Kohler Trust For Preservation
- Assets
- $8.0m
- Revenue
- $3.9m
- Investments
- $4.1m
- Employees
- 0
- Location
- Kohler, WI
- Founding
- 07/1990
- Data as of
- 01/2024
- EIN
- 39-1579803
Organization Overview
Kohler Trust For Preservation is located in Kohler, WI. The organization was established in 1990. According to its NTEE Classification (C60) the organization is classified as: Environmental Education, under the broad grouping of Environment and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Kohler Trust For Preservation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 01/2024, Kohler Trust For Preservation generated $3.9m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 8.1% each year. All expenses for the organization totaled $2.0m during the year ending 01/2024. While expenses have increased by 2.6% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Kohler Trust For Preservation has awarded 58 individual grants totaling $13,188,890. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
TO SUPPORT THE LISTED BENEFICIARIES IN THEIR CONSERVATION AND PRESERVATION EFFORTS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
WADE HOUSE - SUPPORT MARKETING AND OUTREACH, SUSTAIN THE HORSE PROGRAM, HORSE BARN, ARENA EQUIPMENT, AND ENDOWMENT.
SUPPORTS CONSERVATION AND PRESERVATION EFFORTS AND PROGRAMS OF THE ORGANIZATIONS NAMED IN THE TRUST'S GOVERNING INSTRUMENT BY COORDINATING RELATIONSHIPS BETWEEN BENEFICIARIES, PROVIDING RESEARCH, AND DISTRIBUTING INCOME TO THEM.
NATURE CONSERVANCY - SUPPORTING OAK WOODLAND RESTORATION AT SPRING GREEN PRESERVE, REMNANT OAK SAVANNA RESTORATION AT LULU LAKE PRESERVE, HABITAT RESTORATION AT MILITARY RIDGE PRAIRIE HERITAGE AREA AND SPRING GREEN PRESERVE, NATIVE PRAIRIE RESTORATION AT MILITARY RIDGE PRAIRIE HERITAGE AREA, AND STEWARDING CRITICAL HABITATS ACROSS WISCONSIN.
CHOATE ROSEMARY HALL - DISTRIBUTE TRUST INCOME TO THE SCHOOL'S ENDOWMENT THAT SUPPORTS THE SCHOOL'S KOHLER ENVIRONMENTAL CENTER AND ITS CONSERVATION, PRESERVATION AND PROGRAMMING EFFORTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Laura Kohler Chairperson/trustee | OfficerTrustee | 0.1 | $0 |
David Kohler Secretary/trustee | OfficerTrustee | 0.1 | $0 |
Susan Flader Trustee | Trustee | 0.1 | $0 |
George Koonce Trustee | Trustee | 0.1 | $0 |
Michael Reuter Trustee | Trustee | 0.1 | $0 |
Davor Grgic Trustee | Trustee | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $3,905,143 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $11,169 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,916,312 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,861,890 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $2,385 |
| Fees for services: Accounting | $8,368 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,623 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $4,392 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $1,999,326 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $841 |
| Savings and temporary cash investments | $14,455 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $3,894,133 |
| Investments—other securities | $4,104,417 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $8,013,846 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $8,013,846 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $8,013,846 |
Grants Awarded
Over the last fiscal year, Kohler Trust For Preservation has awarded $1,861,890 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
WADE HOUSE A HISTORIC SITE OF THE STATE HISTORICAL SOCIETY PURPOSE: MARKETING AND OUTREACH, HORSE PROGRAM, HORSE BARN, ARENA EQUIPMENT, AND ENDOWMENT. | $626,890 |
NATURE CONSERVANCY - WISCONSIN CHAPTER PURPOSE: OAK WOODLAND RESTORATION, REMNANT OAK SAVANNA RESTORATION, HABITAT RESTORATION, NATIVE PRAIRIE RESTORATION, AND STEWARDING CRITICAL HABITATS ACROSS WISCONSIN. | $355,000 |
CHOATE ROSEMARY HALL PURPOSE: CHOATE ROSEMARY HALL | $350,000 |
JOHN MICHAEL KOHLER ARTS CENTER INC PURPOSE: PRESERVATION AND CONSERVATION OF ART COLLECTIONS AND DATA GOVERNANCE. | $65,000 |
ALDO LEOPOLD FOUNDATION PURPOSE: LEOPOLD PINES, PRAIRIE, AND SERIES OF VIRTUAL AND IN-PERSON TALKS, PODCASTS, PROGRAMS, AND SOCIAL MEDIA. | $115,000 |
WISCONSIN HISTORICAL SOCIETY PURPOSE: COLLECTIONS PRESERVATION, CARE, AND ACCESS; STORYLINE DEVELOPMENT; AND STAFF DEVELOPMENT AND TRANSITIONAL COSTS. | $350,000 |