2025-12-10T16:03:48-06:00 2025-01-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2024-02-01 391274547 KOHLER TRUST FOR THE ARTS AND EDUCATION 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 28349150 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 9590310 10226650 0 0 9590310 10226650 7430000 9496000 0 0 0 0 0 0 0 93818 33486 7523818 9529486 2066492 697164 11224682 11857561 0 0 11224682 11857561 X TO PROVIDE FINANCIAL SUPPORT TO THE BENEFICIARIES LISTED IN THE TRUST GOVERNING INSTRUMENT FOR PURSING OF THEIR ARTS AND EDUCATION ACTIVITIES. 0 0 3200000 3200000 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. 4871500 4871500 CREATION AND PRESERVATION PARTNERS, INC. - DISTRIBUTED TRUST INCOME IN SUPPORT OF BUILDING AND FACILITIES OPERATIONS AND EXPENSES, BENEFITING JOHN MICHAEL KOHLER ARTS CENTER, INC. 800000 800000 LAWRENCE UNIVERSITY - DISTRIBUTED TRUST INCOME TO THE SCHOOL'S ENDOWMENT SUPPORTING RENOVATIONS. 624500 624500 KNOX COLLEGE - SUPPORT SCHOLARSHIP EFFORTS OF THIS ORGANIZATION NAMED IN THE TRUST'S GOVERNING INSTRUMENT BY DISTRIBUTING INCOME TO THEM - $259,500LAKELAND UNIVERSITY - SUPPORT TEACHING SCHOLARS PROGRAM, PROMISE PROGRAM, AND SHEBOYGAN COUNTY SCHOLARS PROGRAM - $365,000 624500 624500 9496000 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 2 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 X X 0 0 0 RENEE BOLDT SECRETARY/TRUSTEE 0.10 X X 0 0 0 JEFFREY P CHENEY TREASURER/TRUSTEE 0.10 X X 0 0 0 MICHAEL BEECK TRUSTEE 0.10 X 0 0 0 RACHEL KOHLER 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 0 0 0 0 0 0 0 0 9667104 9667104 18682046 18122500 559546 559546 559546 10226650 0 0 10226650 9496000 9496000 8789 8789 5170 5170 15858 15858 ADMINISTRATIVE EXPENSE 3669 3669 9529486 9496000 33486 0 380 1479 21477 8914 3976395 4620738 7226430 7226430 11224682 11857561 0 0 X 11224682 11857561 11224682 11857561 11224682 11857561 697164 -64285 0 X X 0 1 X 1 0 X X 7 LAKELAND COLLEGE 390821861 2 1 365000 0 KNOX COLLEGE 370673513 2 1 259500 0 CHOATE ROSEMARY HALL 060910420 2 1 0 0 LAWRENCE UNIVERSITY 390806297 2 1 800000 0 JOHN MICHAEL KOHLER ARTS CENTER INC 391085180 7 1 8071500 0 SMITH COLLEGE 041843040 2 1 0 0 YALE UNIVERSITY 060646973 2 1 0 0 7 9496000 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 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. PART I, LINE 12G: ACCORDING TO THE TRUST AGREEMENT, THE TRUST MAY MAKE CONTRIBUTIONS TO A TYPE I SUPPORTING ORGANIZATION THAT SOLELY SUPPORTS AND BENEFITS THE ARTS CENTER. FOR THE YEAR ENDING JANUARY 31, 2025, THE TRUST MADE CONTRIBUTIONS OF $3,200,000 TO THE JOHN MICHAEL KOHLER ARTS CENTER, INC., $4,871,500 TO CREATION AND PRESERVATION PARTNERS (CAPP) (A TYPE I SUPPORTING ORGANIZATION OF THE ARTS CENTER), $259,500 TO KNOX COLLEGE, $365,000 TO LAKELAND COLLEGE AND $800,000 TO LAWRENCE UNIVERSITY. FOR PURPOSES OF SCHEDULE A, PART I, LINE 12G REPORTING, THE TOTAL CONTRIBUTIONS OF $8,071,500 DISCLOSED FOR JOHN MICHAEL KOHLER ARTS CENTER, INC. IS THE SUM OF CONTRIBUTIONS MADE DIRECTLY TO THE ARTS CENTER ($3,200,000) AND CAPP ($4,871,500). 0 KOHLER CO. COMMON STOCK 7226430 C 7226430 X 10157195 -64285 -64285 10221480 5170 5170 10226650 9524316 0 9524316 5170 5170 9529486 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 2022 (2021 FOR THE STATE OF WISCONSIN). 1 CONSERVATION AND PRESERVATION PARTNERS 608 NEW YORK AVENUE SHEBOYGAN WI 53081 461273322 SECTION 501(C)(3) 4871500 0 OPERATING FUND AND CAPITAL IMPROVEMENT FUND AND ENDOWMENT LAKELAND UNIVERSITY PO BOX 359 SHEBOYGAN WI 53082 390821861 SECTION 501(C)(3) 365000 0 KOHLER TEACHING SCHOLARS PROGRAM, SHEBOYGAN COUNTY SCHOLARS PROGRAM, AND PROMISE PROGRAM. KNOX COLLEGE 2 EAST SOUTH STREET GALESBURG IL 61401 370673513 SECTION 501(C)(3) 259500 0 KOHLER ENDOWED SCHOLARSHOP FUND AND ENDOWMENT OF FACULTY ENRICHMENT. LAWRENCE UNIVERSITY 711 E BOLDT WAY SPC 18 APPLETON WI 54911 390806297 SECTION 501(C)(3) 800000 0 ENDOWMENT SUPPORTING KOHLER HALL RENOVATIONS. JOHN MICHAEL KOHLER ARTS CENTER INC 608 NEW YORK AVENUE SHEBOYGAN WI 53081 391085180 SECTION 501(C)(3) 3200000 0 OPERATING FUND, ACQUISITION AND STEWARDSHIP FUND, 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 PROVIDE THE TRUST ANNTJAL FOLLOW UP REPORTS ON HOW THE GRANTS HAVE BEEN UTILIZED. FORM 990, PART VI, SECTION A, LINE 2 LAURA KOHLER AND RACHEL 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.