768 1768 385221 382493 2728 0 454 251 22030 49793 1019317 879224 1041801 929268 0 0 X 0 0 0 0 1041801 929268 1041801 929268 1041801 929268 63314 -175847 0 X 0 0 0 X X X 2 JOHN MICHAEL KOHLER ARTS CENTER INC 391085180 7 1 61493 0 KOHLER PUBLIC SCHOOL DISTRICT 396002825 7 1 321000 0 2 382493 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1: THE IRS ISSUED A DETERMINATION LETTER DATE MARCH 15, 2016 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 JOHN MICHAEL KOHLER ARTS CENTER, INC. AND THE KOHLER PUBLIC SCHOOL DISTRICT, WHICH ARE THE SUPPORTED ORGANIZATIONS NAMED IN THE ORIGINATING TRUST DOCUMENT. 1 JOHN MICHAEL KOHLER ARTS CENTER INC 608 NEW YORK AVENUE MILWAUKEE WI 53081 391085180 SECTION 501(C)(3) 61493 0 GENERAL OPERATING KOHLER PUBLIC SCHOOL DISTRICT 333 UPPER ROAD KOHLER WI 53044 396003925 GOVERNMENTAL UNIT 321000 0 INFORMATION TECHNOLOGY, TECHNOLOGY EDUCATION, FACILITIES & GROUNDS, STAFF RETENTION, TEACHER DEVELOPMENT AND COMMUNITY FITNESS CENTER. 2 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. FORM 990, PART VI, SECTION A, LINE 2 LAURA KOHLER IS NINA KOHLER'S SISTER-IN-LAW FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TRUSTEES 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.