Skip to content
Nonprofiteer
← KOHLER TRUST FOR THE ARTS AND EDUCATION

Form 990 for tax year 2024

Filed by KOHLER TRUST FOR THE ARTS AND EDUCATION.

Totals

Total revenue
$10,226,650
Total expenses
$9,529,486
Contributions and grants received
$0
Grants paid
$9,496,000
Program service revenue
$0
Investment income
$10,226,650
Other revenue
$0
Total assets, end of year
$11,857,561
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$11,857,561
Program services expenses (Part IX)
$9,496,000
Management and general expenses
$33,486
Fundraising expenses
$0
Program service expenses (Part III)
$9,496,000

Program services were 99.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $9,667,104 · excluded $9,667,104

  • 7a · Gross sales of assets other than inventory

    securities $18,682,046

  • 7b · Less cost or other basis and sales expenses

    securities $18,122,500

  • 7c · Gain or loss

    securities $559,546

  • 7d · Net gain or loss

    total $559,546 · excluded $559,546

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,496,000 · program services $9,496,000

  • 11c · Fees: accounting

    total $8,789 · management and general $8,789

  • 11f · Fees: investment management

    total $5,170 · management and general $5,170

  • 19 · Conferences, conventions and meetings

    total $15,858 · management and general $15,858

  • 24a · Other expenses: ADMINISTRATIVE EXPENSE

    total $3,669 · management and general $3,669

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $380 · end of year $1,479

  • 2 · Savings and temporary cash investments

    beginning of year $21,477 · end of year $8,914

  • 11 · Investments: publicly traded securities

    beginning of year $3,976,395 · end of year $4,620,738

  • 12 · Investments: other securities

    beginning of year $7,226,430 · end of year $7,226,430

  • 27 · Net assets without donor restrictions

    beginning of year $11,224,682 · end of year $11,857,561

Mission and programs · 2024

Mission

TO PROVIDE FINANCIAL SUPPORT TO THE BENEFICIARIES LISTED IN THE TRUST GOVERNING INSTRUMENT FOR PURSING OF THEIR ARTS AND EDUCATION ACTIVITIES.

  • JOHN MICHAEL KOHLER ARTS CENTER, INC (ART CENTER) - DISTRIBUTED TRUST INCOME IN SUPPORT OF THE ARTS CENTER'S PROGRAMMING, ART PRESERVE FUND, AND GENERAL OPERATING FUNDS.

    Expenses $3,200,000 · Grants $3,200,000

  • CREATION AND PRESERVATION PARTNERS, INC. - DISTRIBUTED TRUST INCOME IN SUPPORT OF BUILDING AND FACILITIES OPERATIONS AND EXPENSES, BENEFITING JOHN MICHAEL KOHLER ARTS CENTER, INC.

    Expenses $4,871,500 · Grants $4,871,500

  • LAWRENCE UNIVERSITY - DISTRIBUTED TRUST INCOME TO THE SCHOOL'S ENDOWMENT SUPPORTING RENOVATIONS.

    Expenses $800,000 · Grants $800,000

  • KNOX COLLEGE - SUPPORT SCHOLARSHIP EFFORTS OF THIS ORGANIZATION NAMED IN THE TRUST'S GOVERNING INSTRUMENT BY DISTRIBUTING INCOME TO THEM - $259,500LAKELAND UNIVERSITY - SUPPORT TEACHING SCHOLARS PROGRAM, PROMISE PROGRAM, AND SHEBOYGAN COUNTY SCHOLARS PROGRAM - $365,000

    Expenses $624,500 · Grants $624,500

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Laura Kohler

    CHAIRPERSON/TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Renee Boldt

    SECRETARY/TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Jeffrey P Cheney

    TREASURER/TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Michael Beeck

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Rachel Kohler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Maeve Quinn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Steve Woods

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
10 December 2025
IRS schema version
2024v5.2
Source object
202543449349300439

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.