2024-11-04T11:02:54-06:00 2024-01-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2023-02-01 391579803 KOHLER TRUST FOR PRESERVATION KOHL 9204581972 725X WOODLAKE RD KOHLER WI 53044 LAURA KOHLER CHAIRPERSON 9204581972 2024-11-02 1 1 TROY MARINE CPA P00187863 4147775500 2024-11-02 2023 2024-10-15 13:58:12Z LAURA KOHLER 725X WOODLAKE RD KOHLER WI 53044 10146570 0 X N/A X 1990 WI TO SUPPORT THE LISTED BENEFICIARIES IN THEIR CONSERVATION AND PRESERVATION EFFORTS. 7 7 0 8 0 0 0 0 0 0 2703096 3916312 0 0 2703096 3916312 925000 1861890 0 0 0 0 0 0 0 7859230 137436 8784230 1999326 -6081134 1916986 5977422 8013846 0 0 5977422 8013846 X TO SUPPORT THE LISTED BENEFICIARIES IN THEIR CONSERVATION AND PRESERVATION EFFORTS. 0 0 626890 626890 WADE HOUSE - SUPPORT MARKETING AND OUTREACH, SUSTAIN THE HORSE PROGRAM, HORSE BARN, ARENA EQUIPMENT, AND ENDOWMENT. 355000 355000 NATURE CONSERVANCY - SUPPORTING OAK WOODLAND RESTORATION AT SPRING GREEN PRESERVE, REMNANT OAK SAVANNA RESTORATION AT LULU LAKE PRESERVE, HABITAT RESTORATION AT MILITARY RIDGE PRAIRIE HERITAGE AREA AND SPRING GREEN PRESERVE, NATIVE PRAIRIE RESTORATION AT MILITARY RIDGE PRAIRIE HERITAGE AREA, AND STEWARDING CRITICAL HABITATS ACROSS WISCONSIN. 350000 350000 CHOATE ROSEMARY HALL - DISTRIBUTE TRUST INCOME TO THE SCHOOL'S ENDOWMENT THAT SUPPORTS THE SCHOOL'S KOHLER ENVIRONMENTAL CENTER AND ITS CONSERVATION, PRESERVATION AND PROGRAMMING EFFORTS. 615131 530000 SUPPORTS 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. 615131 530000 1947021 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 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 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 DAVID KOHLER SECRETARY/TRUSTEE 0.10 X X 0 0 0 SUSAN FLADER TRUSTEE 0.10 X 0 0 0 GEORGE KOONCE TRUSTEE 0.10 X 0 0 0 MICHAEL REUTER TRUSTEE 0.10 X 0 0 0 DAVOR GRGIC TRUSTEE 0.10 X 0 0 0 TOM BOLDT TRUSTEE 0.10 X 0 0 0 JEFFREY P CHENEY TREASURER 0.10 X 0 0 0 0 0 0 0 0 0 0 0 3905143 3905143 6241427 6230258 11169 11169 11169 3916312 0 0 3916312 1861890 1861890 2385 2385 8368 8368 2623 2623 4392 4392 OTHER PROGRAM EXPENSES 85131 85131 ADMINISTRATIVE EXPENSES 34537 34537 1999326 1947021 52305 0 2329 841 24466 14455 1846210 3894133 4104417 4104417 5977422 8013846 0 0 X 5977422 8013846 5977422 8013846 5977422 8013846 1916986 119438 0 X X 0 1 X 1 0 X X 7 WADE HOUSE A HISTORIC SITE OF THE STATE HISTORICAL SOCIETY 396006447 7 1 626890 0 CHOATE ROSEMARY HALL ENVIRONMENTAL LEARNING CENTER 060910420 2 1 350000 0 NATURE CONSERVANCY - WISCONSIN CHAPTER 530242652 7 1 355000 0 ALDO LEOPOLD FOUNDATION 391423225 7 1 115000 0 JOHN MICHAEL KOHLER ARTS CENTER 391085180 7 1 65000 0 WISCONSIN HISTORICAL SOCIETY 390921093 7 1 350000 0 FRANK LLOYD WRIGHT FOUNDATION 860197576 7 1 0 0 7 1861890 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1: A 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. 0 KOHLER CO. STOCK 4104417 C 4104417 X 4033127 119438 119438 3913689 2623 2623 3916312 1996703 0 1996703 2623 2623 1999326 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). ON MARCH 22, 2018, COMMUNICATION WAS RECEIVED FROM THE IRS, NOTIFYING THE TRUST THAT IT HAD BEEN SELECTED FOR AUDIT RELATED TO THE 1/31/2016 FILING YEAR. THE AUDIT WAS COMPLETED DURING 2020. THE TRUST AND THE IRS REACHED A SETTLEMENT WITH PAYMENT MADE TO THE IRS ON 1/27/23 TO SATISFACTORILY CONCLUDE THE IRS AUDIT AND MAINTAIN THE TRUST'S CLASSIFICATION AS A TYPE II SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3). THE IRS SETTLEMENT IS REFLECTED AS AN EXPENSE ON THE STATEMENTS OF REVENUE AND EXPENSES FOR THE YEAR ENDED 1/31/23. 1 WADE HOUSE A HISTORIC SITE OF THE STATE HISTORICAL SOCIETY W7824 CENTER STREET GREENBUSH WI 53026 396006447 SECTION 501(C)(3) 626890 0 MARKETING AND OUTREACH, HORSE PROGRAM, HORSE BARN, ARENA EQUIPMENT, AND ENDOWMENT. CHOATE ROSEMARY HALL 333 CHRISTIAN STREET WALLINGFORD CT 06492 060910420 SECTION 501(C)(3) 350000 0 CHOATE ROSEMARY HALL NATURE CONSERVANCY - WISCONSIN CHAPTER 633 MAIN STREET MADISON WI 53703 530242652 SECTION 501(C)(3) 355000 0 OAK WOODLAND RESTORATION, REMNANT OAK SAVANNA RESTORATION, HABITAT RESTORATION, NATIVE PRAIRIE RESTORATION, AND STEWARDING CRITICAL HABITATS ACROSS WISCONSIN. ALDO LEOPOLD FOUNDATION PO BOX 77 BARABOO WI 53913 391423225 SECTION 501(C)(3) 115000 0 LEOPOLD PINES, PRAIRIE, AND SERIES OF VIRTUAL AND IN-PERSON TALKS, PODCASTS, PROGRAMS, AND SOCIAL MEDIA. JOHN MICHAEL KOHLER ARTS CENTER INC 608 NEW YORK AVENUE SHEBOYGAN WI 53081 391085180 SECTION 501(C)(3) 65000 0 PRESERVATION AND CONSERVATION OF ART COLLECTIONS AND DATA GOVERNANCE. WISCONSIN HISTORICAL SOCIETY 816 STATE STREET MADISON WI 53706 390921093 SECTION 501(C)(3) 350000 0 COLLECTIONS PRESERVATION, CARE, AND ACCESS; STORYLINE DEVELOPMENT; AND STAFF DEVELOPMENT AND TRANSITIONAL COSTS. 6 0 PART I, LINE 2: A 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 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 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. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.