KOHLER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KOHLER FOUNDATION INC (EIN 39-0810536)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349104072
- Schema version
- 2024v5.2
- 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
- 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 | 2025-11-14T14:57:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N WATER ST SUITE 2000 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | MATT KAUTZER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9204581972 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY MARINE | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $413,670,410 | 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 | $5,450 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,450 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,838,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,838,899 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,240,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,147,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,240,376 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $217,557 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $437 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,302,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,085,162 | 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 | $659,574 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $659,574 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $237,958 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $237,958 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,714 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,857 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,857 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $460,571 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $459,321 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,294,876 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $27,415 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $27,415 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,014 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,014 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,313,560 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,313,560 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,034,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $468,178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,271,628 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,466,527 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,768,388 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,501,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $468,178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,040,016 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,801,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,616,984 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,926 | CashBOYAmt |
| Cash EOY | $10,341 | CashEOYAmt |
| Cash EOYFMV | $10,341 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $259,002 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,291 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,291 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $371,217,190 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $413,639,778 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $413,639,778 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $371,490,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $413,670,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $413,670,410 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $603 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,690 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $603 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,690 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $371,489,515 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $413,667,720 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $371,489,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $413,667,720 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $371,490,118 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $413,670,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $371,489,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,801,073 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,377,132 | OtherIncreasesAmt |
| Subtotal | $413,667,720 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $413,667,720 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $15,147,455 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,907,079 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,240,376 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,240,376 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,240,376 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $175,376 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $175,376 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $175,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $175,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $93,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $268,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4,687 | EsPenaltyAmt |
| Overpayment | $87,937 | OverpaymentAmt |
| Applied To ES Tax | $87,937 | 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 | 0 | BusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CARLA ROSS | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATT KAUTZER | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | TREASURER | 1.00 | $0 | $0 | $0 |
| LAURA KOHLER | ||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| WANDA BINTZLER | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | ACCOUNTING MANAGER | 40.00 | $92,094 | $46,289 | $0 |
| LIESL RICE | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | SENIOR MANAGER OF AR | 40.00 | $87,622 | $34,273 | $0 |
| ANGELA RAMEY | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | PROGRAM MANAGER | 40.00 | $82,860 | $21,763 | $0 |
| LAURA ROENITZ | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | EXECUTIVE DIRECTOR | 40.00 | $76,563 | $17,828 | $0 |
| CARISSA KLEIN | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | ACCOUNTANT | 40.00 | $66,530 | $16,670 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HECK CAPITAL ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E ANDERSON STREET PO BOX 738 | AddressLine1Txt |
| City | RHINELANDER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $459,321 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $2,138,356 | Expenses1Amt |
| Description2 | KOHLER FOUNDATION PROVIDES FOR THE OPERATION OF THE WAELDERHAUS MUSEUM | Description2Txt |
| Expenses2 | $220,690 | Expenses2Amt |
| Description3 | KOHLER FOUNDATION PROVIDES FOR CULTURAL PROGRAMS INCLUDING PLAYS, BALLETS AND MUSICALS | Description3Txt |
| Expenses3 | $261,307 | 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 | $398,636,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $320,445 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $830,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $399,787,347 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $399,787,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,996,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $393,790,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,689,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,689,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $175,376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $175,376 | TotalTaxAmt |
| Distributable Before Adj | $19,514,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $9,925 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,524,076 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,524,076 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,040,016 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,040,016 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,524,076 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $49,440,583 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,440,583 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,040,016 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,040,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,484,060 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,484,060 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,956,523 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,956,523 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $36,956,523 | ExcessFromYear1Amt |
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 | 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 |
|---|---|---|---|---|---|---|---|
| 547 ARTS CENTER | |||||||
| 204 W WISCONSIN AVENUE | GREENSBURG | KS | 67054 | N/A | PC | MEEKER & ANDERSON COLLECTION | $39,625 |
| ABOVE & BEYOND CHILDREN'S MUSEUM | |||||||
| 902 N 8TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | DARE TO DREAM SUMMER CAMP | $7,500 |
| ADDISON GALLERY OF AM ART AT PHILLIPS ACADEMY | |||||||
| 3 CHAPEL AVENUE | ANDOVER | MA | 01810 | N/A | PC | BARBARA ROSSI COLLECTION | $5,050 |
| ADDISON GALLERY OF AM ART AT PHILLIPS ACADEMY | |||||||
| 7 CHAPEL AVENUE | ANDOVER | MA | 01810 | N/A | PC | STELLA WAITZKIN 2021 | $78,651 |
| AMERICAN PLAYERS THEATRE OF WISCONSIN INC | |||||||
| PO BOX 819 | SPRING GREEN | WI | 53588 | N/A | PC | AMERICAN PLAYERS THEATRE'S ARTS EDUCATION PROGRAMMING IN WISCONSIN SCHOOLS | $10,000 |
| ASCEND SERVICES INC | |||||||
| 2818 MEADOW LANE | MANITOWOC | WI | 54220 | N/A | PC | COLORS OF CONNECTION: EMPOWERING THROUGH ART | $3,000 |
| BELLADONNA FILM PROJECT INC | |||||||
| 4870 N TALMAN AVE | CHICAGO | WI | 60625 | N/A | PC | SHEBOYGAN FILM FESTIVAL | $10,000 |
| BELOIT COLLEGE | |||||||
| 700 COLLEGE STREET | BELOIT | WI | 53511 | N/A | PC | INDEPENDENT COLLEGE GRANT | $25,000 |
| BERKLEE COLLEGE OF MUSIC | |||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $10,000 |
| BIG BROTHERS BIG SISTERS WI SHORELINE | |||||||
| 632 N 8TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | MENTOR U PILOT | $6,000 |
| BLACK AMERICAN COMMUNITY OUTREACH | |||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $2,000 |
| BOARD OF REGENTS OF THE UNIVERSITIES OF WISCONSIN DBA UW-GREEN BAY | |||||||
| 2420 NICOLET DRIVE | GREEN BAY | WI | 54311 | N/A | PC | SOCIAL WORK & THE ARTS: A HANDS-ON LEARNING EXPERIENCE | $5,000 |
| BOOKWORM GARDENS | |||||||
| 1415 CAMPUS DR | SHEBOYGAN | WI | 53081 | N/A | PC | EDUCATION STATION POP UP PROGRAMMING | $6,000 |
| BOYS & GIRLS CLUBS OF SHEBOYGAN COUNTY | |||||||
| 2500 KOHLER MEMORIAL DRIVE | SHEBOYGAN | WI | 53081 | N/A | PC | SUMMER 2025 OUT OF SCHOOL TIME AND LEARNING LOSS PREVENTION THROUGH STEAM | $6,000 |
| BOYS & GIRLS CLUBS OF THE FOX VALLEY | |||||||
| 160 S BADGER AVE | APPLETON | WI | 54915 | N/A | PC | RESILIENCY STARTS HERE | $2,000 |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $5,000 |
| CALVIN UNIVERSITY | |||||||
| 3201 BURTON ST | GRAND RAPIDS | MI | 49546 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 |
| CARLSBAD MUSEUM | |||||||
| 418 WEST FOX STREET | CARLSBAD | NM | 88220 | N/A | PC | HO BARON SCULPTURES | $37,000 |
| CHAPMAN UNIVERSITY | |||||||
| 1 UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 |
| COLBY COLLEGE MUSEUM OF ART | |||||||
| 5600 MAYFLOWER HILL DR | WATERVILLE | ME | 04901 | N/A | PC | BARBARA ROSSI COLLECTION | $7,800 |
| COLUMBIA COLLEGE CHICAGO | |||||||
| 600 S MICHIGAN AVE | CHICAGO | IL | 60605 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $12,500 |
| CONCORDIA UNIVERSITY | |||||||
| 12800 N LAKE SHORE DRIVE | MEQUON | WI | 53097 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $28,750 |
| CORNELL UNIVERSITY | |||||||
| 260 DAY HALL | ITHACA | NY | 14853 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $26,250 |
| CREATE WISCONSIN | |||||||
| BOX 1054 | MADISON | WI | 53701 | N/A | PC | GROWING WISCONSIN CREATIVELY | $3,000 |
| DARE TO DREAM THEATRE INC | |||||||
| PO BOX 482 | SHEBOYGAN | WI | 53082 | N/A | PC | CLASSROOM CONNECTIONS | $5,000 |
| DORDT UNIVERSITY | |||||||
| 700 7TH STREET NE | SIOUX CENTER | IA | 51250 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 |
| DOWN SYNDROME ASSOCIATION OF WISCONSIN | |||||||
| 11709 W CLEVELAND AVE | WEST ALLIS | WI | 53227 | N/A | PC | TEEN HANG OUT CLUB | $3,000 |
| EASTERN ILLINOIS UNIVERSITY TARBLE ARTS CENTER | |||||||
| 2010 9TH ST | CHARLESTON | IL | 61920 | N/A | PC | BARBARA ROSSI COLLECTION | $12,550 |
| EDGEWOOD COLLEGE | |||||||
| 1000 EDGEWOOD COLLEGE DRIVE | MADISON | WI | 53711 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $18,750 |
| EDGEWOOD COLLEGE | |||||||
| 1000 EDGEWOOD COLLEGE DRIVE | MADISON | WI | 53711 | N/A | PC | BARBARA ROSSI COLLECTION | $5,350 |
| EDGEWOOD COLLEGE | |||||||
| 1000 EDGEWOOD COLLEGE DRIVE | MADISON | WI | 53711 | N/A | PC | STELLA WAITZKIN 2021 | $11,978 |
| EINSTEIN PROJECT | |||||||
| 2019 TECHNOLOGY WAY | GREEN BAY | WI | 54311 | N/A | PC | MOBILE MAKERSPACE PROGRAMMING FOR RURAL WISCONSIN COMMUNITIES | $5,000 |
| ETUDE ELEMENTARY | |||||||
| 3508 NORTH 21ST STREET | SHEBOYGAN | WI | 53083 | N/A | PC | DISCOVERING WISCONSIN'S PAST AND PRESENT | $2,000 |
| ETUDE SCHOOLS | |||||||
| 834 VIRGINIA AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | TED HAMM | $5,000 |
| FAIRFIELD UNIVERSITY ART MUSEUM | |||||||
| 200 BARLOW RD | FAIRFIELD | CT | 06824 | N/A | PC | BARBARA ROSSI COLLECTION | $3,000 |
| FAIRFIELD UNIVERSITY | |||||||
| 200 BARLOW RD | FAIRFIELD | CT | 06824 | N/A | PC | STELLA WAITZKIN 2021 | $47,151 |
| FAMILY CONNECTIONS | |||||||
| 2508 SOUTH 8TH ST | SHEBOYGAN | WI | 54302 | N/A | PC | CREATIVE PARENTING | $3,000 |
| FAMILY RESOURCE CENTER OF SHEBOYGAN COUNTY | |||||||
| 1500 DOUGLAS DRIVE SUITE B | PLYMOUTH | WI | 53073 | N/A | PC | BUILDING A THRIVING COMMUNITY THROUGH EDUCATION | $6,000 |
| FORT HAYES STATE UNIVERSITY | |||||||
| 600 PARK STREET | HAYS | KS | 67601 | N/A | PC | MEEKER & ANDERSON COLLECTION | $31,832 |
| FRIENDS OF LEDGE VIEW NATURE CENTER INC | |||||||
| W2348 SHORT ROAD | CHILTON | WI | 54843 | N/A | PC | GUEST SPEAKER SERIES | $2,500 |
| GERBERHART ARCHIVES | |||||||
| 6500 N CLARK STREET | CHICAGO | IL | 60626 | N/A | PC | JOHN SCHACHT | $51,700 |
| GERMANTOWN COMMUNITY COALITION | |||||||
| W215N10115 HICKORY DR | COLGATE | WI | 53017 | N/A | PC | MAMA BEARS FILM SCREENING AND COMMUNITY PANEL | $500 |
| GIRL SCOUTS OF MANITOU COUNCIL | |||||||
| 5212 WINDWARD CT | SHEBOYGAN | WI | 53083 | N/A | PC | ROBOTICS REVOLUTION PROGRAM | $7,500 |
| GRAND CANYON UNIVERSITY | |||||||
| PO BOX 11590 | PHOENIX | AZ | 85061 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 |
| GUSTAVUS ADOLPHUS COLLEGE | |||||||
| 800 W COLLEGE AVE | SAINT PETER | MN | 56082 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $17,500 |
| HAMILTON WOOD TYPE & PRINTING MUSEUM | |||||||
| 1816 10TH STREET | TWO RIVERS | WI | 54241 | N/A | PC | BIWOC RESIDENCY | $5,000 |
| HIGH MUSEUM OF ART | |||||||
| 1280 PEACHTREE ROAD NE | ATLANTA | GA | 30309 | N/A | PC | STELLA WAITZKIN 2021 | $30,956 |
| HIGH MUSEUM OF ART | |||||||
| 1280 PEACHTREE ROAD NE | ATLANTA | GA | 30309 | N/A | PC | DR. CHARLES SMITH - HAMMOND COLLECTION | $17,217 |
| HISTORIC INDIAN AGENCY HOUSE ASSOCIATION INC | |||||||
| 1490 AGENCY HOUSE RD | PORTAGE | WI | 53901 | N/A | PC | HEARTH AND HOME: EVOKING INSIGHTS IN THE EVERYDAY | $5,640 |
| HMONG MUTUAL ASSISTANCE ASSOCIATION | |||||||
| 2304 SUPERIOR AVE | SHEBOYGAN | WI | 53081 | N/A | PC | FALL ACTIVATION 2024 | $6,500 |
| HOOD MUSEUM OF ART AT DARTMOUTH UNIVERSITY | |||||||
| 6 EAST WHEELOCK STREET | HANOVER | NH | 03755 | N/A | PC | STELLA WAITZKIN CENTENNIAL | $5,500 |
| HOOD MUSEUM OF ART AT DARTMOUTH UNIVERSITY | |||||||
| 6 EAST WHEELOCK STREET | HANOVER | NH | 03755 | N/A | PC | STELLA WAITZKIN 2021 | $3,938 |
| ILLINOIS STATE MUSEUM | |||||||
| 502 S SPRING STREET | SPRINGFIELD | IL | 62706 | N/A | PC | PHYLLIS BRAMSON | $33,000 |
| ILLINOIS STATE UNIVERSITY | |||||||
| CAMPUS BOX 2320 | NORMAL | IL | 61790 | N/A | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | STELLA WAITZKIN 2021 | $50,275 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | DR. CHARLES SMITH - HAMMOND COLLECTION | $280,968 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | BARBARA ROSSI COLLECTION | $16,000 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | JUANITA LEONARD COLLECTION | $158,773 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | THOMAS KONG | $249,479 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | PHYLLIS BRAMSON | $42,000 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | ESTELLE GINSBURG COLLECTION | $46,510 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | ROMANO GABRIEL COLLECTION | $48,500 |
| 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 | KFI FELLOWSHIP | $10,000 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | K-12 SCHOOL TOURS AND EXAIR (EXHIBITION ARTISTS-IN-RESIDENCE) | $10,000 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | ANNIE HOOPER SCULPTURES | $715 |
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | 2024 CONFERENCE | $50,000 |
| KENYON COLLEGE | |||||||
| 105 COLLEGE PARK STREET | GAMBIER | OH | 43022 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $10,000 |
| KIEL AREA YOUTH THEATRE | |||||||
| PO BOX 194 | KIEL | WI | 53042 | N/A | PC | 2025 SUMMER SHOW | $5,000 |
| KNOXVILLE MUSEUM OF ART | |||||||
| 1050 WORLDS FAIR PARK DRIVE | KNOXVILLE | TN | 37916 | N/A | PC | STELLA WAITZKIN 2021 | $40,195 |
| LAKELAND UNIVERSITY | |||||||
| 529 ONTARIO AVE | SHEBOYGAN | WI | 53081 | N/A | PC | STEPHANIE HOSKINS | $5,000 |
| LAKESHORE TECHNICAL COLLEGE | |||||||
| 1290 NORTH AVENUE | CLEVELAND | WI | 53015 | N/A | PC | SCHOLARSHIPS | $250,000 |
| LIBERTY UNIVERSITY | |||||||
| PO BOX 10425 | LYNCHBURG | VA | 24515 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $13,750 |
| MARANTHA BAPTIST UNIVERSITY | |||||||
| 745 W MAIN STREET | WATERTOWN | WI | 53094 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $2,500 |
| MARQUETTE UNIVERSITY | |||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $18,750 |
| MARTHA'S VINEYARD MUSEUM | |||||||
| 151 LAGOON POND ROAD | VINEYARD HAVEN | MA | 02568 | N/A | PC | STELLA WAITZKIN 2021 | $32,956 |
| MASSACHUSSETS INSTITUTE OF TECHNOLO | |||||||
| 77 MASSECHESSETS AVE | CAMBRIDGE | MA | 02139 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $25,000 |
| MEAD PUBLIC LIBRARY FOUNDATION | |||||||
| 710 N 8TH ST | SHEBOYGAN | WI | 53081 | N/A | PC | READY, SET, PREK! PRESCHOOL READINESS TOOLKIT | $7,500 |
| MENTAL HEALTH AMERICA LAKESHORE | |||||||
| 410 S MILWAUKEE ST | PLYMOUTH | WI | 53073 | N/A | PC | RESILIENT CLASSROOM PROJECT | $3,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| 547 E CIRCLE DRIVE | EAST LANSING | MI | 48824 | N/A | PC | HEIDI LASHER-OAKES COLLECTION | $45,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| 547 E CIRCLE DRIVE | EAST LANSING | MI | 48824 | N/A | PC | GLEN C DAVIES ART COLLECTION | $11,000 |
| MICHIGAN TECHNOLOGICAL UNIVERSITY | |||||||
| 1400 TOWNSEND DRIVE | HOUGHTON | MI | 49931 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $3,125 |
| MIDDLE TENNESSEE STATE UNIVERSITY | |||||||
| 1301 E MAIN ST | MURFREESBORO | TN | 37137 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $5,000 |
| MILLER ART MUSEUM | |||||||
| 107 S 4TH AVE | STURGEON BAY | WI | 54235 | N/A | PC | ART THRALL COLLECTION | $2,475 |
| MILLER ART MUSEUM | |||||||
| 107 S 4TH AVE | STURGEON BAY | WI | 54235 | N/A | PC | JOHN COLT PAINTINGS AND DRAWINGS | $4,975 |
| MILLER ART MUSEUM | |||||||
| 107 S 4TH AVE | STURGEON BAY | WI | 54235 | N/A | PC | ROLAND FREEMAN PHOTOGRAPHY & FOLK ART COLLECTION | $1,790 |
| MILLER ART MUSEUM | |||||||
| 107 S 4TH AVE | STURGEON BAY | WI | 54235 | N/A | PC | JANICE LOWRY | $30,800 |
| MILLER ART MUSEUM | |||||||
| 107 S 4TH AVE | STURGEON BAY | WI | 54235 | N/A | PC | WRAP ART COLLECTION (WISCONSIN RURAL ART PROGRAM) | $2,000 |
| MILLER ART MUSEUM | |||||||
| 107 S 4TH AVE | STURGEON BAY | WI | 54235 | N/A | PC | BARBARA ROSSI COLLECTION | $33,750 |
| MILWAUKEE AREA TECHNICAL COLLEGE | |||||||
| 700 WEST STATE STREET | MILWAUKEE | WI | 53233 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $3,125 |
| MILWAUKEE INSTITUTE OF ART DESIGN | |||||||
| 273 E ERIE ST | MILWAUKEE | WI | 53202 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $43,559 |
| MULVANE ART MUSEUM AT WASHBURN UNIVERSITY | |||||||
| 1700 SW JEWELL AVE | TOPEKA | KS | 66621 | N/A | PC | STELLA WAITZKIN 2021 | $163,016 |
| MULVANE ART MUSEUM AT WASHBURN UNIVERSITY | |||||||
| 1700 SW JEWELL AVE | TOPEKA | KS | 66621 | N/A | PC | MEEKER & ANDERSON COLLECTION | $15,790 |
| MUSEUM OF WISCONSIN ART | |||||||
| 205 VETERANS AVENUE | WEST BEND | WI | 53095 | N/A | PC | SPRING BREAK WEEK | $4,000 |
| NORTHERN ILLINOIS UNIVERSITY ART MUSEUM | |||||||
| COLLEGE AVE | DEKALB | IL | 60115 | N/A | PC | BARBARA ROSSI COLLECTION | $22,300 |
| OHIO STATE UNIVERSITY | |||||||
| PO BOX 183248 | COLUMBUS | OH | 43218 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $10,000 |
| OPERA FOR THE YOUNG | |||||||
| 6441 ENTERPRISE LN STE 207 | MADISON | WI | 53719 | N/A | PC | THE MAGIC FLUTE IN SHEBOYGAN COUNTY SCHOOLS | $1,500 |
| PECATONICA EDUCATIONAL CHARITABLE FOUNDATION INC | |||||||
| PO BOX 95 | HOLLANDALE | WI | 53544 | N/A | PC | NICK & KATHERINE ENGELBERT MOSAIC KIOSK & SIDEWALK | $4,000 |
| PENINSULA SCHOOL OF ART | |||||||
| PO BOX 304 | FISH CREEK | WI | 54212 | N/A | PC | CONNECTING THE DOTS: ART ACCESS FOR CHILDREN AND FAMILIES | $5,000 |
| PINE HAVEN CHRISTIAN COMMUNITIES | |||||||
| 531 GIDDINGS AVE | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | PINE HAVEN'S MUSIC & MEMORY PROGRAM | $3,500 |
| PLYMOUTH ART FOUNDATION INC | |||||||
| PO BOX 253 | PLYMOUTH | WI | 53073 | N/A | PC | CLUE THE MUSICAL - NEW THEATRE PROGRAM | $4,000 |
| PLYMOUTH HIGH SCHOOL | |||||||
| 125 HIGHLAND AVENUE | PLYMOUTH | WI | 53073 | N/A | PC | GLOBAL CONNECTIONS PROJECT | $4,100 |
| PURDUE UNIVERSITY | |||||||
| 128 MEMORIAL HALL | WEST LAFAYETTE | IN | 47907 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $25,000 |
| RACINE ART MUSEUM | |||||||
| 441 MAIN STREET | RACINE | WI | 53403 | N/A | PC | PAUL SMITH COLLECTION | $4,810 |
| RACINE ART MUSEUM | |||||||
| 441 MAIN STREET | RACINE | WI | 53403 | N/A | PC | JIME ROSE SCULPTURE | $17,000 |
| RACINE ART MUSEUM | |||||||
| 441 MAIN STREET | RACINE | WI | 53403 | N/A | PC | ROLAND FREEMAN PHOTOGRAPHY & FOLK ART COLLECTION | $3,270 |
| RIPON COLLEGE | |||||||
| 300 SEWARD STREET | RIPON | WI | 54971 | N/A | PC | GUSTAVO FARES ART COLLECTION | $14,200 |
| RISE UP CENTRAL WISCONSIN INC | |||||||
| 130 1ST ST STE 2 | WAUSAU | WI | 54403 | N/A | PC | JACQUELYN TOLKSDORF | $5,000 |
| RIVEREDGE NATURE CENTER | |||||||
| PO BOX 26 | NEWBURG | WI | 53060 | N/A | PC | RIVEREDGE'S YOUTH ENVIRONMENTAL EDUCATION ACCESS: SHEBOYGAN COUNTY | $4,000 |
| ROCKFORD ART MUSEUM | |||||||
| 711 N MAIN STREET | ROCKFORD | IL | 61103 | N/A | PC | GLEN C DAVIES ART COLLECTION | $54,683 |
| SCIO - BRIDGEWAY & BEYOND | |||||||
| PO BOX 73 | SHEBOYGAN | WI | 53082 | N/A | PC | COMMUNITY ARTS & WELLNESS | $2,000 |
| SHEBOYGAN COUNTY LGBTQ ALLIANCE | |||||||
| 1027 BELL AVENUE | SHEBOYGAN | WI | 53083 | N/A | PC | THE SHEBOYGAN COUNTY LGBTQ+ ALLIANCE: ASL INTERPRETATION AT PRIDE PICNIC | $2,500 |
| SHEBOYGAN COUNTY MUSEUM | |||||||
| 3110 ERIE AVE | SHEBOYGAN | WI | 53081 | N/A | PC | SCM- WATER/ WAYS SMITHSONIAN EXHIBIT | $5,000 |
| SHEBOYGAN SENIOR COMMUNITY | |||||||
| 3505 COUNTY ROAD Y | SHEBOYGAN | WI | 53083 | N/A | PC | MUSIC & EVENTS PROGRAM | $3,500 |
| SHEBOYGAN SOUTH HIGH ART FOR YOUTH CLUB (SASD) | |||||||
| 1240 WASHINGTON AVE | SHEBOYGAN | WI | 53081 | N/A | PC | SHS ART FOR YOUTH CLUB | $2,000 |
| SHELL LAKE ARTS CENTER | |||||||
| 802 1ST AVE | SHELL LAKE | WI | 54871 | N/A | PC | REGIONAL PARTNERSHIP PROGRAM | $3,000 |
| SOUTH BEND MUSEUM OF ART | |||||||
| 120 DOCTOR MLK JR BLVD | SOUTH BEND | IN | 46601 | N/A | PC | GLEN C DAVIES ART COLLECTION | $3,750 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750181 | DALLAS | TX | 75275 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $5,625 |
| ST NORBERT COLLEGE | |||||||
| 100 GRANT STREET | DE PERE | WI | 54115 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $7,500 |
| ST MARY'S COLLEGE | |||||||
| 147 LEMANS HALL | NOTRE DAME | IN | 46556 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $12,500 |
| ST MARY'S UNIVERSITY | |||||||
| 4100 S 4TH STREET | LEAVENWORTH | KS | 66048 | N/A | PC | GUSTAVO FARES ART COLLECTION | $73,950 |
| STANLEY MUSEUM OF ART | |||||||
| 160 W BURLINGTON STREET | IOWA CITY | IA | 52242 | N/A | PC | JOHN SCHACHT | $26,000 |
| SUMMIT PLAYERS THEATRE | |||||||
| 3383 S KINNICKINNIC AVE | MILWAUKEE | WI | 53207 | N/A | PC | SUMMIT PLAYERS THEATRE 2025 SUMMER TOUR | $5,000 |
| SYRACUSE UNIVERSITY | |||||||
| 200 BOWNE HALL | SYRACUSE | NY | 13244 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 |
| THE CENTER FOR BOOK ARTS | |||||||
| 28 WEST 27TH STREET | NEW YORK | NY | 10001 | N/A | PC | STELLA WAITZKIN 2021 | $9,978 |
| THEATER FOR YOUNG AUDIENCES | |||||||
| 931 NORTH 8TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | DIARY OF A WIMPY KID THE MUSICAL | $5,000 |
| TREEHOUSE THEATER | |||||||
| 910 WASHINGTON ST | MANITOWOC | WI | 54221 | N/A | PC | SPONSORSHIP, SCHOLARSHIPS, AND WORKSHOP EDUCATORS | $5,000 |
| TRUMAN STATE UNIVERSITY | |||||||
| 100 EAST NORMAL AVENUE | KIRKSVILLE | MO | 63501 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $3,125 |
| UNITED WAY OF SHEBOYGAN COUNTY | |||||||
| 2020 ERIE AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | PROVIDING ACCESS TO HEALING (PATH) EDUCATOR APPRECIATION SOCIAL | $2,500 |
| UNIVERSITY OF MINNESOTA - TWIN CITI | |||||||
| 106 PLEASANT STREET SE | MINNEAPOLIS | MN | 55455 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $65,000 |
| UNIVERSITY OF NORTHWESTERN ST PAUL | |||||||
| 3003 SNELLING AVE | ST PAUL | MN | 55113 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 128 MCKENNA HALL | NOTRE DAME | IN | 46556 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $12,500 |
| UNIVERSITY OF OKLAHOMA | |||||||
| 1000 ASP AVE | NORMAN | OK | 73019 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $3,125 |
| UNIVERSITY OF SAINT MARY | |||||||
| 4100 SOUTH 4TH STREET | LEAVENWORTH | KS | 66048 | N/A | PC | JOHN COLT PAINTINGS AND DRAWINGS | $21,355 |
| UNIVERSITY OF SIOUX FALLS | |||||||
| 1101 W 22ND STREET | SIOUX FALLS | SD | 57105 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 |
| UNIVERSITY OF ST THOMAS | |||||||
| 2115 SUMMIT AVE | ST PAUL | MN | 55105 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 |
| UNIVERSITY OF ST MARY | |||||||
| 4100 SOUTH 4TH STREET | LEAVENWORTH | KS | 66048 | N/A | PC | JOHN SCHACHT | $39,300 |
| UNIVERSITY OF WISCONSIN - GREEN BAY | |||||||
| 2420 NICOLET DRIVE | GREEN BAY | WI | 54311 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $3,125 |
| UNIVERSITY OF WISCONSIN - LACROSSE | |||||||
| 1725 STATE STREET | LA CROSSE | WI | 54601 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $25,000 |
| UNIVERSITY OF WISCONSIN - MADISON | |||||||
| 333 E CAMPUS MALL | MADISON | WI | 53715 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $190,677 |
| UNIVERSITY OF WISCONSIN - MILWAUKEE | |||||||
| PO BOX 5000 | MILWAUKEE | WI | 53201 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $12,500 |
| UNIVERSITY OF WISCONSIN - OSHKOSH | |||||||
| 800 ALGOMA BLVD | OSHKOSH | WI | 54901 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $5,000 |
| UNIVERSITY OF WISCONSIN - PLATEVILL | |||||||
| 1 UNIVERSITY PLAZA | PLATEVILLE | WI | 53818 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $15,625 |
| UNIVERSITY OF WISCONSIN - RIVER FAL | |||||||
| 410 S 3RD STREET | RIVER FALLS | WI | 54022 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $2,500 |
| UNIVERSITY OF WISCONSIN - STEVENS P | |||||||
| 103 STUDENT SERVICE CENTER | STEVENS POINT | WI | 54481 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $5,625 |
| UNIVERSITY OF WISCONSIN - WHITEWATE | |||||||
| 800 W MAIN ST | WHITEWATER | WI | 53190 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $9,375 |
| UNIVERSITY OF WISCONSIN - WHITEWATER | |||||||
| 950 W MAIN STREET | WHITEWATER | WI | 53190 | N/A | PC | GUSTAVO FARES ART COLLECTION | $54,100 |
| UNIVERSITY OF WISCONSIN-GREEN BAY FOUNDATION INC | |||||||
| 2420 NICOLET DRIVE | GREEN BAY | WI | 54311 | N/A | PC | CHILDREN'S THEATRE PRODUCTION OF "FANTASTIC MR. FOX" AT BAYSHORE ARTS CENTER ON UW-GREEN BAY'S MARINETTE CAMPUS | $2,500 |
| UW-MADISON - WISCONSIN INSTITUTE OF DISCOVERY | |||||||
| 330 N ORCHARD ST | MADISON | WI | 53715 | N/A | PC | MARIE CHRISTINE KOHLER FELLOWS | $28,000 |
| VANDERBILT UNIVERSITY MUSEUM OF ART | |||||||
| 1220 21ST AVE S | NASHVILLE | TN | 37203 | N/A | PC | BARBARA ROSSI COLLECTION | $27,000 |
| VILLAGE OF MOUNT MORRIS | |||||||
| 204 W WISCONSIN AVENUE | MOUNT MORRIS | IL | 61054 | N/A | PC | MOUNT MORRIS FOUNTAIN | $110,300 |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $26,250 |
| VOLLAND FOUNDATION | |||||||
| 24098 VOLLAND ROAD | ALMA | KS | 66401 | N/A | PC | MEEKER & ANDERSON COLLECTION | $120,600 |
| WADE HOUSE HISTORIC SITE | |||||||
| W7965 STATE HIGHWAY 23 | GREENBUSH | WI | 53026 | N/A | PC | HORSE TRANSPORTATION | $27,000 |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||
| PO BOX 14627 | ST LOUIS | MO | 63150 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $7,500 |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||
| PO BOX 14627 | ST LOUIS | MO | 63150 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $11,666 |
| WE EMPOWHER INC | |||||||
| 76 WESTERN AVENUE | FOND DU LAC | WI | 54935 | N/A | PC | WOMEN'S EMPOWERMENT SERIES | $1,500 |
| WEIL CENTER FOUNDATION INC | |||||||
| 826 N 8TH ST | SHEBOYGAN | WI | 53081 | N/A | PC | 2025 WEILL CENTER ELEMENTARY SCHOOL FIELD TRIP PERFORMANCES | $5,360 |
| WILLIAMS COLLEGE | |||||||
| 995 MAIN ST | WILLIAMSTOWN | MA | 01267 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 |
| WISCONSIN ACADEMY OF SCIENCES ARTS & LETTERS | |||||||
| 1922 UNIVERSITY AVE | MADISON | WI | 53715 | N/A | PC | BUILDING STRONG CONNECTIONS ACROSS WISCONSIN'S ARTS ORGANIZATIONS | $5,000 |
| WISCONSIN ACADEMY | |||||||
| 1922 UNIVERSITY AVE | MADISON | WI | 53726 | N/A | PC | WI ACADEMY FELLOWS INDUCTION GALA | $5,000 |
| WISCONSIN HISTORICAL FOUNDATION | |||||||
| 816 STATE ST PO BOX 260050 | MADISON | WI | 53706 | N/A | PC | WADE HOUSE CARRIAGE DRIVING CLINIC | $9,400 |
| WISCONSIN HUMANITIES | |||||||
| 3801 REGENT ST STE 101 | MADISON | WI | 53703 | N/A | PC | STAND UP TO HATE | $5,000 |
| WISCONSIN MARITIME MUSEUM | |||||||
| 75 MARITIME DR | MANITOWOC | WI | 54220 | N/A | PC | 3D PRINTED COLLECTIONS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,768,388 | 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 | $5,450 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,838,899 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,240,376 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 14 | $437 | |
| RECOVERIES OF AMOUNTS TREATED AS DISTRIBUTIONS | $9,925 | ||
| MISCELLANEOUS INCOME | $207,195 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,085,162 | ExclusionAmt |
| Related Or Exempt Function Incm | $217,120 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,302,282 | 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 |
|---|---|
| 11C | RECOVERY OF AMOUNT TREATED AS DISTRIBUTIONS IN PRIOR YEAR |
| 11D | INCOME RELATED TO DISTINGUISHED GUEST SERIES AND OTHER RECEIPTS |
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 | $17,714 | Amt |
| Net Investment Income | $8,857 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,857 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FRANKLIN TEMPLETON ETF TR FTSE JAPAN | FMV | $4,414,026 | $4,414,026 |
| INVESCO EQUALLY WEIGHTED S&P 500 R6 | FMV | $53,477,118 | $53,477,118 |
| ISHARES TD MSCI USA MIN VOL | FMV | $7,606,643 | $7,606,643 |
| ISHARES TR MSCI AC ASIA ETF | FMV | $3,990,881 | $3,990,881 |
| ISHARES TRUST CORE MSCI EAFE ETF | FMV | $17,119,678 | $17,119,678 |
| VANGUARD SMALL CAP INDEX INSTL PLUS | FMV | $7,807,800 | $7,807,800 |
| LORD ABBETT SHORT DURATION INCOME | FMV | $8,817,643 | $8,817,643 |
| VANGUARD DIVIDEND GROWTH INVESTOR | FMV | $7,655,834 | $7,655,834 |
| FID L/T TREASURY BOND INDEX FUND | FMV | $18,320,001 | $18,320,001 |
| FID INTER TREASURY BOND INDEX FUND | FMV | $21,918,378 | $21,918,378 |
| FIMM GOVERNMENT PORTFOLIO: INSTL CL | FMV | $6,729,633 | $6,729,633 |
| ISHARES CORE S&P 500 ETF | FMV | $150,857,823 | $150,857,823 |
| ISHARES CORE S&P SMALL-CAP E | FMV | $14,930,259 | $14,930,259 |
| ISHARES TR CORE MSCI TOTAL | FMV | $15,990,143 | $15,990,143 |
| ISHARES INC CORE MSCI EMERGING MKTS | FMV | $15,675,034 | $15,675,034 |
| ISHARES TR INTL EQTY FACTOR | FMV | $15,572,774 | $15,572,774 |
| VANGUARD RUSSELL 2000 ETF | FMV | $6,383,253 | $6,383,253 |
| VANGUARD INDEX FDS VANGUARD TOTAL | FMV | $36,372,857 | $36,372,857 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CULTURAL PROGRAM EXPENSES | $253,888 | $0 | $253,888 |
| DGS CULTURAL PROGRAMS | $7,419 | $0 | $7,419 |
| EQUIPMENT EXPENSE | $2,700 | $0 | $2,700 |
| INSURANCE - GENERAL | $8,465 | $0 | $8,465 |
| MAINT & GROUNDS - WAELDERHAUS | $17,719 | $0 | $17,719 |
| MEMBERSHIP ADMINISTRATION | $6,829 | $0 | $6,829 |
| MISCELLANEOUS EXPENSES | $54,130 | $0 | $54,130 |
| POSTAGE | $1,237 | $0 | $1,237 |
| PRESERVATION EXPENSES | $1,783,057 | $0 | $1,783,057 |
| REPAIR | $67,195 | $0 | $67,195 |
| SCHOLARSHIP EXPENSE | $3,664 | $0 | $3,664 |
| SERVICE FEES | $3,508 | $0 | $3,508 |
| SUPPLIES | $11,846 | $0 | $11,846 |
| WAREHOUSE | $91,903 | $0 | $91,903 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $437 | $437 | $437 |
| RECOVERIES OF AMOUNTS TREATED AS DISTRIBUTIONS | $9,925 | $9,925 | |
| MISCELLANEOUS INCOME | $207,195 | $207,195 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $38,377,132 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITHHELD TAXES | Desc |
| BOY Book Value | $603 | BOYBookValueAmt |
| EOY Book Value | $2,690 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| APPRAISAL FEES | $1,250 | $0 | $1,250 |
| INVESTMENT MANAGEMENT FEES | $459,321 | $459,321 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $4,294,876 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |