2023-10-09T18:14:57-05:00 2023-01-31 390859910 BAKER TILLY US LLP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2022-02-01 391274547 KOHLER TRUST FOR THE ARTS AND EDUCATION KOHL 9204581972 725X WOODLAKE RD KOHLER WI 53044 LAURA KOHLER CHAIRPERSON 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 14793873 0 X N/A X 1977 WI TO PROVIDE FINANCIAL SUPPORT TO THE BENEFICIARIES LISTED IN THE TRUST GOVERNING INSTRUMENT FOR PURSING OF THEIR ARTS AND EDUCATION ACTIVITIES. 7 7 0 7 0 0 0 0 0 0 5585156 5399381 0 0 5585156 5399381 5206438 5121500 0 0 0 0 0 0 0 105487 114966 5311925 5236466 273231 162915 9068772 9026389 0 0 9068772 9026389 X TO PROVIDE FINANCIAL SUPPORT TO THE BENEFICIARIES LISTED IN THE TRUST GOVERNING INSTRUMENT FOR PURSING OF THEIR ARTS AND EDUCATION ACTIVITIES. 0 0 4353500 4353500 JOHN 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. 250000 250000 CHOATE ROSEMARY HALL - DISTRIBUTED TRUST INCOME TO THE SCHOOL'S ENDOWMENT THAT SUPPORTS THE SCHOOL'S KOHLER ENVIRONMENTAL CENTER. 218000 218000 LAKELAND UNIVERSITY DISTRIBUTED TRUST INCOME TO THE SCHOOL'S ENDOWMENT SUPPORTING KOHLER TEACHING SCHOLARS PROGRAM, LAKELAND PROMISE PROGRAM, COOPERATIVE EDUCATION TRANSPORTATION, EXPANDED COUNSELING SERVICES. 300000 300000 KNOX COLLEGE - SUPPORT SCHOLARSHIP EFFORTS OF THIS ORGANIZATION NAMED IN THE TRUST'S GOVERNING INSTRUMENT BY DISTRIBUTING INCOME TO THEM - $100,000LAWRENCE UNIVERSITY- SUPPORT KOHLER HALL RENOVATIONS - $200,000 300000 300000 5121500 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 1 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X WANDA BINTZLER 9204581972 725X WOODLAKE RD KOHLER WI 53044 X LAURA KOHLER CHAIRPERSON/TRUSTEE 0.10 X X 0 0 0 RENEE BOLDT SECRETARY/TRUSTEE 0.10 X X 0 0 0 RACHEL KOHLER TRUSTEE 0.10 X 0 0 0 MICHAEL BECK TRUSTEE 0.10 X 0 0 0 MAEVE QUINN TRUSTEE 0.10 X 0 0 0 STEVE WOODS TRUSTEE 0.10 X 0 0 0 JEFFREY P CHENEY TREASURER/TRUSTEE 0.10 X X 0 0 0 0 0 0 0 0 0 0 0 5329342 5329342 9464531 9394492 70039 70039 70039 5399381 0 0 5399381 5121500 5121500 7440 7440 2682 2682 1441 1441 ADMINISTRATIVE EXPENSE 103403 103403 5236466 5121500 114966 0 663 2423 9957 11621 1831722 1785915 7226430 7226430 9068772 9026389 0 0 X 9068772 9026389 9068772 9026389 9068772 9026389 162915 -205298 0 X X 0 1 X 1 0 X X 7 JOHN MICHAEL KOHLER ARTS CENTER INC 391085180 7 1 4353500 0 CHOATE ROSEMARY HALL 060910420 2 1 250000 0 LAWRENCE UNIVERSITY 390806297 2 1 200000 0 KNOX COLLEGE 370673513 2 1 100000 0 LAKELAND COLLEGE 390821861 2 1 218000 0 SMITH COLLEGE 041843040 2 1 0 0 YALE UNIVERSITY 060646973 2 1 0 0 7 5121500 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C: A 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. 0 KOHLER CO. COMMON STOCK 7226430 C 7226430 X 5191401 -205298 -205298 5396699 2682 2682 5399381 5233784 0 5233784 2682 2682 5236466 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 2020 (2019 FOR THE STATE OF WISCONSIN). 1 JOHN MICHAEL KOHLER ARTS CENTER INC 608 NEW YORK AVENUE SHEBOYGAN WI 53081 391085180 SECTION 501(C)(3) 4353500 0 OPERATING FUND AND ARTS PRESERVE FUND, ARTS/INDUSTRY SUPPORT CHOATE ROSEMARY HALL 333 CHRISTIAN STREET WALLINGFORD CT 06492 060910420 SECTION 501(C)(3) 250000 0 ENDOWMENT FOR KOHLER ENVIRONMENTAL CENTER LAWRENCE UNIVERSITY 711 E BOLDT WAY SPC 18 APPLETON WI 54911 390806297 SECTION 501(C)(3) 200000 0 ENDOWMENT SUPPORTING KOHLER HALL RENOVATIONS KNOX COLLEGE 2 EAST SOUTH STREET GALESBURG IL 61401 370673513 SECTION 501(C)(3) 100000 0 KOHLER ENDOWED SCHOLARSHIP FUND LAKELAND UNIVERSITY PO BOX 359 SHEBOYGAN WI 53082 390821861 SECTION 501(C)(3) 218000 0 DISTRIBUTED TRUST INCOME TO THE SCHOOL'S ENDOWMENT SUPPORTING KOHLER TEACHING SCHOLARS PROGRAM, LAKELAND PROMISE PROGRAM, COOPERATIVE EDUCATION TRANSPORTATION, EXPANDED COUNSELING SERVICES. 5 0 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 ORGANIZATIONS 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 SISTER TO RACHEL KOHLER. FORM 990, PART VI, SECTION A, LINE 4 THE TRUST DOCUMENT WAS AMENDED DURING THE TAX YEAR. 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 C, LINE 19 FORMS ARE AVAILABLE UPON REQUEST WITH NOMINAL COPYING COSTS. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.