KOHLER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KOHLER FOUNDATION INC (EIN 39-0810536)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349108212
- Schema version
- 2020v4.1
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:02:56-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-15 | 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 | 2021-11-15 | PreparationDt |
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 | 2020 | 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 | $306,594,337 | 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 | $963 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $963 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,570,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,570,119 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$416,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,207,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $101,358 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $437 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,255,778 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,571,519 | 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 | $510,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $510,200 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $180,390 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $180,390 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $480 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $240 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $240 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,278 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,639 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,639 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,630 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,630 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $83,467 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $83,467 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $37,874 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $37,874 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,315 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,315 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,060,186 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90,546 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,969,640 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,932,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $128,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,804,765 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $882,629 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,377,044 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,815,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $128,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,181,809 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,559,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,443,464 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,570 | CashBOYAmt |
| Cash EOY | $24,179 | CashEOYAmt |
| Cash EOYFMV | $24,179 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,410 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,410 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $242,266,140 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $56,412,268 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,458,608 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $63,458,608 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $840,000 | LandEOYFMVAmt |
| Total Assets BOY | $56,500,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,488,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $306,594,337 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $517 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $254 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $517 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $254 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $56,500,476 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $63,487,943 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,500,476 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,487,943 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,500,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,488,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,500,476 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,559,671 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,547,138 | OtherIncreasesAmt |
