2025-12-10T16:00:38-06:00 2025-01-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2024-02-01 391579803 KOHLER TRUST FOR PRESERVATION KOHL 9204581972 725X WOODLAKE RD KOHLER WI 53044 LAURA KOHLER CHAIRPERSON 9204581972 2025-12-10 1 1 TROY MARINE P00187863 4147775500 2025-12-08 2024 2025-03-06 01:10:19Z LAURA KOHLER 725X WOODLAKE RD KOHLER WI 53044 21087772 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 3916312 4473780 0 0 3916312 4473780 1861890 3700000 0 0 0 0 0 0 0 137436 159572 1999326 3859572 1916986 614208 8013846 8632055 0 0 8013846 8632055 X TO SUPPORT THE LISTED BENEFICIARIES IN THEIR CONSERVATION AND PRESERVATION EFFORTS. 0 0 1175000 1175000 WADE HOUSE - SUPPORT MARKETING, HORSE PROGRAM, VISITOR CENTER SIGN AND ROBINSON HOUSE INTERIOR REPAIRS. 1575000 1575000 NATURE 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. 800000 800000 DIGITAL INFRASTRUCTURE IMPROVEMENTS, LEADERSHIP DEVELOPMENT & STAFFING PREPARATION FOR NEW HISTORY CENTER, CORE SERVICES: COLLECTIONS & HISTORIC SITES, WHS BRAND DEVELOPMENT, NEW WEBSITE AND MARKETING & COMMUNICATIONS. 275488 150000 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. 275488 150000 3825488 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 4 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 119 HIGHLAND DRIVE KOHLER WI 53044 X LAURA KOHLER CHAIRPERSON/TRUSTEE 0.10 0.00 X X 0 0 0 GEORGE KOONCE TRUSTEE 0.10 0.00 X 0 0 0 SUSAN FLADER TRUSTEE 0.10 0.00 X 0 0 0 TOM BOLDT TRUSTEE 0.10 0.00 X 0 0 0 DAVOR GRGIC TRUSTEE 0.10 0.00 X 0 0 0 MICHAEL REUTER TRUSTEE 0.10 0.00 X 0 0 0 DAVID KOHLER SECRETARY/TRUSTEE 0.10 0.00 X X 0 0 0 JEFFREY CHENEY TREASURER 0.10 0.00 X 0 0 0 0 0 0 0 0 0 0 0 3991234 3991234 17096538 16613992 482546 482546 482546 4473780 0 0 4473780 3700000 3700000 89 89 8789 8789 5063 5063 15858 15858 OTHER PROGRAM EXPENSES 125488 125488 ADMINISTRATIVE EXPENSES 4285 4285 3859572 3825488 34084 0 841 1362 14455 6242 3894133 4520034 4104417 4104417 8013846 8632055 0 0 X 8013846 8632055 8013846 8632055 8013846 8632055 614208 4001 0 X X 0 1 X 1 0 X X 7 WADE HOUSE A HISTORIC SITE OF THE STATE HISTORICAL SOCIETY 396006447 7 1 1175000 0 CHOATE ROSEMARY HALL ENVIRONMENTAL LEARNING CENTER 060910420 2 1 0 0 NATURE CONSERVANCY - WISCONSIN CHAPTER 530242652 7 1 1575000 0 ALDO LEOPOLD FOUNDATION 391423225 7 1 100000 0 JOHN MICHAEL KOHLER ARTS CENTER 391085180 7 1 50000 0 WISCONSIN HISTORICAL SOCIETY 390921093 7 1 800000 0 FRANK LLOYD WRIGHT FOUNDATION 860197576 7 1 0 0 7 3700000 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 4472718 4001 4001 4468717 5063 5063 4473780 3854509 0 3854509 5063 5063 3859572 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). 1 WADE HOUSE A HISTORIC SITE OF THE STATE HISTORICAL SOCIETY W7824 CENTER STREET GREENBUSH WI 53026 396006447 SECTION 501(C)(3) 1175000 0 MARKETING, HORSE PROGRAM, VISITOR CENTER SIGN AND ROBINSON HOUSE INTERIOR REPAIRS AND INTERPRETIVE PLAN DEVELOPMENT. NATURE CONSERVANCY - WISCONSIN CHAPTER 633 MAIN STREET MADISON WI 53703 530242652 SECTION 501(C)(3) 1575000 0 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. ALDO LEOPOLD FOUNDATION PO BOX 77 BARABOO WI 53913 391423225 SECTION 501(C)(3) 100000 0 LAND ETHICS FOR THE NEXT GENERATION. JOHN MICHAEL KOHLER ARTS CENTER INC 608 NEW YORK AVENUE SHEBOYGAN WI 53081 391085180 SECTION 501(C)(3) 50000 0 PRESERVATION AND CONSERVATION OF ART COLLECTIONS. WISCONSIN HISTORICAL SOCIETY 816 STATE STREET MADISON WI 53706 390921093 SECTION 501(C)(3) 800000 0 DIGITAL INFRASTRUCTURE IMPROVEMENTS, LEADERSHIP DEVELOPMENT & STAFFING PREPARATION FOR NEW HISTORY CENTER, CORE SERVICES: COLLECTIONS & HISTORIC SITES, WHS BRAND DEVELOPMENT, NEW WEBSITE AND MARKETING. 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' 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.