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← THE@FREDERIC AND HERB KOHLER TRUST FOR EDUCATION ADVANTAGE

Form 990 for tax year 2024

Filed by THE@FREDERIC AND HERB KOHLER TRUST FOR EDUCATION ADVANTAGE.

Totals

Total revenue
$872,586
Total expenses
$827,984
Contributions and grants received
$0
Grants paid
$824,796
Program service revenue
$0
Investment income
$872,586
Other revenue
$0
Total assets, end of year
$1,239,859
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,239,859
Program services expenses (Part IX)
$824,796
Management and general expenses
$3,188
Fundraising expenses
$0
Program service expenses (Part III)
$824,796

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 $872,586 · excluded $872,586

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $824,796 · program services $824,796

  • 11c · Fees: accounting

    total $1,177 · management and general $1,177

  • 11f · Fees: investment management

    total $1,336 · management and general $1,336

  • 24a · Other expenses: ADMINISTRATIVE

    total $675 · management and general $675

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $333 · end of year $997

  • 2 · Savings and temporary cash investments

    beginning of year $50,850 · end of year $6,013

  • 11 · Investments: publicly traded securities

    beginning of year $1,033,680 · end of year $1,232,849

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,084,863 · end of year $1,239,859

Mission and programs · 2024

Mission

ENGAGE IN AND CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF THE KOHLER PUBLIC SCHOOL DISTRICT AND THE JOHN MICHAEL KOHLER ARTS CENTER, INC. INCLUDING DISTRIBUTING NET INCOME TO SAID SUPPORTED ORGANIZATIONS.

Activities or mission (Part I)

THE TRUST WAS ORGANIZED TO ENGAGE IN AND CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF THE KOHLER PUBLIC SCHOOL DISTRICT AND THE JOHN MICHAEL KOHLER ARTS CENTER, INC. INCLUDING DISTRIBUTING NET INCOME TO SAID SUPPORTED ORGANIZATIONS.

  • ENGAGE IN AND CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF THE KOHLER PUBLIC SCHOOL DISTRICT INCLUDING DISTRIBUTING NET INCOME TO SAID SUPPORTED ORGANIZATIONS.

    Expenses $700,000 · Grants $700,000

  • ENGAGE IN AND CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF THE JOHN MICHAEL KOHLER ARTS CENTER, INC. INCLUDING DISTRIBUTING NET INCOME TO SAID SUPPORTED ORGANIZATIONS.

    Expenses $124,796 · Grants $124,796

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

Listed in Part VII

  • Lisa Greene

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Maeve Quinn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Natasha Rowell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Laura Kohler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nina Kohler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    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

  • KOHLER PUBLIC SCHOOL DISTRICT

    $700,000

    INFORMATION TECHNOLOGY, TECHNOLOGY EDUCATION, FACILITIES & GROUNDS, STAFF RETENTION, TEACHER DEVELOPMENT AND COMMUNITY FITNESS CENTER.

  • JOHN MICHAEL KOHLER ARTS CENTER INC

    $124,796

    GENERAL OPERATING

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202513219349303546

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