| Subtotal | $63,487,943 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,487,943 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| 3,510 SH DBX ETF TR X-TRACKERS MSCI EAFE | $117,987 | $89,469 | $28,518 | $28,518 |
| 21,900 SH FIDELITY EMERGING MKTS INDX INSTL PREM | $251,254 | $224,694 | $26,560 | $26,560 |
| 1,620 SH FRANKLIN TEMPLETON ETF TR FTSE JAPAN | $44,203 | $43,027 | $1,176 | $1,176 |
| 4,520 SH INVESCO EQUALLY WEIGHTED S&P 500 R6 | $295,332 | $258,228 | $37,104 | $37,104 |
| 82,073.121 SH ISHARES EDGE MSCI MIN VOL USA EFT | $4,533,353 | $5,231,182 | -$697,829 | -$697,829 |
| 4,880 SH ISHARES EDGE MSCI INTL MULTIFACTOR | $131,569 | $143,472 | -$11,903 | -$11,903 |
| 2,855 SH ISHARES TR MSCI AC ASIA ETF | $223,178 | $146,546 | $76,632 | $76,632 |
| 2,010 SH ISHARES TRUST CORE MSCI EAFE ETF | $133,178 | $105,679 | $27,499 | $27,499 |
| 47,686.392 SH SPDR SSGA US LARGE CAP LOW VOLATILITY | $4,415,431 | $5,259,722 | -$844,291 | -$844,291 |
| 160,530.119 SH VANGUARD DIV APPREC INDEX FD ADMIRAL SHS+ | $4,455,812 | $5,227,815 | -$772,003 | -$772,003 |
| 12,390.835 SH VANGUARD INSTL INDEX INSTL PLUS | $4,096,995 | $2,526,870 | $1,570,125 | $1,570,125 |
| 520 SH VANGUARD SMALL CAP INDEX INSTL PLUS | $128,540 | $95,222 | $33,318 | $33,318 |
| 1,278 SH VANGUARD TOTAL INTNL STOCK INDEX INST PLUS | $156,141 | $147,414 | $8,727 | $8,727 |
| 1,320 SH VANGUARD TOTAL STOCK MARKET INSTL PLUS | $224,234 | $124,529 | $99,705 | $99,705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$416,662 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,764 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,764 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,764 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $92,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $92,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,236 | OverpaymentAmt |
| Applied To ES Tax | $30,236 | 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 |
| MARGARET SURALIK | ||||||||
| 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 | $103,249 | $15,368 | $0 |
| WANDA BINTZLER | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | ACCOUNTING MANAGER | 40.00 | $77,166 | $31,019 | $0 |
| BRIDGITT ZIELKE | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | PROGRAM MANAGER | 40.00 | $62,224 | $34,433 | $0 |
| DANIEL SMITH | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | SR. PRESERVATION MAN | 40.00 | $57,273 | $6,123 | $0 |
| ELIZABETH WIZA | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | PRESERVATION COORDIN | 40.00 | $45,812 | $10,839 | $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 | $3,496,976 | Expenses1Amt |
| Description2 | KOHLER FOUNDATION PROVIDES FOR SCHOLARSHIPS TO QUALIFYING STUDENTS AND GRANTS TO ELIGIBLE CHARITIES | Description2Txt |
| Expenses2 | $881,629 | Expenses2Amt |
| Description3 | KOHLER FOUNDATION PROVIDES FOR THE OPERATION OF THE WAELDERHAUS MUSEUM | Description3Txt |
| Expenses3 | $123,138 | Expenses3Amt |
| Description4 | KOHLER FOUNDATION PROVIDES FOR CULTURAL PROGRAMS INCLUDING PLAYS, BALLETS AND MUSICALS | Description4Txt |
| Expenses4 | $156,316 | Expenses4Amt |
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 | $295,648,536 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $368,654 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $840,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $296,857,190 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $296,857,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,452,858 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $292,404,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,620,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,620,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,764 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,764 | TotalTaxAmt |
| Distributable Before Adj | $14,558,453 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,456 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,564,909 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,564,909 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,181,809 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,181,809 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,181,809 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,564,909 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $5,773,619 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,773,619 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,181,809 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,181,809 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,773,619 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,773,619 | 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 | $1,609,481 | 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 (165 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABOVE & BEYOND CHILDREN'S MUSEUM | ||||||||
| 902 N 8TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | OCTOPUS SCULPTURE PARK | $2,500 | |
| AMERICAN PLAYERS THEATRE OF WI INC | ||||||||
| 5950 GOLF COURSE ROAD | SPRING GREEN | WI | 53588 | N/A | PC | APT EDUCATIONAL OUTREACH PROGRAMMING SERVING SCHOOLS IN RURAL WISCONSIN | $3,000 | |
| AMERICAN PLAYERS THEATRE OF WI INC | ||||||||
| 5950 GOLF COURSE ROAD | SPRING GREEN | WI | 53588 | N/A | PC | APT ANTI-RACISM WORKSHOPS IN RURAL SCHOOLS | $5,000 | |
| ARTS FOR ALL WISCONSIN INC | ||||||||
| 1709 ABERG AVENUE NO 1 | MADISON | WI | 53704 | N/A | PC | CALL FOR ART / VIRTUAL ARTS EDUCATION | $1,500 | |
| ARTS WISCONSIN INC | ||||||||
| BOX 1054 | MADISON | WI | 53701 | N/A | PC | REMAKE LEARNING DAYS (RLD) | $1,080 | |
| ARTS WISCONSIN INC | ||||||||
| BOX 1054 | MADISON | WI | 53701 | N/A | PC | WISCONSIN RURAL PLACEMAKING INITIATIVE | $1,500 | |
| BENTON MUSEUM OF ART AT POMONA COLLEGE | ||||||||
| 211 NORTH COLLEGE AVENUE | CLAREMONT | CA | 91711 | N/A | PC | ART DONATION - JANICE LOWRY COLLECTION | $25,400 | |
| BIG BROTHERS BIG SISTERS OF SHEBOYGAN COUNTY | ||||||||
| 2020 ERIE AVE | SHEBOYGAN | WI | 53081 | N/A | PC | PROJECT REACH | $5,000 | |
| BIG BROTHERS BIG SISTERS OF SHEBOYGAN COUNTY | ||||||||
| 632 NORTH 8TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | SCHOOL-BASED (SB) MENTORING GOES VIRTUAL | $5,000 | |
| BOOKWORM GARDENS | ||||||||
| 1415 CAMPUS DR | SHEBOYGAN | WI | 53081 | N/A | PC | ART EXPOSURE AND INTERACTIONS DURING SPECIAL EVENTS | $1,500 | |
| BOOKWORM GARDENS | ||||||||
| 1415 CAMPUS DR | SHEBOYGAN | WI | 53081 | N/A | PC | NATURALIST TOOL KIT | $2,500 | |
| BOSTON UNIVERSITY | ||||||||
| 881 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $20,000 | |
| BOWDOIN COLLEGE | ||||||||
| 5420 COLLEGE STATION | BRUNSWICK | ME | 04011 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| BOYS & GIRLS CLUB OF PORTAGE COUNTY | ||||||||
| 941 MICHIGAN AVE | STEVENS POINT | WI | 54481 | N/A | PC | BOYS & GIRLS CLUB - DREAMS OF STEAM | $1,000 | |
| BOYS & GIRLS CLUBS OF SHEBOYGAN COUNTY | ||||||||
| 107 CEDAR STREET | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | FINE ARTS TARGETED PROGRAMMING | $5,000 | |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| A-41 ASB | PROVO | UT | 846021014 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| BROWN UNIVERSITY | ||||||||
| BOX 1911 | PROVIDENCE | RI | 02912 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $16,667 | |
| BUTLER UNIVERSITY | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $15,000 | |
| CARLETON COLLEGE | ||||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| CARNEGIE-MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $20,000 | |
| CARROLL UNIVERSITY | ||||||||
| 100 N EAST AVE | WAUKESHA | WI | 53186 | N/A | PC | INDEPENDENT COLLEGE GRANT | $25,000 | |
| CARROLL UNIVERSITY | ||||||||
| 100 NORTH EAST AVENUE | WAUKESHA | WI | 53186 | N/A | PC | ART DONATION - JOHN COLT COLLECTION | $7,900 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $25,526 | |
| CEDARBURG ART MUSEUM & SOCIETY INC | ||||||||
| W63N675 WASHINGTON AVE | CEDARBURG | WI | 53012 | N/A | PC | VALUE OF ART | $1,000 | |
| CLEMSON | ||||||||
| G-08 SIKES HALL BOX 345307 | CLEMSON | SC | 29634 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | |
| COLLEGE OF WILLIAM & MARY | ||||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 23187 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $9,375 | |
| COLORADO STATE UNIVERSITY | ||||||||
| 6015 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| COLORADO STATE | ||||||||
| 6015 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | |
| COLUMBUS MUSEUM OF ART | ||||||||
| 480 EAST BROAD STREET | COLUMBUS | OH | 43215 | N/A | PC | ART DONATION - RALPH FASANELLA | $24,125 | |
| CROCKER ART MUSEUM | ||||||||
| 216 O STREET | SACRAMENTO | CA | 95814 | N/A | PC | ART DONATION - JANICE LOWRY COLLECTION | $5,200 | |
| DEPAUL UNIVERSITY | ||||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| DEPAUL UNIVERSITY | ||||||||
| 2320 NORTH KENMORE AVENUE | CHICAGO | IL | 60614 | N/A | PC | ART DONATION - JUDITH ROTH COLLECTION | $5,800 | |
| DORDT COLLEGE | ||||||||
| 498 4TH AVE NE | SIOUX CENTER | IA | 51250 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| DRIVER OPERA HOUSE RESTORATION INC | ||||||||
| 250 MAIN STREET | DARLINGTON | WI | 53530 | N/A | PC | CELEBRATE, PARTNER, AND ENGAGE WITH OUR LATINO NEIGHBORS! | $2,500 | |
| EAGLE RIVER HISTORICAL SOCIETY | ||||||||
| 1181 HWY 45 S | EAGLE RIVER | WI | 54521 | N/A | PC | SUMMER HISTORY SERIES | $1,000 | |
| EDUCATIONAL FOUNDATION OF BIRCHWOOD | ||||||||
| 300 SWILSON STREET | BIRCHWOOD | WI | 54817 | N/A | PC | MS SCIENCE OLYMPIAD | $1,000 | |
| ELON UNIVERSITY | ||||||||
| PO BOX 398 | ELON | NC | 27244 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| FAMILY RESOURCE CENTER OF SHEBOYGAN COUNTY | ||||||||
| 1500 DOUGLAS DRIVE SUITE B | PLYMOUTH | WI | 53073 | N/A | PC | CHROMEBOOKS TO HELP LOW-INCOME LITERACY COUNCIL ADULT STUDENTS | $4,000 | |
| FAMILY RESOURCE CENTER OF SHEBOYGAN COUNTY | ||||||||
| 1500 DOUGLAS DRIVE SUITE B | PLYMOUTH | WI | 53073 | N/A | PC | CHILDREN'S BOOKS FOR PARENTS AS TEACHERS (PAT) FAMILIES | $2,500 | |
| FLORIDA SOUTHERN COLLEGE | ||||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| FRIENDS OF ANOKIJIG INC | ||||||||
| W5639 ANOKIJIG LN | PLYMOUTH | WI | 53703 | N/A | PC | ARTS AND CRAFTS DECK ADDITION | $2,500 | |
| GEORGIA INSTITUTE OF TECHNOLOGY | ||||||||
| 225 NORTH AVE | ATLANTA | GA | 30322 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $25,000 | |
| GEORGIA MUSEUM OF ART | ||||||||
| 90 CARLTON STREET | ATHENS | GA | 30602 | N/A | PC | ART DONATION - STELLA WAITZKIN CENTENNIAL | $8,500 | |
| GRAND CANYON UNIVERSITY | ||||||||
| PO BOX 11590 | PHOENIX | AZ | 85061 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| GUS LEGACY FOUNDATION | ||||||||
| 5230 NORTH CLARK STREET | CHICAGO | IL | 60640 | N/A | PC | ART DONATION - JUDITH ROTH COLLECTION | $2,100 | |
| HARVARD UNIVERSITY | ||||||||
| 1350 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $7,500 | |
| HUBBARD STREET DANCE CHICAGO | ||||||||
| 1147 WEST JACKSON BOULEVARD | CHICAGO | IL | 60607 | N/A | PC | ART DONATION - JUDITH ROTH COLLECTION | $7,800 | |
| ILLINOIS STATE UNIVERSITY | ||||||||
| 100 NORTH UNIVERSITY STREET | NORMAL | IL | 61761 | N/A | PC | ART DONATION - JUDITH ROTH COLLECTION | $3,200 | |
| IOWA STATE UNIVERSITY | ||||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| JACK S BLANTON MUSEUM OF ART | ||||||||
| 200 EAST MARTIN LUTHER KING | AUSTIN | TX | 78712 | N/A | PC | ART DONATION - STELLA WAITZKIN CENTENNIAL | $18,800 | BOULEVARD |
| JOHN JAY COLLEGE OF CRIMINAL JUSTICE | ||||||||
| 524 WEST 59TH STREET | NEW YORK | NY | 10019 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $7,820 | |
| 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 - ALVA GENE DEXHEIMER | $3,000 | |
| 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 | WORKING TITLE: GOOD ROAD TO FOLLOW COMMUNITY DAY | $2,500 | |
| JOHN MICHAEL KOHLER ARTS CENTER | ||||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | ART DONATION - JAMES TELLEN NATIVITY | $4,650 | |
| LAKELAND UNIVERSITY | ||||||||
| W3718 SOUTH DRIVE | PLYMOUTH | WI | 53073 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| LAKESHORE PRODUCTIONS INC | ||||||||
| 675 WOLF RD | RANDOM LAKE | WI | 53075 | N/A | PC | NON PROFIT COMMUNITY THEATRE | $2,500 | |
| LAWRENCE UNIVERSITY | ||||||||
| 711 EAST BOLDT WAY | APPLETON | WI | 54911 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $17,500 | |
| LAWTON GALLERY OF UW-GREEN BAY | ||||||||
| 2420 NICOLET DRIVE | GREEN BAY | WI | 54311 | N/A | PC | ART DONATION - JUDITH ROTH COLLECTION | $6,300 | |
| LAWTON GALLERY OF UW-GREEN BAY | ||||||||
| 2420 NICOLET DRIVE | GREEN BAY | WI | 54311 | N/A | PC | ART DONATION - JOHN COLT COLLECTION | $10,200 | |
| LIBERTY UNIVERSITY | ||||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24515 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| LOYOLA UNIVERSITY CHICAGO | ||||||||
| 6339 N SHERIDAN RD | CHICAGO | IL | 60660 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $13,125 | |
| LOYOLA UNIVERSITY | ||||||||
| 1032 W SHERIDAN ROAD | CHICAGO | IL | 60660 | N/A | PC | ART DONATION - JUDITH ROTH COLLECTION | $550 | |
| LUTHER COLLEGE | ||||||||
| 700 COLLEGE DRIVE | DECORAH | IA | 52101 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $4,000 | |
| LUXEMBOURG AMERICAN CULTURAL SOCIETY INC | ||||||||
| 100 PETER THEIN AVE | BELGIUM | WI | 53004 | N/A | PC | LUXEMBOURG AMERICAN JOURNEY: A HISTORY MAPPING PROJECT | $1,000 | |
| MARIAN UNIVERSITY | ||||||||
| 45 SOUTH NATIONAL AVENUE | FOND DU LAC | WI | 54935 | N/A | PC | ART DONATION - JOHN COLT COLLECTION | $46,950 | |
| MARIAN UNIVERSITY | ||||||||
| 45 SOUTH NATIONAL AVENUE | FOND DU LAC | WI | 54935 | N/A | PC | ART DONATION - BARBARA MANGER | $12,400 | |
| MARIAN UNIVERSITY | ||||||||
| 45 SOUTH NATIONAL AVENUE | FOND DU LAC | WI | 54935 | N/A | PC | ART DONATION - GEORG VIHOS | $3,600 | |
| MARIAN UNIVERSITY | ||||||||
| 45 SOUTH NATIONAL AVENUE | FOND DU LAC | WI | 54935 | N/A | PC | ART DONATION - JUDITH ROTH COLLECTION | $243,530 | |
| MARIAN UNIVERSITY | ||||||||
| 45 SOUTH NATIONAL AVENUE | FOND DU LAC | WI | 54935 | N/A | PC | ART DONATION - SALLY DUBACK MOSAIC AND PAINTINGS | $51,525 | |
| MARQUETTE UNIVERSITY | ||||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| MATHIAS ART GALLERY OF UW- MILWAUKEE | ||||||||
| 3203 NORTH DOWNER AVE | MILWAUKEE | WI | 53211 | N/A | PC | ART DONATION - JOHN COLT COLLECTION | $6,200 | |
| MILLER ART MUSEUM | ||||||||
| 107 SOUTH 4TH AVENUE | STURGEON BAY | WI | 54235 | N/A | PC | ART DONATION - JUDITH ROTH COLLECTION | $33,715 | |
| MILWAUKEE INSTITUTE OF ART & DESIGN | ||||||||
| 273 E ERIE ST | MILWAUKEE | WI | 53202 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $8,000 | |
| MILWAUKEE INSTITUTE OF ART AND DESIGN | ||||||||
| 273 E ERIE ST | MILWAUKEE | WI | 53202 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| MT HOLYOKE COLLEGE | ||||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| MUSEUM OF ARTS & DESIGN NY | ||||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | N/A | PC | ART DONATION - DORIAN ZACHAI | $222,800 | |
| MUSEUM OF WISCONSIN ART | ||||||||
| 205 VETERANS AVENUE | WEST BEND | WI | 53012 | N/A | PC | WINTER WEEK 2020 | $1,500 | |
| MUSKEGON MUSEUM OF ART | ||||||||
| 296 WEBSTER AVENUE | MUSKEGON | WI | 49440 | N/A | PC | ART DONATION - JOHN COLT COLLECTION | $3,300 | |
| 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 | STORIES OF THE LAND | $1,500 | |
| NORTHWEST PASSAGE LTD | ||||||||
| 7417 N BASS LAKE RD | WEBSTER | WI | 54893 | N/A | PC | IN A NEW LIGHT: ARTIST IN RESIDENCE | $1,500 | |
| NORTHWESTERN UNIVERSITY - ORANGE CITY IA | ||||||||
| 101 7TH ST SW | ORANGE CITY | IA | 51041 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| PO BOX 3060 | EVANSTON | IL | 60204 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $3,890 | |
| NOTRE DAME | ||||||||
| 115 MAIN BUILDING | NOTRE DAME | IN | 46556 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $7,500 | |
| NOURISH FARMS INC | ||||||||
| 100 ALFRED MILEY AVE | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | EDUCATIONAL ACTIVITY KITS | $2,500 | |
| OPERA FOR THE YOUNG INC | ||||||||
| 6441 ENTERPRISE LN STE 207 | MADISON | WI | 53719 | N/A | PC | OPERA FOR THE YOUNGS HANSEL AND GRETEL IN SHEBOYGAN SCHOOLS | $1,500 | |
| ORLANDO MUSEUM OF ART | ||||||||
| 2416 NORTH MILLS AVENUE | ORLANDO | FL | 32803 | N/A | PC | ART DONATION - STELLA WAITZKIN CENTENNIAL | $12,500 | |
| PARTNERS FOR COMMUNITY DEVELOPMENT INC | ||||||||
| 1407 S 13TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | PARTNERS FOR COMMUNITY SERVICES | $1,000 | |
| PECATONICA EDUCATIONAL CHARITABLE FOUNDATION INC | ||||||||
| 7087 STATE ROAD 39 | HOLLANDALE | WI | 53544 | N/A | PC | GRANDVIEW WINTER ACADEMY 2020 | $2,500 | |
| PECATONICA EDUCATIONAL CHARITABLE FOUNDATION INC | ||||||||
| 7351 STATE ROAD 39 | HOLLANDALE | WI | 53544 | N/A | PC | GRANDVIEW SUMMER ACADEMY | $2,500 | |
| PEORIA ARTS GUILD | ||||||||
| 203 HARRISON STREET | PEORIA | IL | 60602 | N/A | PC | ART DONATION - JUDITH ROTH COLLECTION | $82,150 | |
| PLYMOUTH ART FOUNDATION INC | ||||||||
| 520 EAST MILL STREET | PLYMOUTH | WI | 53073 | N/A | PC | PLYMOUTH ART CENTER GALLERY ENHANCEMENT PROJECT | $2,000 | |
| PORT WASHINGTON SAUKVILLE ARTS COUNCIL | ||||||||
| 211 N FRANKLIN STREET | PORT WASHINGTON | WI | 53074 | N/A | PC | PAPERMAKING AT STUDIO 224 | $1,000 | |
| PORTLAND ART MUSEUM | ||||||||
| 7 CONGRESS STREET | PORTLAND | ME | 04101 | N/A | PC | ART DONATION - STELLA WAITZKIN CENTENNIAL | $14,000 | |
| PRINCETON UNIVERSITY | ||||||||
| PO BOX 591 | PRINCETON | NJ | 08542 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | |
| PRINCETON UNIVERSITY | ||||||||
| PRINCETON UNIVERSITY | PRINCETON | NJ | 08544 | N/A | PC | ART DONATION - KAREN FITZGERALD TONDOS AND PORTFOLIOS | $3,975 | |
| RACINE ART MUSEUM | ||||||||
| 441 MAIN STREET | RACINE | WI | 53403 | N/A | PC | ART DONATION - DAVID HARPER 2020 | $81,000 | |
| RACINE ART MUSEUM | ||||||||
| 441 MAIN STREET | RACINE | WI | 53403 | N/A | PC | ART DONATION - DAVID BECK | $249,300 | |
| RACINE ART MUSEUM | ||||||||
| 441 MAIN STREET | RACINE | WI | 53403 | N/A | PC | ART DONATION - JUDITH ROTH COLLECTION | $36,100 | |
| RAHR WEST ART MUSEUM | ||||||||
| 610 NORTH 8TH STREET | MANITOWOC | WI | 54220 | N/A | PC | ART DONATION - JUDITH ROTH COLLECTION | $11,150 | |
| RAHR WEST ART MUSEUM | ||||||||
| 610 NORTH 8TH STREET | MANITOWOC | WI | 54220 | N/A | PC | ART DONATION - KAREN FITZGERALD TONDOS AND PORTFOLIOS | $4,000 | |
| RCS EMPOWERS | ||||||||
| 1607 GEELE AVENUE | SHEBOYGAN | WI | 53083 | N/A | PC | ANNUAL RCS EMPOWERS PLAY IN 2020 "SHREK JR" | $2,700 | |
| RHODE ISLAND SCHOOL OF DESIGN | ||||||||
| 20 WASHINGTON PLACE | PROVIDENCE | RI | 02903 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $8,750 | |
| RIPON COLLEGE | ||||||||
| 300 WEST SEWARD STEET | RIPON | WI | 54971 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| SCHOOL DISTRICT OF HOWARDS GROVE | ||||||||
| 506 KENNEDY AVE | HOWARDS GROVE | WI | 53083 | N/A | PC | DIY TIGER DEN STEAM INITIATIVE | $1,000 | |
| SCHOOL DISTRICT OF RIB LAKE | ||||||||
| 1200 NORTH ST | RIB LAKE | WI | 54470 | N/A | PC | HIGH SCHOOL KILN | $4,000 | |
| SHAKE RAG ALLEY INC | ||||||||
| 18 SHAKE RAG ST | MINERAL POINT | WI | 53565 | N/A | PC | SHAKE RAG ALLEY ARTS AND CRAFTS SAMPLER | $2,000 | |
| SHEBOYGAN AREA SCHOOL DISTRICT | ||||||||
| 830 VIRGINIA AVE | SHEBOYGAN | WI | 53081 | N/A | PC | ELEMENTARY MUSIC SOUND SYSTEM | $2,000 | |
| SHEBOYGAN COUNTY HISTORICAL RESEARCH CENTER | ||||||||
| 518 WATER STREET | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | 2021 HISTORY SYMPOSIUM | $3,000 | |
| SHEBOYGAN COUNTY HISTORICAL RESEARCH CENTER | ||||||||
| 518 WATER STREET | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | ANNUAL HISTORY SYMPOSIUM | $3,000 | |
| SHEBOYGAN COUNTY INTERFAITH ORGANIZATION | ||||||||
| 1251 GEELE AVENUE | SHEBOYGAN | WI | 53083 | N/A | PC | BRIDGEWAY ARTS & WELLNESS ENRICHMENT | $3,000 | |
| SHEBOYGAN NORTH HIGH SCHOOL | ||||||||
| 2926 N 10TH STREET | SHEBOYGAN | WI | 53083 | N/A | PC | ART EMPOWERS ALL: A SPRINGBOARD INTO COLLABORATION, COLLEGE, AND CAREER READINESS | $2,000 | |
| SHEBOYGAN NORTH HIGH SCHOOL | ||||||||
| 2926 N 10TH STREET | SHEBOYGAN | WI | 53083 | N/A | PC | ART EMPOWERS ALL: A SPRINGBOARD INTO COLLABORATION, COLLEGE, AND CAREER READINESS | $2,000 | |
| SHEBOYGAN SYMPHONY ORCHESTRA | ||||||||
| 830 N 8TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | STUDENT INSTRUMENT NEEDS | $2,500 | |
| ST LOUIS UNIVERSITY | ||||||||
| 1 GRAND BLVD | ST LOUIS | MO | 63103 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| ST NORBERT COLLEGE | ||||||||
| 100 GRANT STREET | DEPERE | WI | 45115 | N/A | PC | ART DONATION - TED CZEBOTAR | $16,500 | |
| ST NORBERT COLLEGE | ||||||||
| 100 GRANT STREET | DEPERE | WI | 45115 | N/A | PC | ART DONATION - JOHN COLT COLLECTION | $24,375 | |
| ST NORBERT COLLEGE | ||||||||
| 100 GRANT STREET | DEPERE | WI | 54115 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| STANFORD UNIVERSITY | ||||||||
| 355 GALVEZ STREET | STANFORD | CA | 94305 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $20,000 | |
| SYRACUSE UNIVERSITY ART MUSEUM | ||||||||
| SHAFFER ART BUILDING | SYRACUSE | NY | 13244 | N/A | PC | ART DONATION - STELLA WAITZKIN CENTENNIAL | $13,500 | |
| THE ART GALLERY OF UNIVERSITY OF MAINE-MACHIAS | ||||||||
| 116 OBRIEND AVENUE | MACHIAS | ME | 04654 | N/A | PC | ART DONATION - STELLA WAITZKIN CENTENNIAL | $30,500 | |
| THE BLOCK MUSEUM OF ART OF NORTHWESTERN UNIVERSITY | ||||||||
| 40 ARTS CIRCLE DRIVE | EVANSTON | IL | 60208 | N/A | PC | ART DONATION - JUDITH ROTH COLLECTION | $600 | |
| THE COLUMBUS MUSEUM OF ART | ||||||||
| 1251 WYNN ROAD | COLUMBUS | GA | 31906 | N/A | PC | ART DONATION - STELLA WAITZKIN CENTENNIAL | $14,500 | |
| THE ETUDE GROUP | ||||||||
| 834 VIRGINIA AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | MAKER BREAK PROGRAM | $2,500 | |
| THE WAREHOUSE INC | ||||||||
| 107 S RAILAOAD STREET | EAGLE RIVER | WI | 54521 | N/A | PC | THE ART OF BREATHING | $1,000 | |
| TWO RIVERS HISTORICAL SOCIETY - HAMILTON WOOD TYPE & PRINTING MUSEUM | ||||||||
| 1816 10TH STREET | TWO RIVERS | WI | 54241 | N/A | PC | WAYZGOOSE CONFERENCE 2020 TECHNOLOGY SUPPORT | $3,100 | |
| UNIVERSITY OF ARIZONA | ||||||||
| 1401 E UNIVERSITY BLVD | TUSCON | AZ | 85721 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||
| 110 SPROUL HALL 5800 | BERKELEY | CA | 94720 | N/A | PC | ART DONATION - KAREN FITZGERALD TONDOS AND PORTFOLIOS | $3,975 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 1115 E 58TH STREET | CHICAGO | IL | 60637 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $6,250 | |
| UNIVERSITY OF DENVER | ||||||||
| 2197 S UNIVERSITY BLVD | DENVER | CO | 80210 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF MICHIGAN - SCHOOL OF MUSIC | ||||||||
| 515 E JEFFERSON ST | ANN ARBOR | MI | 48109 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF MINNESOTA - TWIN CITIES | ||||||||
| 106 PLEASANT STREET SE | MINNEAPOLIS | MN | 55455 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $15,000 | |
| UNIVERSITY OF NEBRASKA | ||||||||
| 130 POUND HALL | LINCOLN | NE | 68588 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS | ||||||||
| 1533 S MAIN ST | WINSTONSALEM | NC | 27127 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $4,375 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 115 MAIN BUILDING | NOTRE DAME | IN | 46556 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF OKLAHOMA | ||||||||
| 1000 ASP AVE | NORMAN | OK | 73019 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $36,042 | |
| UNIVERSITY OF ST THOMAS | ||||||||
| 2115 SUMMIT AVE | ST PAUL | MN | 55105 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400204 | CHARLOTEVILLE | VA | 22904 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| UNIVERSITY OF WISCONSIN - MADISON | ||||||||
| 780 REGENT ST STE | MADISON | WI | 53715 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $81,917 | |
| UNIVERSITY OF WISCONSIN - MILWAUKEE | ||||||||
| PO BOX 500 | MILWAUKEE | WI | 53201 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $12,362 | |
| UNIVERSITY OF WISCONSIN - STOUT | ||||||||
| 712 SOUTH BROADWAY ST | MENOMINEE | WI | 54751 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF WISCONSIN ART EXCHANGE | ||||||||
| 500 LINCOLN DRIVE | MADISON | WI | 53706 | N/A | PC | ART DONATION - KAREN FITZGERALD TONDOS AND PORTFOLIOS | $49,920 | |
| UNIVERSITY OF WISCONSIN PLATTEVILLE FOUNDATION | ||||||||
| 1 UNIVERSITY PLAZA | PLATTEVILLE | WI | 53818 | N/A | PC | ART DONATION - SALLY DUBACK MOSAIC AND PAINTINGS | $46,900 | |
| UNIVERSTIY OF WISCONSIN - MILWAUKEE LIBRARIES | ||||||||
| 2311 EAST HARTFORD AVE | MILWAUKEE | WI | 53211 | N/A | PC | ART DONATION - KAREN FITZGERALD TONDOS AND PORTFOLIOS | $3,975 | |
| UW-MADISON - GRADUATE SCHOOL | ||||||||
| 500 LINCOLN DRIVE | MADISON | WI | 53706 | N/A | PC | FELLOWSHIP | $15,000 | |
| UW-MADISON - KOHLER ART LIBRARY | ||||||||
| 800 UNIVERSITY AVENUE | MADISON | WI | 53706 | N/A | PC | FUNDING FOR BOOKS ON MINORITY ART AND ARTISTS | $2,000 | |
| UW-MADISON | ||||||||
| 800 UNIVERSITY AVENUE | MADISON | WI | 53706 | N/A | PC | KFI FELLOWSHIP | $25,000 | |
| VALPARAISO UNIVERSITY | ||||||||
| 1700 CHAPEL DRIVE | VALPARAISO | IN | 46383 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| VISIT SHEBOYGAN STEAM INC | ||||||||
| 826 S 8TH STREET SUITE 2 | SHEBOYGAN | WI | 53081 | N/A | PC | VISIT SHEBOYGAN STEAM: COLLABORATIVE CLASSROOM FURNITURE AND EQUIPTMENT | $5,000 | |
| VITERBO UNIVERSITY | ||||||||
| 900 VITERBO DRIVE | LACROSSE | WI | 54601 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| VOCES DE LA FRONTERA | ||||||||
| 1027 S 5TH ST | MILWAUKEE | WI | 53204 | N/A | PC | TU VOZ ES PODER | $1,000 | |
| WADE HOUSE HISTORIC SITE | ||||||||
| W7965 STATE HIGHWAY 23 | GREENBUSH | WI | 53026 | N/A | PC | HORSE TRANSPORTATION | $7,000 | |
| WADE HOUSE HISTORIC SITE | ||||||||
| W7965 STATE HWY 23 | GREENBUSH | WI | 53026 | N/A | PC | SOUNDS FROM THE PAST: ADDING MUSIC TO SPECIAL EVENTS AT WADE HOUSE | $2,400 | |
| WAGNER COLLEGE | ||||||||
| ONE CAMPUS ROAD | STATEN ISLAND | NY | 10301 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| WAKE FOREST | ||||||||
| PO BOX 7246 | WINSTONSALEM | NC | 27109 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| WASHINGTON UNIVERSITY IN ST LOUIS | ||||||||
| ONE BROOKINGS DRIVE | ST LOUIS | MO | 63130 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| WEILL CENTER FOUNDATION INC | ||||||||
| 826 N 8TH ST | SHEBOYGAN | WI | 53081 | N/A | PC | BILL BLAGG - THE SCIENCE OF MAGIC | $5,000 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $7,500 | |
| WHEATON COLLEGE OF ARTS AND SCIENCE | ||||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| WHEATON COLLEGE | ||||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| WISCONSIN MUSEUM OF QUILTS & FIBER ARTS INC | ||||||||
| N50 W5050 PORTLAND ROAD | CEDARBURG | WI | 53012 | N/A | PC | FRIDAY VIRTUAL LUNCHTIME CHATS | $750 | |
| ZILLMAN ART MUSEUM AT UNIVERSITY OF MAINE | ||||||||
| 40 HARLOW STREET | BANGOR | ME | 04401 | N/A | PC | ART DONATION - STELLA WAITZKIN CENTENNIAL | $37,950 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,377,044 | 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 | $963 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,570,119 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$416,662 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|
| MISCELLANEOUS INCOME | $94,465 | 01 |
| RECOVERIES OF AMOUNTS TREATED AS DISTRIBUTIONS | $5,456 | 01 |
| RETURN OF GRANT | $1,000 | 01 |
| MISCELLANEOUS INCOME | $437 | 01 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $101,358 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,154,420 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,255,778 | TotalIncomeProducingActyAmt |
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 | $13,278 | Amt |
| Net Investment Income | $6,639 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,639 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| KOHLER STOCK SERIES A | $0 | $234,997,020 |
| KOHLER STOCK SERIES B | $0 | $7,269,120 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DBX ETF TR X-TRACKERS MSCI EAFE | FMV | $2,838,893 | $2,838,893 |
| FIDELITY CASH RESERVES | FMV | $124,435 | $124,435 |
| FIDELITY EMERGING MKTS INDX INSTL PREM | FMV | $6,642,522 | $6,642,522 |
| FRANKLIN TEMPLETON ETF TR FTSE JAPAN | FMV | $1,131,529 | $1,131,529 |
| INVESCO EQUALLY WEIGHTED S&P 500 R6 | FMV | $8,905,884 | $8,905,884 |
| ISHARES TR MSCI AC ASIA ETF | FMV | $6,073,661 | $6,073,661 |
| ISHARES TRUST CORE MSCI EAFE ETF | FMV | $3,302,092 | $3,302,092 |
| VANGUARD INSTL INDEX INSTL CLASS PLUS | FMV | $10,860,585 | $10,860,585 |
| VANGUARD SMALL CAP INDEX INSTL PLUS | FMV | $4,385,596 | $4,385,596 |
| VANGUARD TOTAL INTNL STOCK INDEX INST PLUS | FMV | $3,974,413 | $3,974,413 |
| VANGUARD TOTAL STOCK MARKET INSTL PLUS | FMV | $12,048,623 | $12,048,623 |
| ISHARES EDGE MSCI MULTIFACTOR | FMV | $3,170,375 | $3,170,375 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $480 | LegalFeesAmt |
| Net Investment Income | $240 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $240 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EQUIPMENT EXPENSE | $1,482 | $0 | $1,482 |
| INSURANCE - GENERAL | $15,446 | $0 | $15,446 |
| INVESTMENT MANAGEMENT FEES | $90,546 | $90,546 | $0 |
| MAINT & GROUNDS - WAELDERHAUS | $18,016 | $0 | $18,016 |
| MEMBERSHIP ADMINISTRATION | $4,484 | $0 | $4,484 |
| MISCELLANEOUS EXPENSES | $13,692 | $0 | $13,692 |
| POSTAGE | $1,928 | $0 | $1,928 |
| PRESERVATION ADMINISTRATIVE EXPENSES | $112,769 | $0 | $112,769 |
| PRESERVATION EXPENSES | $3,496,499 | $0 | $3,496,499 |
| REPAIR | $58,731 | $0 | $58,731 |
| SCHOLARSHIP EXPENSE | $1,460 | $0 | $1,460 |
| SERVICE FEES | $9,368 | $0 | $9,368 |
| SUPPLIES | $9,547 | $0 | $9,547 |
| UTILITIES | $22,916 | $0 | $22,916 |
| WAREHOUSE | $46,986 | $0 | $46,986 |
| DGS CULTURAL PROGRAMS | $156,316 | $0 | $156,316 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $94,465 | $94,465 | |
| RECOVERIES OF AMOUNTS TREATED AS DISTRIBUTIONS | $5,456 | $5,456 | |
| RETURN OF GRANT | $1,000 | $1,000 | |
| MISCELLANEOUS INCOME | $437 | $437 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $8,547,138 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $517 | BOYBookValueAmt |
| EOY Book Value | $254 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | APPRAISAL FEES | CategoryTxt |
| Amt | $30,630 | Amt |
| Net Investment Income | $30,630 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $40,572 | $0 | $40,572 |
| EXCISE TAXES | $42,895 | $0 | $42,895 |