KOHLER FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KOHLER FOUNDATION INC (EIN 39-0810536)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-02
- IRS object ID
- 202642459349100814
- Schema version
- 2025v4.2
- 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 | 2026-09-02T13:55:19-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY E MARINE | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2026-08-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $486,261,088 | 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 | $7,498 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,498 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,535,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,535,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,861,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,081,231,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,861,768 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $139,084 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $586 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $70,543,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,405,210 | 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 | $509,637 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $509,637 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $167,550 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $167,550 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,152 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,576 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,576 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $507,226 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $506,076 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,150 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $204,173 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $26,977 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,977 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,003 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,003 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,512,385 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,512,385 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,970,103 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $514,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,251,278 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,663,681 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,973,384 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,633,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $514,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,224,662 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $64,909,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,890,558 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,341 | CashBOYAmt |
| Cash EOY | $15,611 | CashEOYAmt |
| Cash EOYFMV | $15,611 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,291 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,681,087 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,681,087 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $413,639,778 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $484,564,390 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $484,564,390 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $413,670,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $486,261,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $486,261,088 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,690 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,725 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,690 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,725 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $413,667,720 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $486,259,363 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $413,667,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $486,259,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $413,670,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $486,261,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $413,667,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $64,909,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,681,719 | OtherIncreasesAmt |
| Subtotal | $486,259,363 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $486,259,363 | 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 | $1,081,231,997 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,020,370,229 | CostOrOtherBasisAmt |
| Gain Or Loss | $60,861,768 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $60,861,768 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,861,768 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $971,479 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $971,479 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $971,479 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,300,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,500,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $38,957 | EsPenaltyAmt |
| Overpayment | $489,564 | OverpaymentAmt |
| Applied To ES Tax | $489,564 | 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 | CARISSA KLEIN | 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 |
|---|---|---|---|---|---|---|---|---|
| ANGELA RAMEY | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | EXECUTIVE DIRECTOR | 40.00 | $102,000 | $28,497 | $0 |
| LIESL RICE | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | SENIOR MANAGER OF AR | 40.00 | $65,314 | $33,814 | $0 |
| CARISSA KLEIN | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | ACCOUNTANT | 40.00 | $71,339 | $22,495 | $0 |
| BETH WIZA | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | PROJECT MANAGER ART | 40.00 | $62,017 | $13,414 | $0 |
| DAN SMITH | ||||||||
| 725X WOODLAKE RD | KOHLER | WI | 53044 | COLLECTIONS & LOGIST | 40.00 | $64,267 | $3,467 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HECK CAPITAL ADVISORS | |||||
| 15 E ANDERSON STREET PO BOX 738 | RHINELANDER | WI | 54501 | INVESTMENT MANAGEMENT | $506,076 |
| HAJANGIC TOURS | |||||
| 225 POLK AVENUE SUITE 130 | NASHVILLE | TN | 37203 | DISTINGUISHED GUEST PERFORMANCE FEES | $150,000 |
| THE ACTORS GANG | |||||
| 9070 VENICE BLVD | CULVER CITY | CA | 90232 | DISTINGUISHED GUEST PERFORMANCE FEES | $70,000 |
| IN KLEIN PRODUCTIONS INC | |||||
| 15821 VENTURA BLVD SUITE 270 | ENCINO | CA | 91436 | DISTINGUISHED GUEST PERFORMANCE FEES | $62,500 |
| 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 | $1,879,759 | Expenses1Amt |
| Description2 | KOHLER FOUNDATION PROVIDES FOR THE OPERATION OF THE WAELDERHAUS MUSEUM | Description2Txt |
| Expenses2 | $330,485 | Expenses2Amt |
| Description3 | KOHLER FOUNDATION PROVIDES FOR CULTURAL PROGRAMS INCLUDING PLAYS, BALLETS AND MUSICALS | Description3Txt |
| Expenses3 | $622,845 | 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 | $443,660,499 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $436,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $870,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $444,967,261 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $444,967,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,674,509 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $438,292,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,914,638 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,914,638 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $971,479 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $971,479 | TotalTaxAmt |
| Distributable Before Adj | $20,943,159 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,771 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,949,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,949,930 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,224,662 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,224,662 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,949,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $36,956,523 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $36,956,523 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,224,662 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,224,662 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,725,268 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,725,268 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,231,255 | 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 | $28,231,255 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $28,231,255 | ExcessFromYear2Amt |
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 (147 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABOVE & BEYOND CHILDREN'S MUSEUM | |||||||||||
| 902 N 8TH ST | SHEBOYGAN | WI | 53081 | N/A | PC | COMMUNITY CULTURE EXCHANGE / INTERCAMBIO CULTURAL COMUNITARIO | $10,000 | ||||
| ALVERNO COLLEGE | |||||||||||
| 3400 SOUTH 43RD STREET | MILWAUKEE | WI | 53234 | N/A | PC | INDEPENDENT COLLEGE GRANT | $25,000 | ||||
| AMERICAN PLAYERS THEATRE | |||||||||||
| 5950 GOLF COURSE ROAD | SPRING GREEN | WI | 53588 | N/A | PC | AMERICAN PLAYERS THEATRE'S ARTS EDUCATION PROGRAMMING FOR WISCONSIN SCHOOLS | $10,000 | ||||
| BELLADONNA FILM PROJECT INC | |||||||||||
| 4870 N TALMAN AVE | CHICAGO | IL | 60625 | N/A | PC | GLOW FILM SERIES | $5,000 | ||||
| BIG BROTHERS BIG SISTERS WI SHORELINE INC (BBBSWIS) | |||||||||||
| 5300 STATE HIGHWAY 42 STE F - DOOR | SHEBOYGAN | WI | 53083 | N/A | PC | RISE WITH US: MENTORING YOUTH FOR STRONGER, MORE RESILIENT COMMUNITIES | $7,500 | 2 | |||
| BLACK AMERICAN COMMUNITY OUTREACH INC | |||||||||||
| PO BOX 1163 | SHEBOYGAN | WI | 53082 | N/A | PC | BACO ARTS IN ACTION | $5,000 | ||||
| BLACK EARTH CHILDREN'S MUSEUM | |||||||||||
| 1131 MILLS STREET | BLACK EARTH | WI | 53515 | N/A | PC | ART WEEK 2026 | $2,000 | ||||
| BOOKWORM GARDENS | |||||||||||
| 1415 CAMPUS DR | SHEBOYGAN | WI | 53081 | N/A | PC | "GOODNIGHT MOON" OVERHAUL | $5,000 | ||||
| BOYS & GIRLS CLUBS OF SHEBOYGAN COUNTY | |||||||||||
| 2500 KOHLER MEMORIAL DRIVE SUITE A | SHEBOYGAN | WI | 53081 | N/A | PC | SUMMER 2026 ARTS & LEARNING LOSS PREVENTION THROUGH STEAM | $10,000 | ||||
| CEDARVILLE UNIVERSITY | |||||||||||
| 251 N MAIN ST | CEDARVILLE | OH | 45314 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 | ||||
| CHAPMAN UNIVERSITY | |||||||||||
| 1 UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $9,375 | ||||
| COLLEGE OF WILLIAM MARY | |||||||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 23187 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 | ||||
| COLUMBIA COLLEGE CHICAGO | |||||||||||
| 600 S MICHIGAN AVE | CHICAGO | IL | 60605 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 | ||||
| CONCORDIA UNIVERSITY | |||||||||||
| 12800 N LAKE SHORE DRIVE | MEQUON | WI | 53097 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $11,250 | ||||
| CORNELL UNIVERSITY | |||||||||||
| 260 DAY HALL | ITHACA | NY | 14853 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $28,750 | ||||
| DARE TO DREAM THEATRE INC | |||||||||||
| PO BOX 482 | SHEBOYGAN | WI | 53081 | N/A | PC | SCHOOLTIME MATINEE PROGRAM | $5,000 | ||||
| DEPAUL UNIVERSITY | |||||||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $8,750 | ||||
| DIRIGO THEATRE COMPANY | |||||||||||
| 407 SMITH STREET | PLYMOUTH | WI | 53073 | N/A | PC | SEASONAL SUPPORT | $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 - SHEBOYGAN & SURROUNDING COUNTIES | |||||||||||
| 1214 KAVANAUGH PLACE | WAUWATOSA | WI | 53213 | N/A | PC | EXPANDED EDUCATIONAL SERVICES IN SHEBOYGAN COUNTY | $3,000 | ||||
| ECOLE DE CIRQUE DE QUEBEC | |||||||||||
| NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $10,000 | 750 2E AVENUE | QUEBEC CITY | CA | |||||
| ELKHART LAKE-GLENBEULAH SCHOOL DISTRICT -- MUSIC DEPARTMENT | |||||||||||
| 201 N LINCOLN STREET | ELKHART LAKE | WI | 53020 | N/A | PC | ELG STUDENTS MEET THIRD COAST PERCUSSION! | $5,000 | ||||
| ETUDE ELEMENTARY SCHOOL | |||||||||||
| 3508 N 21ST ST | SHEBOYGAN | WI | 53083 | N/A | PC | EXPERIENTIAL LEARNING AT TUDE ELEMENTARY | $6,000 | ||||
| FAMILY CONNECTIONS INC | |||||||||||
| 2508 SOUTH 8TH STREET SHEBOYGAN WI | SHEBOYGAN | WI | 53081 | N/A | PC | TOGETHER WE GROW: PLAY & EXPLORE | $2,500 | 53081 | |||
| FAMILY RESOURCE CENTER OF SHEBOYGAN COUNTY | |||||||||||
| 1500 DOUGLAS DR STE B | PLYMOUTH | WI | 53073 | N/A | PC | INSPIRED LEARNING: LITERACY AND FAMILY EDUCATIONAL ACTIVITIES | $10,000 | ||||
| GEORGETOWN | |||||||||||
| 3700 O ST NW | WHITE GRAVENOR | DC | 20057 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 | ||||
| GIRL SCOUTS OF MANITOU - CAMP EVELYN | |||||||||||
| 5212 WINDWARD CT SHEBOYGAN | SHEBOYGAN | WI | 53083 | N/A | PC | CREATIVE HORIZONS CAMP | $7,000 | ||||
| GUSTAVUS ADOLPHUS COLLEGE | |||||||||||
| 800 W COLLEGE AVE | SAINT PETER | MN | 56082 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $17,500 | ||||
| HISTORIC INDIAN AGENCY HOUSE ASSOCIATION INC | |||||||||||
| 1490 AGENCY HOUSE RD | PORTAGE | WI | 53901 | N/A | PC | THE BIG PICTURE | $5,500 | ||||
| ILLINOIS STATE MUSEUM | |||||||||||
| 502 S SPRING ST | SPRINGFIELD | IL | 62706 | N/A | PC | GLEN C DAVIES ART COLLECTION | $4,850 | ||||
| ILLINOIS STATE UNIVERSITY | |||||||||||
| CAMPUS BOX 2320 | NORMAL | IL | 61790 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $12,500 | ||||
| INTUIT ART MUSEUM | |||||||||||
| 756 NORTH MILWAUKEE AVE | CHICAGO | IL | 60642 | N/A | PC | ANNIE HOOPER SCULPTURES | $6,850 | ||||
| IOWA STATE UNIVERSITY | |||||||||||
| 515 MORRILL ROAD | AMES | IA | 50011 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 | ||||
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||||||
| 608 NEW YORK AVE | SHEBOYGAN | WI | 53081 | N/A | PC | STELLA WAITZKIN 2021 COLLECTION | $18,978 | ||||
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||||||
| 608 NEW YORK AVE | SHEBOYGAN | WI | 53081 | N/A | PC | SHARI URQUHART COLLECTION | $510,042 | ||||
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||||||
| 608 NEW YORK AVE | SHEBOYGAN | WI | 53081 | N/A | PC | SUBTRACTION | $112,000 | ||||
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||||||
| 608 NEW YORK AVE | SHEBOYGAN | WI | 53081 | N/A | PC | JUANITA LEONARD MURAL AND ART COLLECTION | $169,850 | ||||
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||||||
| 608 NEW YORK AVE | SHEBOYGAN | WI | 53081 | N/A | PC | ROGER BROWN STUDY COLLECTION | $5,911,803 | ||||
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | ABEN CONFERENCE 2025 | $25,000 | ||||
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | KFI FELLOWSHIP | $10,000 | ||||
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | OPERATIONS AND PROGRAMS | $50,000 | ||||
| JOHN MICHAEL KOHLER ARTS CENTER | |||||||||||
| 608 NEW YORK AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | LONNIE HOLLEY PERFORMANCE RESIDENCY | $10,000 | ||||
| KENYON COLLEGE | |||||||||||
| 105 COLLEGE PARK STREET | GAMBIER | OH | 43022 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $5,000 | ||||
| KIEL AREA YOUTH THEATRE | |||||||||||
| PO BOX 194 | KIEL | WI | 53042 | N/A | PC | 2026 SUMMER SHOWS | $5,000 | ||||
| KOHLER SCHOOL DISTRICT | |||||||||||
| 333 UPPER RD | KOHLER | WI | 53044 | N/A | PC | EXPANDING THE CLASSROOM | $10,000 | ||||
| KRUIZENGA ART MUSEUM AT HOPE COLLEGE | |||||||||||
| 271 COLUMBIA AVE | HOLLAND | MI | 49423 | N/A | PC | BARBARA ROSSI | $13,800 | ||||
| KRUIZENGA ART MUSEUM AT HOPE COLLEGE | |||||||||||
| 271 COLUMBIA AVE | HOLLAND | MI | 49423 | N/A | PC | GLEN C DAVIES ART COLLECTION | $1,800 | ||||
| LAKE FOREST COLLEGE | |||||||||||
| 555 N SHERIDAN RD | LAKE FOREST | IL | 60045 | N/A | PC | PHYLLIS BRAMSON | $14,200 | ||||
| LAKELAND UNIVERSITY | |||||||||||
| W3718 SOUTH DR | PLYMOUTH | WI | 53073 | N/A | PC | COMMUNITY-CENTRIC COURSES: INNOVATOR FELLOWSHIP & SPECIAL TOPICS: SHORT FILMS | $7,000 | ||||
| LAKESHORE ADVANTAGE SCHOLARSHIP GRANT | |||||||||||
| 1290 NORTH AVE | CLEVELAND | WI | 53015 | N/A | PC | 2025 LTC SCHOLARSHIP GRANT | $250,000 | ||||
| LAKESHORE CHORALE INC | |||||||||||
| PO BOX 36 | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | MAY 2026 CONCERT; ANIMAL CRACKERS | $3,700 | ||||
| LAKESHORE PRODUCTIONS INC | |||||||||||
| PO BOX 222 | RANDOM LAKE | WI | 53075 | N/A | PC | SUMMER PRODUCTION 2026 | $3,000 | ||||
| LAWRENCE UNIVERSITY | |||||||||||
| 711 E BOLDT WAY | APPLETON | WI | 54911 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $5,000 | ||||
| LESLIE LOHMAN MUSEUM OF ART | |||||||||||
| 26 WOOSTER ST | NEW YORK | NY | 10013 | N/A | PC | CHRISTIAN WALKER COLLECTION | $30,960 | ||||
| LIBERTY UNIVERSITY | |||||||||||
| PO BOX 10425 | LYNCHBURG | VA | 24515 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $21,832 | ||||
| MADISON MUSEUM OF CONTEMPORARY ART | |||||||||||
| 227 STATE ST | MADISON | WI | 53703 | N/A | PC | PHYLLIS BRAMSON | $17,946 | ||||
| MADISON MUSEUM OF CONTEMPORARY ART | |||||||||||
| 227 STATE ST | MADISON | WI | 53703 | N/A | PC | JOHN SCHACHT | $28,600 | ||||
| MADISON PARKS DEPARTMENT | |||||||||||
| 330 E LAKESIDE ST | MADISON | WI | 53715 | N/A | PC | ARNOLD ZWEERTS MOSAIC | $47,986 | ||||
| MAGONIA FILMS UA | |||||||||||
| 2715 HENRY STREET | SHEBOYGAN | WI | 53081 | N/A | PC | DITKO (A DOCUMENTARY FILM) | $5,000 | ||||
| MARQUETTE UNIVERSITY | |||||||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $5,625 | ||||
| MAS ARTS STUDIO | |||||||||||
| 817 NEW YORK AVE | SHEBOYGAN | WI | 53081 | N/A | PC | MAS ARTS AFTER SCHOOL PROGRAM / 1000 DREAMS PROJECT | $7,500 | ||||
| MEAD PUBLIC LIBRARY | |||||||||||
| 710 N 8TH ST | SHEBOYGAN | WI | 53081 | N/A | PC | READY SET PREK: PRESCHOOL READINESS TOOLKIT AND PROGRAMMING | $7,000 | ||||
| MEDICINE FISH CORP | |||||||||||
| N8866 CTY RD G | GRESHAM | WI | 54128 | N/A | PC | NAMAEW KEWAEMAKAT PIATAETUAQ: "STURGEON ARE COMING HOME" | $10,000 | ||||
| MENTAL HEALTH AMERICA LAKESHORE | |||||||||||
| 410 S MILWAUKEE ST | PLYMOUTH | WI | 53073 | N/A | PC | RESILIENT SCHOOLS (K-12) | $10,000 | ||||
| MIDDLE TENNESSEE STATE UNIVERSITY | |||||||||||
| 1301 E MAIN ST | MURFREESBORO | TN | 37137 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $2,500 | ||||
| MIDWEST MUSEUM OF AMERICAN ART | |||||||||||
| 429 S MAIN ST | ELKHART | IN | 46516 | N/A | PC | JOHN SCHACHT | $10,200 | ||||
| MIDWEST MUSEUM OF AMERICAN ART | |||||||||||
| 429 S MAIN ST | ELKHART | IN | 46516 | N/A | PC | BARBARA ROSSI | $4,750 | ||||
| MIDWEST MUSEUM OF AMERICAN ART | |||||||||||
| 429 S MAIN ST | ELKHART | IN | 46516 | N/A | PC | GLEN C DAVIES ART COLLECTION | $8,900 | ||||
| MIDWEST MUSEUM OF AMERICAN ART | |||||||||||
| 429 S MAIN ST | ELKHART | IN | 46516 | N/A | PC | PHYLLIS BRAMSON | $35,000 | ||||
| MILWAUKEE INSTITUTE OF ART DESIGN | |||||||||||
| 273 E ERIE ST | MILWAUKEE | WI | 53202 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $21,875 | ||||
| MILWAUKEE OPERA THEATRE | |||||||||||
| 790 N MILWAUKEE STREET 349 | MILWAUKEE | WI | 53202 | N/A | PC | MAYBE WE'LL FLY | $5,000 | ||||
| MILWAUKEE SCHOOL OF ENGINEERING | |||||||||||
| 1025 N BROADWAY | MILWAUKEE | WI | 53202 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $8,750 | ||||
| MUSEUM OF WISCONSIN ART | |||||||||||
| 205 VETERANS AVE | WEST BEND | WI | 53095 | N/A | PC | SPRING BREAK WEEK 2026 | $4,000 | ||||
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||||||
| 600 14TH STREET NW CONVENE SUITE | WASHINGTON | DC | 20005 | N/A | PC | 2025 PASTFORWARD CONFERENCE | $25,000 | 500 | |||
| NELSON-ATKINS MUSEUM OF ART | |||||||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | N/A | PC | MEEKER AND ANDERSON COLLECTION | $14,418 | ||||
| NOURISH FARMS INC | |||||||||||
| 100 ALFRED MILEY AVE | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | GOOD FOOD FIELD TRIPS FOR BOYS & GIRLS CLUBS | $4,000 | ||||
| OHIO STATE UNIVERSITY | |||||||||||
| PO BOX 183248 | COLUMBUS | OH | 43218 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $5,000 | ||||
| OPERA FOR THE YOUNG INC | |||||||||||
| 6441 ENTERPRISE LN STE 207 | MADISON | WI | 53719 | N/A | PC | OFTY'S "THE ELIXIR OF LOVE" IN SHEBOYGAN COUNTY ELEMENTARY SCHOOLS | $2,500 | ||||
| PECATONICA EDUCATIONAL CHARITABLE FOUNDATION INC | |||||||||||
| PO BOX 95 | HOLLANDALE | WI | 53544 | N/A | PC | GRANDVIEW PAUL BUNYAN CONSERVATION | $10,000 | ||||
| PENINSULA SCHOOL OF ART | |||||||||||
| 3900 COUNTY F | FISH CREEK | WI | 54212 | N/A | PC | EXPANDED FAMILY ARTS EDUCATION INITIATIVE | $7,000 | ||||
| PINE HAVEN CHRISTIAN COMMUNITIES | |||||||||||
| 531 GIDDINGS AVE | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | IN2L MOBILE FLEX LITE MACHINE | $5,000 | ||||
| PLYMOUTH ART FOUNDATION INC | |||||||||||
| PO BOX 253 | PLYMOUTH | WI | 53073 | N/A | PC | PLYMOUTH ARTS CENTER HOMESCHOOL ART PROGRAM | $5,000 | ||||
| PLYMOUTH HIGH SCHOOL | |||||||||||
| 125 S HIGHLAND AVENUE | PLYMOUTH | WI | 53073 | N/A | PC | COMMUNITY CONNECTIONS PROJECT | $3,900 | ||||
| PURDUE UNIVERSITY GALLERIES | |||||||||||
| 552 W WOOD ST | WEST LAFAYETTE | IN | 47907 | N/A | PC | BARBARA ROSSI | $16,200 | ||||
| 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 ST | RACINE | WI | 53403 | N/A | PC | BARBARA ROSSI | $25,600 | ||||
| RACINE ART MUSEUM | |||||||||||
| 441 MAIN ST | RACINE | WI | 53403 | N/A | PC | JANICE LOWRY | $90,000 | ||||
| RACINE ART MUSEUM | |||||||||||
| 441 MAIN ST | RACINE | WI | 53403 | N/A | PC | GLEN C DAVIES ART COLLECTION | $22,900 | ||||
| RACINE ART MUSEUM | |||||||||||
| 441 MAIN ST | RACINE | WI | 53403 | N/A | PC | JOHN COLT | $32,450 | ||||
| RACINE ART MUSEUM | |||||||||||
| 441 MAIN ST | RACINE | WI | 53403 | N/A | PC | PHYLLIS BRAMSON | $42,000 | ||||
| RCS EMPOWERS INC | |||||||||||
| PO BOX 248 | SHEBOYGAN | WI | 53082 | N/A | PC | ADVANCED THERAPEUTIC ART PROGRAM | $10,000 | ||||
| READING AND MATH INC DBA AMPACT | |||||||||||
| 1200 S WASHINGTON AVE | MINNEAPOLIS | MN | 55415 | N/A | PC | WISCONSIN READING CORPS | $10,000 | ||||
| REBEL REELS FILM SOCIETY | |||||||||||
| 835 TORKE TERRACE | PLYMOUTH | WI | 53073 | N/A | PC | REBEL REELS FILM SOCIETY | $3,000 | ||||
| RIVEREDGE NATURE CENTER | |||||||||||
| PO BOX 26 | NEWBURG | WI | 53060 | N/A | PC | OUTDOOR EDUCATION AND EXPERIENTIAL LEARNING FOR SHEBOYGAN COUNTY KIDS | $5,600 | ||||
| SAFE HARBOR | |||||||||||
| 929 NIAGARA AVE | SHEBOYGAN | WI | 53081 | N/A | PC | FINANCIAL NEED | $22,500 | ||||
| SCHLITZ AUDUBON NATURE CENTER | |||||||||||
| 1111 E BROWN DEER RD | BAYSIDE | WI | 53217 | N/A | PC | JANICE LOWRY | $2,400 | ||||
| SCHOOL OF THE ART INSTITUTE OF CHIC | |||||||||||
| 36 S WABASH AVE | CHICAGO | IL | 60603 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 | ||||
| SHARON S RICHARDSON COMMUNITY HOSPICE | |||||||||||
| W2850 STATE ROAD 28 | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | GRIEF THROUGH THE SENSES | $2,500 | ||||
| SHEBOYGAN AREA LUTHERAN HIGH SCHOOL | |||||||||||
| 3323 UNIVERSITY DR | SHEBOYGAN | WI | 53081 | N/A | PC | DRAMATIC ARTS PROGRAM GROWTH | $5,000 | ||||
| SHEBOYGAN COUNTY AVIATION CORP DBA - AVIATION HERITAGE CENTER OF WISCONSIN | |||||||||||
| N6191 RESOURCE DRIVE | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | WINGS & WHEELS COMMUNITY AVIATION & STEM EXPLORATION EVENT | $3,000 | ||||
| SHEBOYGAN COUNTY HISTORICAL RESEARCH CENTER | |||||||||||
| 518 WATER STREET | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | EDUCATIONAL OUTREACH AND NEW PROGRAMMING EXPANSION | $8,000 | ||||
| SHEBOYGAN COUNTY INTERFAITH ORGANIZATION | |||||||||||
| PO BOX 73 | SHEBOYGAN | WI | 53082 | N/A | PC | COMMUNITY ARTS & WELLNESS | $3,500 | ||||
| SHEBOYGAN COUNTY LGBTQ ALLIANCE | |||||||||||
| 1202 N 8TH STREET | SHEBOYGAN | WI | 53081 | N/A | PC | SHEBOYGAN LGBTQ+ ALLIANCE: ASL INTERPRETATION AT 2026 SHEBOYGAN PRIDE PICNIC | $2,500 | ||||
| SHEBOYGAN COUNTY MUSEUM | |||||||||||
| 3110 ERIE AVE | SHEBOYGAN | WI | 53081 | N/A | PC | SCALE UP OF VOLLRATH BOWL LANTERN PARADE TRADITION | $6,650 | ||||
| SHEBOYGAN POPS CONCERT BAND | |||||||||||
| C/O VICKY RHODES | SHEBOYGAN | WI | 53081 | N/A | PC | THE SHEBOYGAN POPS 2024/25 CONCERT SERIES | $3,500 | ||||
| SHEBOYGAN SENIOR COMMUNITY | |||||||||||
| 3505 COUNTY ROAD Y | SHEBOYGAN | WI | 53083 | N/A | PC | MUSIC & EVENTS PROGRAM | $5,000 | ||||
| SHEBOYGAN THEATRE COMPANY | |||||||||||
| 3330 STAHL ROAD | SHEBOYGAN | WI | 53081 | N/A | PC | THEATRE EDUCATION WITH SHEBOYGAN THEATRE COMPANY | $10,000 | ||||
| SHERIDAN ELEMENTARY SCHOOL | |||||||||||
| 1412 MARYLAND AVE | SHEBOYGAN | WI | 53081 | N/A | PC | CCLC ART & SCIENCE EXPLORERS CLUB | $7,250 | ||||
| SOUTHERN METHODIST UNIVERSITY | |||||||||||
| PO BOX 750181 | DALLAS | TX | 75275 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $11,250 | ||||
| ST NORBERT COLLEGE | |||||||||||
| 100 GRANT STREET | DE PERE | WI | 54115 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $15,000 | ||||
| ST MARY'S COLLEGE | |||||||||||
| 147 LEMANS HALL | NOTRE DAME | IN | 46556 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 | ||||
| STUDIO TSAB | |||||||||||
| 1702 SAEMANN AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | IN NO PARTICULAR ORDER | $5,000 | ||||
| SUMMIT PLAYERS THEATRE | |||||||||||
| 3383 S KINNICKINNIC AVE | MILWAUKEE | WI | 53207 | N/A | PC | SUMMIT PLAYERS THEATRE SHAKESPEARE IN THE STATE PARKS TOUR | $5,000 | ||||
| TAKE NOTE STUDIO | |||||||||||
| 520 N 7TH ST | MANITOWOC | WI | 54220 | N/A | PC | INTERGENERATIONAL MUSIC | $4,250 | ||||
| THE PRODUCTION FARM | |||||||||||
| PO BOX 99 | SHEBOYGAN FALLS | WI | 53085 | N/A | PC | LEARNING UNBOXED | $5,000 | ||||
| THIRD AVENUE PLAYWORKS | |||||||||||
| PO BOX 843 | STURGEON BAY | WI | 54235 | N/A | PC | THEATRE FOR ALL: COMMUNITY TICKET ACCESS PROGRAM | $4,400 | ||||
| TREES FOR TOMORROW INC | |||||||||||
| PO BOX 609 | EAGLE RIVER | WI | 54521 | N/A | PC | OUTDOOR ENVIRONMENTAL EDUCATION FOR KOHLER YOUTH | $4,000 | ||||
| TUDE MIDDLEHIGH SCHOOL | |||||||||||
| 834 VIRGINIA AVENUE | SHEBOYGAN | WI | 53081 | N/A | PC | TUDE MIDDLE/HIGH SCHOOL ARTS INTEGRATION | $6,000 | ||||
| TUFTS UNIVERSITY ART GALLERIES | |||||||||||
| 40 TALBOT AVE | MEDFORD | MA | 02155 | N/A | PC | CHRISTIAN WALKER COLLECTION | $79,350 | ||||
| UNIVERSITY OF CINNCINNATI | |||||||||||
| PO BOX 210140 | CINCINNATI | OH | 45221 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $2,500 | ||||
| UNIVERSITY OF MINNESOTA - TWIN CITI | |||||||||||
| 231 PILLSBURY DRIVE | MINNEAPOLIS | MN | 55455 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $54,375 | ||||
| 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 | $6,250 | ||||
| UNIVERSITY OF SOUTH CAROLINA | |||||||||||
| 1244 BLOSSOM ST | COLUMBIA | SC | 29208 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $3,125 | ||||
| UNIVERSITY OF ST THOMAS | |||||||||||
| 2115 SUMMIT AVE | ST PAUL | MN | 55105 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $12,500 | ||||
| UNIVERSITY OF ST MARY | |||||||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | N/A | PC | BARBARA ROSSI | $9,500 | ||||
| UNIVERSITY OF ST MARY | |||||||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | N/A | PC | GLEN C DAVIES ART COLLECTION | $26,370 | ||||
| UNIVERSITY OF WISCONSIN - LACROSSE | |||||||||||
| 1725 STATE STREET | LA CROSSE | WI | 54601 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $37,500 | ||||
| UNIVERSITY OF WISCONSIN - MADISON | |||||||||||
| 333 E CAMPUS MALL | MADISON | WI | 53715 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $289,267 | ||||
| UNIVERSITY OF WISCONSIN - MILWAUKEE | |||||||||||
| PO BOX 5000 | MILWAUKEE | WI | 53201 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $27,500 | ||||
| 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 | $6,250 | ||||
| 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 | $18,750 | ||||
| UNIVERSITY OF WISCONSIN-GREEN BAY FOUNDATION INC | |||||||||||
| 2420 NICOLET DRIVE CL805 | GREEN BAY | WI | 54311 | N/A | PC | SHEBOYGAN CREATIVE & VIBRANT COMMUNITY STUDENT TOURS | $3,000 | ||||
| UNIVERSITY OF WISCONSIN-GREEN BAY FOUNDATION INC | |||||||||||
| 2420 NICOLET DRIVE CL805 | GREEN BAY | WI | 54311 | N/A | PC | UWGB HIGH SCHOOL JAZZ FEST 2026 | $3,750 | ||||
| UNVERSITY OF ARKANSAS | |||||||||||
| DEPARTMENT 1238 | OKLAHOMA CITY | OK | 73196 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $5,625 | ||||
| UNVERSITY OF NOTRE DAME | |||||||||||
| 128 MCKENNA HALL | NOTRE DAME | IN | 46556 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $5,625 | ||||
| UW-MADISON - WISCONSIN INSTITUTE OF DISCOVERY | |||||||||||
| 330 N ORCHARD ST | MADISON | WI | 53715 | N/A | PC | MARIE CHRISTINE KOHLER FELLOWS | $28,000 | ||||
| VALDERS AREA SCHOOL DISTRICT (BANDS) | |||||||||||
| 138 JEFFERSON STREET | VALDERS | WI | 54245 | N/A | PC | INSTRUMENT MAINTENANCE AND REPLACEMENT PLAN | $6,500 | ||||
| VILLANOVA UNIVERSITY | |||||||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $35,500 | ||||
| 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 | $18,332 | ||||
| WEILL CENTER FOUNDATION INC | |||||||||||
| 826 N 8TH ST | SHEBOYGAN | WI | 53081 | N/A | PC | 2025-26 WEILL CENTER ELEMENTARY SCHOOL FIELD TRIP PERFORMANCES | $7,000 | ||||
| WESTERN MICHIGAN UNIVERSITY | |||||||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 49008 | NONE | I | INDIVIDUAL SCHOLARSHIP PAID DIRECTLY TO THE EDUCATIOINAL INSTITUTION | $6,250 | ||||
| WISCONSIN HISTORICAL FOUNDATION | |||||||||||
| WADE HOUSE HISTORIC SITE | MADISON | WI | 53726 | N/A | PC | WADE HOUSE CARRIAGE DRIVING CLINIC | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,973,384 | 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 | $7,498 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,535,358 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,861,768 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DGS REVENUE & OTHER RECEIPTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $586 | ExclusionAmt |
| Related Or Exempt Function Incm | $138,498 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70,405,210 | ExclusionAmt |
| Related Or Exempt Function Incm | $138,498 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,543,708 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | INCOME RELATED TO DISTINGUISHED GUEST SERIES AND OTHER RECEIPTS | RelationshipStatementTxt |
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 | $17,152 | Amt |
| Net Investment Income | $8,576 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,576 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIMM GOVERNMENT PORTFOLIO: INSTL CL | FMV | $1,392,354 | $1,392,354 |
| FIDELITY TOTAL MARKET INDEX FUND | FMV | $89,602,179 | $89,602,179 |
| FIDELITY 500 INDEX FUND(FXAIX) | FMV | $180,183,335 | $180,183,335 |
| FIDELITY GLOBAL EX US INDEX FUND | FMV | $146,804,958 | $146,804,958 |
| BLACKSTONE PRIVATE MUL TL ASSET CR & INC | FMV | $9,271,835 | $9,271,835 |
| POLLO DIVERSIFIED CREDIT FUND CL I | FMV | $9,322,268 | $9,322,268 |
| FIDELITY U.S. BOND INDEX FUNO::FXNAX) | FMV | $41,856,535 | $41,856,535 |
| ISHARES U S ETF TR BLOOMBERG ROLL | FMV | $1,448,455 | $1,448,455 |
| ISHARES GOLD TR SHARES REPRESENT | FMV | $4,682,471 | $4,682,471 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CULTURAL PROGRAM EXPENSES | $578,766 | $0 | $578,766 |
| DGS CULTURAL PROGRAMS | $44,903 | $0 | $44,903 |
| EQUIPMENT EXPENSE | $1,003 | $0 | $1,003 |
| INSURANCE - GENERAL | $31,710 | $0 | $31,710 |
| MAINT & GROUNDS - WAELDERHAUS | $28,467 | $0 | $28,467 |
| MEMBERSHIP ADMINISTRATION | $6,344 | $0 | $6,344 |
| MISCELLANEOUS EXPENSES | $10,140 | $0 | $10,140 |
| POSTAGE | $1,191 | $0 | $1,191 |
| PRESERVATION EXPENSES | $1,531,506 | $0 | $1,531,506 |
| PUBLICITY & EVENTS | $40,122 | $0 | $40,122 |
| REPAIR | $130,625 | $0 | $130,625 |
| SCHOLARSHIP EXPENSE | $1,106 | $0 | $1,106 |
| SERVICE FEES | $5,717 | $0 | $5,717 |
| SUPPLIES | $11,203 | $0 | $11,203 |
| WAREHOUSE | $89,582 | $0 | $89,582 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DGS REVENUE & OTHER RECEIPTS | Desc |
| Revenue And Expenses Per Books | $139,084 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $586 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $139,084 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON INVESTMENTS | $7,674,948 |
| RECOVERIES OF AMOUNTS TREATED AS DISTRIBUTIONS | $6,771 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITHHELD TAXES | Desc |
| BOY Book Value | $2,690 | BOYBookValueAmt |
| EOY Book Value | $1,725 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| APPRAISAL FEES | $1,150 | $0 | $1,150 |
| INVESTMENT MANAGEMENT FEES | $506,076 | $506,076 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $204,173 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |