KOHLER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KOHLER FOUNDATION INC (EIN 39-0810536)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202233149349102883
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T16:53:58-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390810536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOHLER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOHL | BusinessNameControlTxt |
| Phone | 9204581972 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725X WOODLAKE RD | AddressLine1Txt |
| City | KOHLER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF CHENEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9204581972 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFF | PersonFirstNm |
| Person Last | CHENEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE H MOHR CPA | PreparerPersonNm |
| PTIN | P00447603 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2022-11-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $334,876,601 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $193 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $193 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,665,479 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,665,479 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,808,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,782,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,808,230 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $193,495 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $282 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,667,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,474,184 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $535,509 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $535,509 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $241,489 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $241,489 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,004 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,004 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,035 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,035 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $130,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $97,285 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,747 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,816 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $34,010 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,010 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,454 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,454 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,460,424 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,460,424 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,470,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,328,672 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $936,921 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,990,591 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,407,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,319,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,259,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,365,864 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,179 | CashBOYAmt |
| Cash EOY | $32,420 | CashEOYAmt |
| Cash EOYFMV | $32,420 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,410 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $125,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $125,316 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $63,458,608 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $71,455,875 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $333,878,865 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $840,000 | LandEOYFMVAmt |
| Total Assets BOY | $63,488,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,613,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $334,876,601 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $254 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,083 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $254 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,083 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $63,487,943 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $71,612,528 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,487,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,612,528 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,488,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,613,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,487,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,259,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $72,747,611 | SubtotalAmt |
| Other Decreases | $1,135,083 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,612,528 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| 670 SHS CAPITAL WORLD BOND FUND F3+ | $13,306 | $13,889 | -$583 | -$583 |
| 84,465.718 SHS DBX ETF TR X-TRACKERS MSCI EAFE | $2,919,516 | $2,253,644 | $665,872 | $665,872 |
| 1,149 SHS DODGE & COX GLOBAL BOND FUND | $13,202 | $13,834 | -$632 | -$632 |
| 173,676.031 SHS FIDELITY EMERGING MKTS INDX INSTL PREM | $2,227,626 | $1,781,916 | $445,710 | $445,710 |
| 22,109.465 SHS FIDELITY SMALL CAP INDEX FUND | $632,736 | $620,834 | $11,902 | $11,902 |
| 2,277 SHS FIDELITY US BOND INDEX FUND | $27,278 | $27,711 | -$433 | -$433 |
| 12,055 SHS FRANKLIN TEMPLETON ETF TR FTSE JAPAN | $369,201 | $320,181 | $49,020 | $49,020 |
| 1839 SHS GUGGENHEIM ULTRA SHORT DURATION INSTL | $18,243 | $18,335 | -$92 | -$92 |
| 45,740.727 SHS INVESCO EQUALLY WEIGHTED S&P 500 R6 | $3,788,503 | $2,613,168 | $1,175,335 | $1,175,335 |
| 42,551 SHS ISHARES EDGE MSCI INTL MULTIFACTOR | $1,277,137 | $1,250,999 | $26,138 | $26,138 |
| 22,531 SHS ISHARES TR MSCI AC ASIA ETF | $1,976,145 | $1,176,902 | $799,243 | $799,243 |
| 180 SHS ISHARES TD MSCI USA MIN VOL | $14,162 | $13,950 | $212 | $212 |
| 15,791 SHS ISHARES TRUST CORE MSCI EAFE ETF | $1,204,015 | $830,237 | $373,778 | $373,778 |
| 148 SHS PROSHARES S&P 500 DIVIDEND ARISTOCRATS | $14,118 | $13,969 | $149 | $149 |
| 11,881.364 SHS VANGUARD INSTL INDEX INSTL PLUS | $4,620,488 | $2,791,818 | $1,828,670 | $1,828,670 |
| 8,992.462 SHS VANGUARD SMALL CAP INDEX INSTL PLUS | $2,714,636 | $1,677,237 | $1,037,399 | $1,037,399 |
| 9,824.899 SHS VANGUARD TOTAL INTNL STOCK INDEX INST PLUS | $1,377,656 | $1,133,204 | $244,452 | $244,452 |
| 21,740.025 SHS VANGUARD TOTAL STOCK MARKET INSTL PLUS | $4,565,777 | $2,413,655 | $2,152,122 | $2,152,122 |
| 455 SHS VANGUARD ULTRA SHORT TERM BOND ADMIRAL | $9,132 | $9,164 | -$32 | -$32 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,808,230 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $199,686 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $199,686 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $199,686 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,764 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $270,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $303,764 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4,178 | EsPenaltyAmt |
| Overpayment | $99,900 | OverpaymentAmt |
| Applied To ES Tax | $99,900 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WANDA BINTZLER | IndividualWithBooksNm |
| Phone | 9204581972 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725X WOODLAKE RD | AddressLine1Txt |
| City | KOHLER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NATALIE A BLACK | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFF CHENEY | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | VICE PRESIDENT & TREASURER | 1.00 | $0 | $0 | $0 |
| CARLA ROSS | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA ROENITZ | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | EXECUTIVE DIRECTOR | 40.00 | $108,499 | $19,086 | $0 |
| WANDA BINTZLER | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | ACCOUNTING MANAGER | 40.00 | $78,572 | $35,966 | $0 |
| BRIDGITT ZIELKE | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | PROGRAM MANAGER | 40.00 | $64,497 | $38,653 | $0 |
| LIESL RICE | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | ART PRESERVATION MAN | 40.00 | $61,281 | $26,236 | $0 |
| DANIEL SMITH | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | SR. PRESERVATION MAN | 40.00 | $57,985 | $6,182 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | KOHLER FOUNDATION PROVIDES FOR THE PRESERVATION OF ART AND ARCHITECTURE | Description1Txt |
| Expenses1 | $3,132,972 | Expenses1Amt |
| Description2 | KOHLER FOUNDATION PROVIDES FOR THE OPERATION OF THE WAELDERHAUS MUSEUM | Description2Txt |
| Expenses2 | $142,061 | Expenses2Amt |
| Description3 | KOHLER FOUNDATION PROVIDES FOR CULTURAL PROGRAMS INCLUDING PLAYS, BALLETS AND MUSICALS | Description3Txt |
| Expenses3 | $16,386 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $330,505,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $297,273 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $840,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $331,643,065 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $331,643,065 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,974,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $326,668,419 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,333,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,333,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199,686 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199,686 | TotalTaxAmt |
| Distributable Before Adj | $16,133,735 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,550 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,139,285 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,139,285 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,319,263 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,319,263 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,139,285 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,609,481 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,319,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,609,481 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,709,782 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,429,503 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KOHLER FOUNDATION - EXEC DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725X WOODLAKE ROAD | AddressLine1Txt |
| City | KOHLER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9204581972 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS ARE ASKED TO PROVIDE A WRITTEN REQUEST PER THE KOHLER FOUNDATION GRANT GUIDELINES, AVAILABLE ONLINE OR BY REQUEST (920-458-1972). APPLICANTS MUST DEFINE THE PROJECT, SPECIFY THE AMOUNT OF FUNDS NEEDED, HOW MANY PEOPLE WILL BE AFFECTED, TIMING, AND A BRIEF SUMMARY OF THE PROJECT. PROJECT MANAGER CREDENTIALS ARE REQUESTED. COMMON GRANT APPLICATION IS ACCEPTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 15 AND SEPTEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE ONLY TO NON-PROFIT INSTITUTIONS WITH 501 (C) 3 STATUS. GEOGRAPHIC PREFERENCE IS SHEBOYGAN COUNTY, WI WITH AN EMPHASIS ON PROGRAMS AND NEW INITIATIVES IN THE ARTS AND EDUCATION. NO GRANTS TO INDIVIDUALS EXCEPT FOR SCHOLARSHIPS TO GRADUATING SENIORS FROM TWELVE SHEBOYGAN COUNTY HIGH SCHOOLS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (170 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 547 ART CENTER | |||||||
| 204 W WISCONSIN AVE | GREENSBURG | KS | 67054 | N/A | PC | ART DONATION - MT LIGGETT | $4,058,496 |
| ABOVE & BEYOND CHILDREN'S MUSEUM | |||||||
| 902 N 8TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | KINDERMUSIK | $2,500 |
| ABOVE & BEYOND CHILDREN'S MUSEUM | |||||||
| 902 N 8TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | MUSIC MONDAYS FOR LITTLES | $2,500 |
| AMERICAN PLAYERS THEATRE OF WI INC | |||||||
| 5950 GOLF COURSE ROAD | SPRING GREEN | WI | 53588 | N/A | PC | APT'S WORDS BETWEEN US RESIDENCY FOR RURAL SCHOOLS | $4,000 |
| AMERICAN PLAYERS THEATRE OF WI INC | |||||||
| 5950 GOLF COURSE ROAD | SPRING GREEN | WI | 53588 | N/A | PC | APT MIRRORS AND WINDOWS WORKSHOPS FOR RURAL SCHOOLS | $5,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | N/A | PC | ART DONATION - BARBARA ROSSI COLLECTION | $9,000 |
| ART DESIGN & ARCHITECTURE MUSEUM | |||||||
| 552 UNIVERSITY RD | SANTA BARBARA | CA | 93106 | N/A | PC | ART DONATION - JANICE LOWRY | $69,200 |
| ARTS WISCONSIN INC | |||||||
| BOX 1054 | MADISON | WI | 53701 | N/A | PC | CREATE WISCONSIN: ARTS, COMMUNITY, ECONOMY | $1,500 |
| AUBURN UNIVERSITY | |||||||
| 203 MARY MARTIN HALL | AUBURN | AL | 36849 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| BELOIT COLLEGE | |||||||
| 700 COLLEGE ST | BELOIT | WI | 53511 | N/A | PC | INDEPENDENT COLLEGE GRANT | $25,000 |
| BIG BROTHERS BIG SISTERS OF SHEBOYGAN COUNTY | |||||||
| 632 N 8TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | SCHOOL-BASED MENTORING | $2,500 |
| BIG BROTHERS BIG SISTERS OF SHEBOYGAN COUNTY | |||||||
| 632 N 8TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | MENTOR U (CURRICULUM DEVELOPMENT) | $2,500 |
| BIRMINGHAM MUSEUM OF ART | |||||||
| 2000 REVEREND ABRAHAM WOODS JR BLVD | BIRMINGHAM | AL | 35203 | N/A | PC | ART DONATION - BARBARA ROSSI COLLECTION | $1,750 |
| BLACK-AMERICAN COMMUNITY OUTREACH | |||||||
| 2916 S 11TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | BACO UNITY IN THE COMMUNITY ARTS EDUCATION INITIATIVE | $2,500 |
| BLACK-AMERICAN COMMUNITY OUTREACH | |||||||
| 2916 S 11TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | MENTORING MINORS TO MIRACLES (M3) | $5,000 |
| BOISE ART MUSEUM | |||||||
| 670 JULIA DAVIS DR | BOISE | ID | 83702 | N/A | PC | ART DONATION - BARBARA ROSSI COLLECTION | $20,500 |
| BOOKWORM GARDENS | |||||||
| 1415 CAMPUS DR | SHEBOYGAN | WI | 53081 | N/A | PC | BOOKWORM GARDENS' CLASSROOM YURT + EXPLORATION GARDEN | $5,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| BOSTON UNIVERSITY | |||||||
| 881 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $20,000 |
| BOYS & GIRLS CLUB OF FOND DU LAC | |||||||
| PO BOX 562 | FOND DU LAC | WI | 54936 | N/A | PC | THE PROJECT LEARN PROGRAM | $1,000 |
| BOYS & GIRLS CLUB OF PORTAGE COUNTY | |||||||
| 941 MICHIGAN AVE | STEVENS POINT | WI | 54481 | N/A | PC | BOYS & GIRLS CLUB - MURAL INSPIRATION ART PROGRAM | $1,000 |
| BOYS & GIRLS CLUBS OF SHEBOYGAN COUNTY | |||||||
| 107 CEDAR STREET | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | 2021-2022 SCHOOL YEAR ARTS PROGRAMMING | $2,500 |
| BOYS & GIRLS CLUBS OF SHEBOYGAN COUNTY | |||||||
| 107 CEDAR STREET | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | CELEBRATING SIGNIFICANT OBSERVANCES THROUGH THE ARTS | $3,000 |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| A-41 ASB | PROVO | UT | 846021014 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1911 | PROVIDENCE | RI | 02912 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $16,667 |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $20,000 |
| CARLETON COLLEGE | |||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| CARNEGIE-MELLON UNIVERSITY | |||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $19,555 |
| CEDARBURG ART MUSEUM & SOCIETY INC | |||||||
| W63N675 WASHINGTON AVE | CEDARBURG | WI | 53012 | N/A | PC | THE HISTORY OF WISCONSIN ART EXHIBITION: A CREATIVE PLACE | $1,000 |
| CHAZEN MUSEUM OF ART | |||||||
| 800 UNIVERSITY AVE | MADISON | WI | 53706 | N/A | PC | ART DONATION - JOHN COLT PAINTINGS AND DRAWINGS | $23,250 |
| COLLEGE OF WILLIAM MARY | |||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 23187 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $6,250 |
| COLORADO STATE UNIVERSITY | |||||||
| 6015 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| COLUMBIA COLLEGE CHICAGO | |||||||
| 600 S MICHIGAN AVE | CHICAGO | IL | 60605 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $6,250 |
| CONCORDIA UNIVERSITY | |||||||
| 12800 N LAKE SHORE DRIVE | MEQUON | WI | 53097 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $15,000 |
| COVENANT COLLEGE | |||||||
| 14049 SCENIC HIGHWAY | LOOKOUT MOUNTAIN | GA | 30750 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| CRYSTAL BRIDGES MUSEUM OF AMERICAN ART | |||||||
| 600 MUSEUM WAY | BENTONVILLE | AK | 72712 | N/A | PC | ART DONATION - BARBARA ROSSI COLLECTION | $2,750 |
| DARE TO DREAM THEATRE | |||||||
| PO BOX 482 | SHEBOYGAN | WI | 53081 | N/A | PC | ALL TOGETHER NOW | $2,500 |
| DARE TO DREAM THEATRE | |||||||
| PO BOX 482 | SHEBOYGAN | WI | 53081 | N/A | PC | IMAGINATION ON STAGE SUMMER CAMP 2021 | $3,000 |
| DENVER ART MUSEUM | |||||||
| 100 W 14TH AVE PKWY | DENVER | CO | 80204 | N/A | PC | ART DONATION - BARBARA ROSSI COLLECTION | $46,800 |
| DEPAUL ART MUSEUM | |||||||
| 935 W FULLERTON AVE | CHICAGO | IL | 60614 | N/A | PC | ART DONATION - BARBARA ROSSI COLLECTION | $13,150 |
| DEPAUL UNIVERSITY | |||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| EDGEWOOD COLLEGE | |||||||
| 1000 EDGEWOOD COLLEGE DRIVE | MADISON | WI | 53711 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| ELI & EDYTHE BROAD MUSEUM-MICHIGAN STATE UNIV | |||||||
| 547 E CIRCLE DRIVE | EAST LANSING | MI | 48824 | N/A | PC | ART DONATION - GEORG VIHOS | $93,800 |
| ELON UNIVERSITY | |||||||
| PO BOX 398 | ELON | NC | 27244 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| FAMILY RESOURCE CENTER OF SHEBOYGAN COUNTY | |||||||
| 1500 DOUGLAS DRIVE SUITE B | PLYMOUTH | WI | 53073 | N/A | PC | STUDENT AND TEACHER BOOKS FOR LITERACY COUNCIL ADULT ENGLISH LANGUAGE LEARNERS | $1,800 |
| FAMILY RESOURCE CENTER OF SHEBOYGAN COUNTY | |||||||
| 1500 DOUGLAS DRIVE SUITE B | PLYMOUTH | WI | 53073 | N/A | PC | GROWING PARENTS AS TEACHERS PRESENCE IN SHEBOYGAN COUNTY COMMUNITY | $2,000 |
| FENIMORE ART MUSEUM | |||||||
| 5798 NY-80 | COOPERSTOWN | NY | 13326 | N/A | PC | ART DONATION - FASANELLA 2021 | $12,265 |
| FLORIDA SOUTHERN COLLEGE | |||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| FRIENDS OF THE SENIOR ACTIVITI CENTER OF SHEBOYGAN | |||||||
| 828 CENTER AVE | SHEBOYGAN | WI | 53081 | N/A | PC | INTERMEDIATE PAINTING | $1,000 |
| GEARBOX LABS INC | |||||||
| N2759 HOPEMAN HTS | HINGHAM | WI | 53031 | N/A | PC | SUMMER STEAM STARS | $2,500 |
| GEORGE MASON UNIVERSITY | |||||||
| 44900 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | N/A | PC | ART DONATION - STELLA WAITZKIN CENTENNIAL | $95,200 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| 225 NORTH AVE | ATLANTA | GA | 30322 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| GIRL SCOUTS OF MANITOU COUNCIL | |||||||
| 5212 WINDWARD COURT | SHEBOYGAN | WI | 53083 | N/A | PC | GIRL SCOUT SILVER AWARD PROJECT | $1,000 |
| GRAND CANYON UNIVERSITY | |||||||
| PO BOX 11590 | PHOENIX | AZ | 85061 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $20,000 |
| GREEN BAY BOTANICAL GARDENS | |||||||
| 2600 LARSEN ROAD | GREENBUSH | WI | 54303 | N/A | PC | CHILDREN'S GARDEN EXPANSION PROJECT | $2,640 |
| HAMILTON WOOD TYPE & PRINTING MUSEUM INC | |||||||
| 1816 10TH STREET | TWO RIVERS | WI | 54241 | N/A | PC | 2021 WAYZGOOSE ANNUAL CONFERENCE | $2,500 |
| HECKSCHER MUSEUM | |||||||
| 2 PRIME AVE | HUNTINGTON | NY | 11743 | N/A | PC | ART DONATION - STELLA WAITZKIN 2021 | $155,240 |
| HELLO HAPPINESS CREATIVITY CENTER INC | |||||||
| 1504 NEW JERSEY AVE | SHEBOYGAN | WI | 53081 | N/A | PC | CLUB HAPPY TEEN PROGRAM | $2,000 |
| HELLO HAPPINESS CREATIVITY CENTER INC | |||||||
| 1504 NEW JERSEY AVE | SHEBOYGAN | WI | 53081 | N/A | PC | STUDIO HAPPY | $2,500 |
| ILLINOIS STATE MUSEUM | |||||||
| 502 S SPRING ST | SPRINGFIELD | IL | 62706 | N/A | PC | ART DONATION - GERDA MEYER BERNSTEIN | $69,575 |
| IOWA STATE UNIVERSITY | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $2,500 |
| IOWA STATE | |||||||
| 515 MORRILL ROAD | AMES | IA | 50011 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $2,500 |
| JOHN JAY COLLEGE OF CRIMINAL JUSTIC | |||||||
| 524 WEST 59TH STREET | NEW YORK | NY | 10019 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $9,320 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | SHEBOYGAN DIVERSITY, EQUITY, INCLUSION, AND BELONGING INITIATIVE | $1,000 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | WANDERING WISCONSIN KIOSK FOR THE ART PRESERVE | $2,000 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | KFI FELLOWSHIP | $10,000 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | OPERATIONS AND PROGRAMS | $50,000 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | ART DONATION - SILVIO BARILE SCULPTURES | $2,517,771 |
| KENYON COLLEGE | |||||||
| 105 COLLEGE PARK STREET | GAMBIER | OH | 43022 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| KIEL AREA YOUTH THEATRE | |||||||
| PO BOX 194 | KIEL | WI | 53042 | N/A | PC | SUMMER 2021 PRODUCTION | $1,000 |
| KRANNERT MUSEUM AT UNIVERSITY OF ILLINOIS | |||||||
| 500 E PEABODY DR | CHAMPAIGN | IL | 61820 | N/A | PC | ART DONATION - STELLA WAITZKIN 2021 | $23,428 |
| LAKELAND UNIVERSITY | |||||||
| W3718 SOUTH DR | PLYMOUTH | WI | 53073 | N/A | PC | HISPANIC HERITAGE WEEK | $1,500 |
| LAKELAND UNIVERSITY | |||||||
| W3718 SOUTH DR | PLYMOUTH | WI | 53073 | N/A | PC | OPUS SMMER BRIDGE PROGRAM | $1,750 |
| LAKELAND UNIVERSITY | |||||||
| W3718 SOUTH DRIVE | PLYMOUTH | WI | 53073 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| LAKESHORE CHORALE INC | |||||||
| PO BOX 36 | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | LAKESHORE CHORALE PROJECT PROPOSAL | $2,000 |
| LAWRENCE UNIVERSITY | |||||||
| 711 EAST BOLDT WAY | APPLETON | WI | 54911 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $22,500 |
| LESLIE-LOHMAN ART MUSEUM | |||||||
| 26 WOOSTER ST | NEW YORK | NY | 10013 | N/A | PC | ART DONATION - JOHN SCHACHT | $21,200 |
| LIBERTY UNIVERSITY | |||||||
| PO BOX 10425 | LYNCHBURG | VA | 24515 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $15,000 |
| LIGHTHOUSE RECOVERY COMMUNITY CENTER INC | |||||||
| 721 PARK STREET | MANITOWOC | WI | 54220 | N/A | PC | ART IN RECOVERY | $1,000 |
| LOYOLA UNIVERSITY CHICAGO | |||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24515 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| LUBEZNIK CENTER FOR THE ARTS | |||||||
| 101 W 2ND ST 100 | MICHIGAN CITY | IN | 46360 | N/A | PC | ART DONATION - ROBERT GRAFTON MURAL | $112,019 |
| MARQUETTE UNIVERSITY | |||||||
| 6339 N SHERIDAN RD | CHICAGO | IL | 60660 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $7,500 |
| MEMORIAL ART GALLERY U OF ROCHESTER | |||||||
| 500 UNIVERSITY AVE | ROCHESTER | NY | 14607 | N/A | PC | ART DONATION - STELLA WAITZKIN CENTENNIAL | $7,000 |
| MILLER ART MUSEUM | |||||||
| 107 SOUTH 4TH AVENUE | STURGEON BAY | WI | 54235 | N/A | PC | ART DONATION - SALLY DUBACK MOSAIC | $30,650 |
| MILWAUKEE ART MUSEUM | |||||||
| 700 N ART MUSEUM DR | MILWAUKEE | WI | 53202 | N/A | PC | ART DONATION - BARBARA ROSSI COLLECTION | $500 |
| MILWAUKEE INSTITUTE OF ART DESIGN | |||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $6,500 |
| MILWAUKEE SYMPHONY ORCHESTRA | |||||||
| 212 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53203 | N/A | PC | ART DONATION - ART THRALL COLLECTION | $1,500 |
| MUSEUM OF ARTS AND DESIGN | |||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | N/A | PC | ART DONATION - DORIAN ZACHAI TEXTILES | $23,500 |
| MUSEUM OF CONTEMPORARY PHOTOGRAPHY | |||||||
| 600 S MICHIGAN AVE | CHICAGO | IL | 60605 | N/A | PC | ART DONATION - BARBARA ROSSI COLLECTION | $16,200 |
| MUSEUM OF FINE ART BOSTON | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | ART DONATION - BARBARA ROSSI COLLECTION | $90,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | N/A | PC | ART DONATION - BARBARA ROSSI COLLECTION | $39,500 |
| MUSEUM OF WISCONSIN ART | |||||||
| 205 VETERANS AVE | WEST BEND | WI | 53095 | N/A | PC | ART DONATION - WRAP ART COLLECTION | $41,800 |
| MUSEUM OF WISCONSIN ART | |||||||
| 205 VETERANS AVENUE | WEST BEND | WI | 53012 | N/A | PC | TEEN EXHIBITION "MYSELF WHEN I AM REA: A TEEN PERSPECTIVE ON IDENTITY" | $1,500 |
| NATIONAL GALLERY OF ART | |||||||
| CONSTITUTION AVE | WASHINGTON | DC | 20565 | N/A | PC | ART DONATION - BARBARA ROSSI COLLECTION | $42,000 |
| NATIONAL INVENTORS HALL OF FAME INC | |||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 44720 | N/A | PC | CAMP INVENTION STEM SUMMER PROGRAM IN SHEBOYGAN COUNTY | $2,500 |
| NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA-STATE OF WI | |||||||
| 1490 AGENCY HOUSE RD | PORTAGE | WI | 53901 | N/A | PC | ACCESSING ARTS AND CULTURE ON THE HISTORICAL LANDSCAPE | $1,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 273 E ERIE ST | MILWAUKEE | WI | 53202 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $12,219 |
| NOURISH FARMS INC | |||||||
| 100 ALFRED MILEY AVE | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | PLAY IS HEALING | $2,500 |
| OHIO STATE UNIVERSITY | |||||||
| PO BOX 183248 | COLUMBUS | OH | 43218 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| OOSTBURG SCHOOL DISTRICT | |||||||
| 410 NEW YORK AVENUE | OOSTBURG | WI | 53070 | N/A | PC | IBAKE, PHASE II | $1,000 |
| OPERA FOR THE YOUNG INC | |||||||
| 6441 ENTERPRISE LN STE 207 | MADISON | WI | 53719 | N/A | PC | OPERA FOR THE YOUNGS CINDERELLA IN SHEBOYGAN SCHOOLS | $1,500 |
| OTIS COLLEGE OF ART AND DESIGN | |||||||
| 9045 LINCOLN BLVD | LOS ANGELES | CA | 90045 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $2,500 |
| PECATONICA EDUCATIONAL CHARITABLE FOUNDATION INC | |||||||
| PO BOX 95 | HOLLANDALE | WI | 53544 | N/A | PC | GRANDVIEW WINTER ACADEMY | $1,500 |
| PECATONICA EDUCATIONAL CHARITABLE FOUNDATION INC | |||||||
| PO BOX 95 | HOLLANDALE | WI | 53544 | N/A | PC | GRANDVIEW SUMMER ACADEMY | $2,500 |
| PETER QUINCE PERFORMING CO LTD | |||||||
| PO BOX 1652 | MANITOWOC | WI | 54220 | N/A | PC | "ALL SHOOK UP" SUMMER 2021 PRODUCTION | $1,000 |
| PLAINS MUSEUM | |||||||
| 704 1ST AVE N | FARGO | ND | 58102 | N/A | PC | ART DONATION - BARBARA ROSSI COLLECTION | $37,678 |
| PLYMOUTH ART FOUNDATION INC | |||||||
| 520 EAST MILL STREET | PLYMOUTH | WI | 53073 | N/A | PC | NEW ONLINE ART EDUCATION AND VIRTUAL STUDIO | $1,000 |
| PLYMOUTH ART FOUNDATION INC | |||||||
| 520 EAST MILL STREET | PLYMOUTH | WI | 53073 | N/A | PC | OJIBWE CULTURAL PRESENTATION AND BIRCHBARK BASKETRY WORKSHOP | $1,500 |
| RADFORD UNIVERSITY ART MUSEUM | |||||||
| 801 E MAIN ST | RADFORD | VA | 24142 | N/A | PC | ART DONATION - STELLA WAITZKIN 2021 | $72,498 |
| RAHR WEST ART MUSEUM | |||||||
| 610 NORTH 8TH STREET | MANITOWOC | WI | 54220 | N/A | PC | ART DONATION - WRAP ART COLLECTION | $4,500 |
| READING & MATH INC | |||||||
| 1200 S WASHINGTON AVE STE 310 | MINNEAPOLIS | MN | 55415 | N/A | PC | SUSTAINING WISCONSIN READING CORPS AT JACKSON ELEMENTARY | $2,500 |
| RHODE ISLAND SCHOOL OF DESIGN | |||||||
| 20 WASHINGTON PLACE | PROVIDENCE | RI | 02903 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $4,375 |
| RIPON COLLEGE | |||||||
| 300 WEST SEWARD STEET | RIPON | WI | 54971 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| ROCKFORD ART MUSEUM | |||||||
| 711 N MAIN ST | ROCKFORD | IL | 61103 | N/A | PC | ART DONATION - GERDA MEYER BERNSTEIN | $32,000 |
| RUTH PAGE CENTER FOR THE ARTS | |||||||
| 1016 N DEARBORN ST | CHICAGO | IL | 60610 | N/A | PC | ART DONATION - JUDITH ROTH COLLECTION | $21,500 |
| SAILING EDUCATION ASSOCIATION OF SHEBOYGAN INC | |||||||
| 1837 SUPERIOR AVE | SHEBOYGAN | WI | 53081 | N/A | PC | ADAPTIVE BOATING | $1,000 |
| SCHOOL DISTRICT OF RANDOM LAKE | |||||||
| 605 RANDOM LAKE RD | RANDOM LAKE | WI | 53075 | N/A | GOV | WISCONSIN SINGERS OF UW-MADISON EDUCATIONAL WORKSHOP & PUBLIC PERFORMANCE | $1,000 |
| SCOTTSDALE MUSEUM OF CONTEMPORARY ART | |||||||
| 7374 E 2ND ST | SCOTTSDALE | AZ | 85251 | N/A | PC | ART DONATION - JANICE LOWRY | $11,100 |
| SHEBOYGAN COUNTY HISTORICAL RESEARCH CENTER | |||||||
| 518 WATER STREET | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | EDUCATIONAL & OUTREACH PROGRAMMING | $3,000 |
| SHEBOYGAN COUNTY HISTORICAL SOCIETY | |||||||
| 3110 ERIE AVE | SHEBOYGAN | WI | 53083 | N/A | PC | THE WAY WE WORK | $2,500 |
| SHEBOYGAN COUNTY INTERFAITH ORGANIZATION | |||||||
| 1251 GEELE AVENUE | SHEBOYGAN | WI | 53083 | N/A | PC | BRIDGEWAY ARTS & WELLNESS | $1,900 |
| SHEBOYGAN THEATRE CO (SHEBOYGAN AREA SCHOOL DISTRICT) | |||||||
| 607 SOUTH WATER STREET | SHEBOYGAN | WI | 53081 | N/A | PC | ALL THE WORLD'S A STAGE - SUMMER WORKSHOPS | $4,700 |
| SPARKS FOUNDATION | |||||||
| 110 W WYOMISSING AVENUE | MOHNTON | PA | 19540 | N/A | PC | TURNING ELEMENTARY SCHOOL CLASSROOMS INTO STEM LABS | $1,500 |
| ST LOUIS UNIVERSITY | |||||||
| 1 GRAND BLVD | ST LOUIS | MO | 63103 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| ST NORBERT COLLEGE | |||||||
| 100 GRANT STREET | DEPERE | WI | 45115 | N/A | PC | ART DONATION - KAREN FITZGERALD COLLECTION | $20,800 |
| ST NORBERT COLLEGE | |||||||
| 100 GRANT STREET | DEPERE | WI | 54115 | N/A | I | EDUCATIONAL SCHOLARSHIP | $15,000 |
| STANFORD UNIVERSITY | |||||||
| 355 GALVEZ STREET | STANFORD | CA | 94305 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| STEFANIE H WEILL CENTER FOUNDATION INC | |||||||
| 826 N 8TH ST | SHEBOYGAN | WI | 53081 | N/A | PC | ROSIE REVERE, ENGINEER & FRIENDS - APRIL 12, 2022 | $5,000 |
| THE LOUIS ROUND WILSON LIBRARY | |||||||
| 506 WILSON LIBRARY | CHAPEL HILL | NC | 27599 | N/A | PC | ART DONATION - BURK UZZLE PHOTOGRAPHY COLLECTION | $3,030,080 |
| THE TUDE GROUP | |||||||
| 834 VIRGINIA AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | ARTIST IN RESIDENCE | $2,500 |
| TUSCON MUSEUM OF ART | |||||||
| 140 N MAIN AVE | TUSCON | AZ | 85701 | N/A | PC | ART DONATION - JANICE LOWRY | $25,300 |
| UNIVERSITY OF CHICAGO | |||||||
| 1115 E 58TH STREET | CHICAGO | IL | 60637 | N/A | I | EDUCATIONAL SCHOLARSHIP | $3,125 |
| UNIVERSITY OF DENVER | |||||||
| 2197 S UNIVERSITY BLVD | DENVER | CO | 80210 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $15,000 |
| UNIVERSITY OF IOWA | |||||||
| 2700 UNIVERSITY CAPITOL CENTRE | IOWA CITY | IA | 52242 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $2,500 |
| UNIVERSITY OF MICHIGAN - SCHOOL OF | |||||||
| 515 E JEFFERSON ST | ANN ARBOR | MI | 48109 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| UNIVERSITY OF MINNESOTA - TWIN CITI | |||||||
| 106 PLEASANT STREET SE | MINNEAPOLIS | MN | 55455 | N/A | I | EDUCATIONAL SCHOLARSHIP | $23,750 |
| UNIVERSITY OF NEBRASKA | |||||||
| 130 POUND HALL | LINCOLN | NE | 68588 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $2,500 |
| UNIVERSITY OF NORTH CAROLINA SCHOOL | |||||||
| 1533 S MAIN ST | WINSTONSALEM | NC | 27127 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $2,188 |
| UNIVERSITY OF OKLAHOMA | |||||||
| 1000 ASP AVE | NORMAN | OK | 73019 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $36,042 |
| UNIVERSITY OF ST THOMAS | |||||||
| 2115 SUMMIT AVE | ST PAUL | MN | 55105 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400204 | CHARLOTEVILLE | VA | 22904 | N/A | I | EDUCATIONAL SCHOLARSHIP | $10,000 |
| UNIVERSITY OF WISCONSIN - EAU CLAIR | |||||||
| PO BOX 5000 | EAU CLAIRE | WI | 54702 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| UNIVERSITY OF WISCONSIN - GREEN BAY | |||||||
| 2420 NICOLET DRIVE | GREEN BAY | WI | 54311 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $2,500 |
| UNIVERSITY OF WISCONSIN - LACROSSE | |||||||
| 1725 STATE STREET | LA CROSSE | WI | 54601 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $2,500 |
| UNIVERSITY OF WISCONSIN - MADISON | |||||||
| 780 REGENT ST STE | MADISON | WI | 53715 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $97,917 |
| UNIVERSITY OF WISCONSIN - MILWAUKEE | |||||||
| PO BOX 500 | MILWAUKEE | WI | 53201 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $9,513 |
| UNIVERSITY OF WISCONSIN - PLATEVILL | |||||||
| 1 UNIVERSITY PLAZA | PLATEVILLE | WI | 53818 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $7,500 |
| UNIVERSITY OF WISCONSIN - RIVER FAL | |||||||
| 410 S 3RD STREET | RIVER FALLS | WI | 54022 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $2,500 |
| UNIVERSITY OF WISCONSIN - STOUT | |||||||
| 712 SOUTH BROADWAY ST | MENOMINEE | WI | 54751 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| UNIVERSITY OF WISCONSIN-MADISON | |||||||
| 800 UNIVERSITY AVENUE | MADISON | WI | 53706 | N/A | GOV | KFI FELLOWSHIP | $25,000 |
| UNIVERSITY OF WISCONSIN-MILWAUKEE | |||||||
| CHAPMAN HALL 202 | MILWAUKEE | WI | 53201 | N/A | GOV | ART DONATION - SALLY DUBACK MOSAIC | $35,720 |
| UNIVERSITY OF WISCONSIN-OSHKOSH | |||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | N/A | GOV | ART DONATION - KAREN FITZGERALD COLLECTION | $14,775 |
| UW-MADISON - WISCONSIN INSTITUTE OF DISCOVERY | |||||||
| 330 N ORCHARD ST | MADISON | WI | 53715 | N/A | PC | MARIE CHRISTINE KOHLER FELLOWS | $15,000 |
| UW-PLATTEVILLE FOUNDATION | |||||||
| PO BOX 254 | PLATTEVILLE | WI | 53818 | N/A | PC | GIRLS WHO CODE AND PIONEERING YOUR FUTURE IS STEM CHATTY LIGHT UP CIRCUIT PLAYGROUND EXPRESS MASKS | $1,000 |
| VALPARAISO UNIVERSITY | |||||||
| 1700 CHAPEL DRIVE | VALPARAISO | IN | 46383 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| VITERBO UNIVERSITY | |||||||
| 900 VITERBO DRIVE | LACROSSE | WI | 54601 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| WADE HOUSE HISTORIC SITE (WISCONSIN HISTORICAL SOCIETY) | |||||||
| 816 STATE STREET | MADISON | WI | 53706 | N/A | PC | 2022 GUEST EXPERIENCE | $3,000 |
| WADE HOUSE HISTORIC SITE | |||||||
| W7965 STATE HIGHWAY 23 | GREENBUSH | WI | 53026 | N/A | PC | HISTORIC CLOTHING FOR INTERPRETIVE STAFF | $2,000 |
| WADE HOUSE HISTORIC SITE | |||||||
| W7965 STATE HIGHWAY 23 | GREENBUSH | WI | 53026 | N/A | PC | HORSE TRANSPORTATION - TRAIL MAINTENANCE | $7,000 |
| WAGNER COLLEGE | |||||||
| ONE CAMPUS ROAD | STATEN ISLAND | NY | 10301 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| WAKE FOREST | |||||||
| PO BOX 7246 | WINSTONSALEM | NC | 27109 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $10,000 |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||
| ONE BROOKINGS DRIVE | ST LOUIS | MO | 63130 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $13,750 |
| WHEATON COLLEGE | |||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO EDUCATIONAL INSTITUTION | $5,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | N/A | PC | ART DONATION - BARBARA ROSSI COLLECTION | $58,000 |
| WISCONSIN MUSEUM OF QUILTS & FIBER ARTS INC | |||||||
| PO BOX 562 | CEDARBURG | WI | 53012 | N/A | PC | QUILT NIHON EXHIBIT & PROGRAMMING | $710 |
| WRIGHT ART MUSEUM | |||||||
| 107 SOUTH 4TH AVENUE | BELOIT | WI | 53511 | N/A | PC | ART DONATION - ART THRALL COLLECTION | $2,075 |
| WRIGHT MUSEUM OF ART - BELOIT COLLEGE | |||||||
| 700 COLLEGE ST | BELOIT | WI | 53511 | N/A | PC | ART DONATION - KAREN FITZGERALD COLLECTION | $49,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,990,591 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,665,479 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,808,230 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $187,663 | ||
| RECOVERIES OF AMOUNTS TREATED AS DISTRIBUTIONS | $5,550 | ||
| MISCELLANEOUS INCOME | 14 | $282 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,474,184 | ExclusionAmt |
| Related Or Exempt Function Incm | $193,213 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,667,397 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | MISC. INCOME RELATED TO DISTINGUISHED GUEST SERRIES AND OTHER RECEIPTS |
| 11B | RECOVERY OF AMOUNT TREATED AS DISTRIBUTIONS IN PRIOR YEAR |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $22,070 | Amt |
| Net Investment Income | $11,035 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,035 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL WORLD BOND FUND F3+ | FMV | $2,548,739 | $2,548,739 |
| DODGE & COX GLOBAL BOND FUND | FMV | $2,577,674 | $2,577,674 |
| FIDELITY CASH RESERVES | FMV | $242,861 | $242,861 |
| FIDELITY EMERGING MKTS INDX INSTL PREM | FMV | $4,653,110 | $4,653,110 |
| FIDELITY SMALL CAP INDEX FUND | FMV | $1,467,127 | $1,467,127 |
| FIDELITY US BOND INDEX FUND | FMV | $5,181,267 | $5,181,267 |
| FRANKLIN TEMPLETON ETF TR FTSE JAPAN | FMV | $793,593 | $793,593 |
| GUGGENHEIM ULTRA SHORT DURATION INSTL | FMV | $3,457,976 | $3,457,976 |
| INVESCO EQUALLY WEIGHTED S&P 500 R6 | FMV | $8,632,496 | $8,632,496 |
| ISHARES EDGE MSCI MULTIFACTOR | FMV | $2,706,080 | $2,706,080 |
| ISHARES TD MSCI USA MIN VOL | FMV | $2,747,358 | $2,747,358 |
| ISHARES TR MSCI AC ASIA ETF | FMV | $4,098,996 | $4,098,996 |
| ISHARES TRUST CORE MSCI EAFE ETF | FMV | $2,572,138 | $2,572,138 |
| KOHLER STOCK SERIES A | FMV | $0 | $254,549,070 |
| KOHLER STOCK SERIES B | FMV | $0 | $7,873,920 |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS | FMV | $2,760,636 | $2,760,636 |
| VANGUARD INSTL INDEX INSTL PLUS | FMV | $8,994,710 | $8,994,710 |
| VANGUARD SMALL CAP INDEX INSTL PLUS | FMV | $3,016,106 | $3,016,106 |
| VANGUARD TOTAL INTNL STOCK INDEX INST PLUS | FMV | $2,948,989 | $2,948,989 |
| VANGUARD TOTAL STOCK MARKET INSTL PLUS | FMV | $10,326,080 | $10,326,080 |
| VANGUARD ULTRA SHORT TERM BOND ADMIRAL | FMV | $1,729,939 | $1,729,939 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,004 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,004 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $1,135,083 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CULTURAL PROGRAM EXPENSES | $16,179 | $0 | $16,179 |
| DGS CULTURAL PROGRAMS | $206 | $0 | $206 |
| EQUIPMENT EXPENSE | $2,426 | $0 | $2,426 |
| INSURANCE - GENERAL | $16,579 | $0 | $16,579 |
| MAINT & GROUNDS - WAELDERHAUS | $16,715 | $0 | $16,715 |
| MANAGEMENT & GENERAL EXPENSES | $11,000 | $0 | $11,000 |
| MEMBERSHIP ADMINISTRATION | $3,249 | $0 | $3,249 |
| MISCELLANEOUS EXPENSES | $20,602 | $0 | $20,602 |
| POSTAGE | $2,341 | $0 | $2,341 |
| PRESERVATION ADMINISTRATIVE EXPENSES | $25,431 | $0 | $25,431 |
| PRESERVATION EXPENSES | $3,228,584 | $0 | $3,228,584 |
| REPAIR | $17,120 | $0 | $17,120 |
| SCHOLARSHIP EXPENSE | $4,776 | $0 | $4,776 |
| SERVICE FEES | $3,819 | $0 | $3,819 |
| SUPPLIES | $10,693 | $0 | $10,693 |
| UTILITIES | $17,345 | $0 | $17,345 |
| WAREHOUSE | $63,359 | $0 | $63,359 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $187,663 | $187,663 | |
| RECOVERIES OF AMOUNTS TREATED AS DISTRIBUTIONS | $5,550 | $5,550 | |
| MISCELLANEOUS INCOME | $282 | $282 | $282 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $254 | BOYBookValueAmt |
| EOY Book Value | $1,083 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| APPRAISAL FEES | $32,747 | $0 | $32,747 |
| INVESTMENT MANAGEMENT FEES | $97,285 | $97,285 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $33,816 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |