Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
KOHLER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)725X WOODLAKE RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KOHLER, WI53044
A Employer identification number

39-0810536
B Telephone number (see instructions)

(920) 458-1972
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$306,594,337J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 963 963  
4 Dividends and interest from securities... 4,570,119 4,570,119  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -416,662
b Gross sales price for all assets on line 6a 19,207,207
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 101,358 437  
12 Total. Add lines 1 through 11........ 4,255,778 4,571,519  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 510,200 0   510,200
15 Pension plans, employee benefits....... 180,390 0   180,390
16a Legal fees (attach schedule)......... Click to see attachment 480 240   240
b Accounting fees (attach schedule)....... Click to see attachment 13,278 6,639   6,639
c Other professional fees (attach schedule).... Click to see attachment 30,630 30,630   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 83,467 0   83,467
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 37,874 0   37,874
21 Travel, conferences, and meetings....... 16,315 0   16,315
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,060,186 90,546   3,969,640
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,932,820 128,055   4,804,765
25 Contributions, gifts, grants paid....... 882,629 2,377,044
26 Total expenses and disbursements. Add lines 24 and 25 5,815,449 128,055   7,181,809
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,559,671
b Net investment income (if negative, enter -0-) 4,443,464
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 24,570 24,179 24,179
2 Savings and temporary cash investments......... 64,155 5,410 5,410
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment0 242,266,140
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 56,412,268 Click to see attachment63,458,608 63,458,608
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet   0 0 840,000
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 56,500,993 63,488,197 306,594,337
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment517 Click to see attachment254
23 Total liabilities (add lines 17 through 22)......... 517 254
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 56,500,476 63,487,943
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 56,500,476 63,487,943
30 Total liabilities and net assets/fund balances (see instructions). 56,500,993 63,488,197
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
56,500,476
2
Enter amount from Part I, line 27a .....................
2
-1,559,671
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,547,138
4
Add lines 1, 2, and 3 ..........................
4
63,487,943
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
63,487,943
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 3,510 SH DBX ETF TR X-TRACKERS MSCI EAFE      
b 21,900 SH FIDELITY EMERGING MKTS INDX INSTL PREM      
c 1,620 SH FRANKLIN TEMPLETON ETF TR FTSE JAPAN      
d 4,520 SH INVESCO EQUALLY WEIGHTED S&P 500 R6      
e 82,073.121 SH ISHARES EDGE MSCI MIN VOL USA EFT      
4,880 SH ISHARES EDGE MSCI INTL MULTIFACTOR      
2,855 SH ISHARES TR MSCI AC ASIA ETF      
2,010 SH ISHARES TRUST CORE MSCI EAFE ETF      
47,686.392 SH SPDR SSGA US LARGE CAP LOW VOLATILITY      
160,530.119 SH VANGUARD DIV APPREC INDEX FD ADMIRAL SHS+      
12,390.835 SH VANGUARD INSTL INDEX INSTL PLUS      
520 SH VANGUARD SMALL CAP INDEX INSTL PLUS      
1,278 SH VANGUARD TOTAL INTNL STOCK INDEX INST PLUS      
1,320 SH VANGUARD TOTAL STOCK MARKET INSTL PLUS      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 117,987   89,469 28,518
b 251,254   224,694 26,560
c 44,203   43,027 1,176
d 295,332   258,228 37,104
e 4,533,353   5,231,182 -697,829
131,569   143,472 -11,903
223,178   146,546 76,632
133,178   105,679 27,499
4,415,431   5,259,722 -844,291
4,455,812   5,227,815 -772,003
4,096,995   2,526,870 1,570,125
128,540   95,222 33,318
156,141   147,414 8,727
224,234   124,529 99,705
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       28,518
b       26,560
c       1,176
d       37,104
e       -697,829
      -11,903
      76,632
      27,499
      -844,291
      -772,003
      1,570,125
      33,318
      8,727
      99,705
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -416,662
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 61,764
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 61,764
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 61,764
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 92,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 92,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 30,236
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet30,236 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWANDA BINTZLER Telephone no.bullet (920) 458-1972

    Located atbullet725X WOODLAKE RDKOHLERWI ZIP+4bullet53044
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NATALIE A BLACK PRESIDENT/DIRECTOR
    1.00     		0 0 0
    725X WOODLAKE RD
    KOHLER,WI53044
    JEFF CHENEY VICE PRESIDENT & TREASURER
    1.00     		0 0 0
    725X WOODLAKE RD
    KOHLER,WI53044
    MARGARET SURALIK SECRETARY/DIRECTOR
    1.00     		0 0 0
    725X WOODLAKE RD
    KOHLER,WI53044
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    LAURA ROENITZ EXECUTIVE DIRECTOR
    40.00     		103,249 15,368 0
    725X WOODLAKE RD
    KOHLER,WI53044
    WANDA BINTZLER ACCOUNTING MANAGER
    40.00     		77,166 31,019 0
    725X WOODLAKE RD
    KOHLER,WI53044
    BRIDGITT ZIELKE PROGRAM MANAGER
    40.00     		62,224 34,433 0
    725X WOODLAKE RD
    KOHLER,WI53044
    DANIEL SMITH SR. PRESERVATION MAN
    40.00     		57,273 6,123 0
    725X WOODLAKE RD
    KOHLER,WI53044
    ELIZABETH WIZA PRESERVATION COORDIN
    40.00     		45,812 10,839 0
    725X WOODLAKE RD
    KOHLER,WI53044
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 KOHLER FOUNDATION PROVIDES FOR THE PRESERVATION OF ART AND ARCHITECTURE 3,496,976
    2 KOHLER FOUNDATION PROVIDES FOR SCHOLARSHIPS TO QUALIFYING STUDENTS AND GRANTS TO ELIGIBLE CHARITIES 881,629
    3 KOHLER FOUNDATION PROVIDES FOR THE OPERATION OF THE WAELDERHAUS MUSEUM 123,138
    4 KOHLER FOUNDATION PROVIDES FOR CULTURAL PROGRAMS INCLUDING PLAYS, BALLETS AND MUSICALS 156,316
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    295,648,536
    b
    Average of monthly cash balances.......................
    1b
    368,654
    c
    Fair market value of all other assets (see instructions)................
    1c
    840,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    296,857,190
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    296,857,190
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,452,858
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    292,404,332
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    14,620,217
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    14,620,217
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    61,764
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    61,764
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    14,558,453
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    6,456
    5
    Add lines 3 and 4............................
    5
    14,564,909
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    14,564,909
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    7,181,809
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    7,181,809
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,181,809
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 14,564,909
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 5,773,619
    fTotal of lines 3a through e........ 5,773,619
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 7,181,809
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 7,181,809
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 5,773,619 5,773,619
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,609,481
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KOHLER FOUNDATION - EXEC DIRECTOR
    725X WOODLAKE ROAD
    KOHLER,WI53044
    (920) 458-1972
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    MARCH 15 AND SEPTEMBER 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABOVE & BEYOND CHILDREN'S MUSEUM
    902 N 8TH STREET
    SHEBOYGAN,WI53081     		N/A PC OCTOPUS SCULPTURE PARK 2,500
    AMERICAN PLAYERS THEATRE OF WI INC
    5950 GOLF COURSE ROAD
    SPRING GREEN,WI53588     		N/A PC APT EDUCATIONAL OUTREACH PROGRAMMING SERVING SCHOOLS IN RURAL WISCONSIN 3,000
    AMERICAN PLAYERS THEATRE OF WI INC
    5950 GOLF COURSE ROAD
    SPRING GREEN,WI53588     		N/A PC APT ANTI-RACISM WORKSHOPS IN RURAL SCHOOLS 5,000
    ARTS FOR ALL WISCONSIN INC
    1709 ABERG AVENUE NO 1
    MADISON,WI53704     		N/A PC CALL FOR ART / VIRTUAL ARTS EDUCATION 1,500
    ARTS WISCONSIN INC
    BOX 1054
    MADISON,WI53701     		N/A PC REMAKE LEARNING DAYS (RLD) 1,080
    ARTS WISCONSIN INC
    BOX 1054
    MADISON,WI53701     		N/A PC WISCONSIN RURAL PLACEMAKING INITIATIVE 1,500
    BENTON MUSEUM OF ART AT POMONA COLLEGE
    211 NORTH COLLEGE AVENUE
    CLAREMONT,CA91711     		N/A PC ART DONATION - JANICE LOWRY COLLECTION 25,400
    BIG BROTHERS BIG SISTERS OF SHEBOYGAN COUNTY
    2020 ERIE AVE
    SHEBOYGAN,WI53081     		N/A PC PROJECT REACH 5,000
    BIG BROTHERS BIG SISTERS OF SHEBOYGAN COUNTY
    632 NORTH 8TH STREET
    SHEBOYGAN,WI53081     		N/A PC SCHOOL-BASED (SB) MENTORING GOES VIRTUAL 5,000
    BOOKWORM GARDENS
    1415 CAMPUS DR
    SHEBOYGAN,WI53081     		N/A PC ART EXPOSURE AND INTERACTIONS DURING SPECIAL EVENTS 1,500
    BOOKWORM GARDENS
    1415 CAMPUS DR
    SHEBOYGAN,WI53081     		N/A PC NATURALIST TOOL KIT 2,500
    BOSTON UNIVERSITY
    881 COMMONWEALTH AVE
    BOSTON,MA02215     		N/A PC EDUCATIONAL SCHOLARSHIP 20,000
    BOWDOIN COLLEGE
    5420 COLLEGE STATION
    BRUNSWICK,ME04011     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    BOYS & GIRLS CLUB OF PORTAGE COUNTY
    941 MICHIGAN AVE
    STEVENS POINT,WI54481     		N/A PC BOYS & GIRLS CLUB - DREAMS OF STEAM 1,000
    BOYS & GIRLS CLUBS OF SHEBOYGAN COUNTY
    107 CEDAR STREET
    SHEBOYGAN FALLS,WI53085     		N/A PC FINE ARTS TARGETED PROGRAMMING 5,000
    BRIGHAM YOUNG UNIVERSITY
    A-41 ASB
    PROVO,UT846021014     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    BROWN UNIVERSITY
    BOX 1911
    PROVIDENCE,RI02912     		N/A PC EDUCATIONAL SCHOLARSHIP 16,667
    BUTLER UNIVERSITY
    4600 SUNSET AVENUE
    INDIANAPOLIS,IN46208     		N/A PC EDUCATIONAL SCHOLARSHIP 15,000
    CARLETON COLLEGE
    ONE NORTH COLLEGE STREET
    NORTHFIELD,MN55057     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    CARNEGIE-MELLON UNIVERSITY
    5000 FORBES AVENUE
    PITTSBURGH,PA15213     		N/A PC EDUCATIONAL SCHOLARSHIP 20,000
    CARROLL UNIVERSITY
    100 N EAST AVE
    WAUKESHA,WI53186     		N/A PC INDEPENDENT COLLEGE GRANT 25,000
    CARROLL UNIVERSITY
    100 NORTH EAST AVENUE
    WAUKESHA,WI53186     		N/A PC ART DONATION - JOHN COLT COLLECTION 7,900
    CASE WESTERN RESERVE UNIVERSITY
    10900 EUCLID AVENUE
    CLEVELAND,OH44106     		N/A PC EDUCATIONAL SCHOLARSHIP 25,526
    CEDARBURG ART MUSEUM & SOCIETY INC
    W63N675 WASHINGTON AVE
    CEDARBURG,WI53012     		N/A PC VALUE OF ART 1,000
    CLEMSON
    G-08 SIKES HALL BOX 345307
    CLEMSON,SC29634     		N/A PC EDUCATIONAL SCHOLARSHIP 2,500
    COLLEGE OF WILLIAM & MARY
    PO BOX 8795
    WILLIAMSBURG,VA23187     		N/A PC EDUCATIONAL SCHOLARSHIP 9,375
    COLORADO STATE UNIVERSITY
    6015 CAMPUS DELIVERY
    FORT COLLINS,CO80523     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    COLORADO STATE
    6015 CAMPUS DELIVERY
    FORT COLLINS,CO80523     		N/A PC EDUCATIONAL SCHOLARSHIP 2,500
    COLUMBUS MUSEUM OF ART
    480 EAST BROAD STREET
    COLUMBUS,OH43215     		N/A PC ART DONATION - RALPH FASANELLA 24,125
    CROCKER ART MUSEUM
    216 O STREET
    SACRAMENTO,CA95814     		N/A PC ART DONATION - JANICE LOWRY COLLECTION 5,200
    DEPAUL UNIVERSITY
    1 E JACKSON BLVD
    CHICAGO,IL60604     		N/A PC EDUCATIONAL SCHOLARSHIP 10,000
    DEPAUL UNIVERSITY
    2320 NORTH KENMORE AVENUE
    CHICAGO,IL60614     		N/A PC ART DONATION - JUDITH ROTH COLLECTION 5,800
    DORDT COLLEGE
    498 4TH AVE NE
    SIOUX CENTER,IA51250     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    DRIVER OPERA HOUSE RESTORATION INC
    250 MAIN STREET
    DARLINGTON,WI53530     		N/A PC CELEBRATE, PARTNER, AND ENGAGE WITH OUR LATINO NEIGHBORS! 2,500
    EAGLE RIVER HISTORICAL SOCIETY
    1181 HWY 45 S
    EAGLE RIVER,WI54521     		N/A PC SUMMER HISTORY SERIES 1,000
    EDUCATIONAL FOUNDATION OF BIRCHWOOD
    300 SWILSON STREET
    BIRCHWOOD,WI54817     		N/A PC MS SCIENCE OLYMPIAD 1,000
    ELON UNIVERSITY
    PO BOX 398
    ELON,NC27244     		N/A PC EDUCATIONAL SCHOLARSHIP 10,000
    FAMILY RESOURCE CENTER OF SHEBOYGAN COUNTY
    1500 DOUGLAS DRIVE SUITE B
    PLYMOUTH,WI53073     		N/A PC CHROMEBOOKS TO HELP LOW-INCOME LITERACY COUNCIL ADULT STUDENTS 4,000
    FAMILY RESOURCE CENTER OF SHEBOYGAN COUNTY
    1500 DOUGLAS DRIVE SUITE B
    PLYMOUTH,WI53073     		N/A PC CHILDREN'S BOOKS FOR PARENTS AS TEACHERS (PAT) FAMILIES 2,500
    FLORIDA SOUTHERN COLLEGE
    111 LAKE HOLLINGSWORTH DR
    LAKELAND,FL33801     		N/A PC EDUCATIONAL SCHOLARSHIP 10,000
    FRIENDS OF ANOKIJIG INC
    W5639 ANOKIJIG LN
    PLYMOUTH,WI53703     		N/A PC ARTS AND CRAFTS DECK ADDITION 2,500
    GEORGIA INSTITUTE OF TECHNOLOGY
    225 NORTH AVE
    ATLANTA,GA30322     		N/A PC EDUCATIONAL SCHOLARSHIP 25,000
    GEORGIA MUSEUM OF ART
    90 CARLTON STREET
    ATHENS,GA30602     		N/A PC ART DONATION - STELLA WAITZKIN CENTENNIAL 8,500
    GRAND CANYON UNIVERSITY
    PO BOX 11590
    PHOENIX,AZ85061     		N/A PC EDUCATIONAL SCHOLARSHIP 10,000
    GUS LEGACY FOUNDATION
    5230 NORTH CLARK STREET
    CHICAGO,IL60640     		N/A PC ART DONATION - JUDITH ROTH COLLECTION 2,100
    HARVARD UNIVERSITY
    1350 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138     		N/A PC EDUCATIONAL SCHOLARSHIP 7,500
    HUBBARD STREET DANCE CHICAGO
    1147 WEST JACKSON BOULEVARD
    CHICAGO,IL60607     		N/A PC ART DONATION - JUDITH ROTH COLLECTION 7,800
    ILLINOIS STATE UNIVERSITY
    100 NORTH UNIVERSITY STREET
    NORMAL,IL61761     		N/A PC ART DONATION - JUDITH ROTH COLLECTION 3,200
    IOWA STATE UNIVERSITY
    0210 BEARDSHEAR HALL
    AMES,IA50011     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    JACK S BLANTON MUSEUM OF ART
    200 EAST MARTIN LUTHER KING
    BOULEVARD
    AUSTIN,TX78712     		N/A PC ART DONATION - STELLA WAITZKIN CENTENNIAL 18,800
    JOHN JAY COLLEGE OF CRIMINAL JUSTICE
    524 WEST 59TH STREET
    NEW YORK,NY10019     		N/A PC EDUCATIONAL SCHOLARSHIP 7,820
    JOHN MICHAEL KOHLER ARTS CENTER
    608 NEW YORK AVENUE
    SHEBOYGAN,WI53081     		N/A PC OPERATIONS AND PROGRAMS 50,000
    JOHN MICHAEL KOHLER ARTS CENTER
    608 NEW YORK AVENUE
    SHEBOYGAN,WI53081     		N/A PC ART DONATION - ALVA GENE DEXHEIMER 3,000
    JOHN MICHAEL KOHLER ARTS CENTER
    608 NEW YORK AVENUE
    SHEBOYGAN,WI53081     		N/A PC KFI FELLOWSHIP 10,000
    JOHN MICHAEL KOHLER ARTS CENTER
    608 NEW YORK AVENUE
    SHEBOYGAN,WI53081     		N/A PC WORKING TITLE: GOOD ROAD TO FOLLOW COMMUNITY DAY 2,500
    JOHN MICHAEL KOHLER ARTS CENTER
    608 NEW YORK AVENUE
    SHEBOYGAN,WI53081     		N/A PC ART DONATION - JAMES TELLEN NATIVITY 4,650
    LAKELAND UNIVERSITY
    W3718 SOUTH DRIVE
    PLYMOUTH,WI53073     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    LAKESHORE PRODUCTIONS INC
    675 WOLF RD
    RANDOM LAKE,WI53075     		N/A PC NON PROFIT COMMUNITY THEATRE 2,500
    LAWRENCE UNIVERSITY
    711 EAST BOLDT WAY
    APPLETON,WI54911     		N/A PC EDUCATIONAL SCHOLARSHIP 17,500
    LAWTON GALLERY OF UW-GREEN BAY
    2420 NICOLET DRIVE
    GREEN BAY,WI54311     		N/A PC ART DONATION - JUDITH ROTH COLLECTION 6,300
    LAWTON GALLERY OF UW-GREEN BAY
    2420 NICOLET DRIVE
    GREEN BAY,WI54311     		N/A PC ART DONATION - JOHN COLT COLLECTION 10,200
    LIBERTY UNIVERSITY
    1971 UNIVERSITY BLVD
    LYNCHBURG,VA24515     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    LOYOLA UNIVERSITY CHICAGO
    6339 N SHERIDAN RD
    CHICAGO,IL60660     		N/A PC EDUCATIONAL SCHOLARSHIP 13,125
    LOYOLA UNIVERSITY
    1032 W SHERIDAN ROAD
    CHICAGO,IL60660     		N/A PC ART DONATION - JUDITH ROTH COLLECTION 550
    LUTHER COLLEGE
    700 COLLEGE DRIVE
    DECORAH,IA52101     		N/A PC EDUCATIONAL SCHOLARSHIP 4,000
    LUXEMBOURG AMERICAN CULTURAL SOCIETY INC
    100 PETER THEIN AVE
    BELGIUM,WI53004     		N/A PC LUXEMBOURG AMERICAN JOURNEY: A HISTORY MAPPING PROJECT 1,000
    MARIAN UNIVERSITY
    45 SOUTH NATIONAL AVENUE
    FOND DU LAC,WI54935     		N/A PC ART DONATION - JOHN COLT COLLECTION 46,950
    MARIAN UNIVERSITY
    45 SOUTH NATIONAL AVENUE
    FOND DU LAC,WI54935     		N/A PC ART DONATION - BARBARA MANGER 12,400
    MARIAN UNIVERSITY
    45 SOUTH NATIONAL AVENUE
    FOND DU LAC,WI54935     		N/A PC ART DONATION - GEORG VIHOS 3,600
    MARIAN UNIVERSITY
    45 SOUTH NATIONAL AVENUE
    FOND DU LAC,WI54935     		N/A PC ART DONATION - JUDITH ROTH COLLECTION 243,530
    MARIAN UNIVERSITY
    45 SOUTH NATIONAL AVENUE
    FOND DU LAC,WI54935     		N/A PC ART DONATION - SALLY DUBACK MOSAIC AND PAINTINGS 51,525
    MARQUETTE UNIVERSITY
    PO BOX 1881
    MILWAUKEE,WI53201     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    MATHIAS ART GALLERY OF UW- MILWAUKEE
    3203 NORTH DOWNER AVE
    MILWAUKEE,WI53211     		N/A PC ART DONATION - JOHN COLT COLLECTION 6,200
    MILLER ART MUSEUM
    107 SOUTH 4TH AVENUE
    STURGEON BAY,WI54235     		N/A PC ART DONATION - JUDITH ROTH COLLECTION 33,715
    MILWAUKEE INSTITUTE OF ART & DESIGN
    273 E ERIE ST
    MILWAUKEE,WI53202     		N/A PC EDUCATIONAL SCHOLARSHIP 8,000
    MILWAUKEE INSTITUTE OF ART AND DESIGN
    273 E ERIE ST
    MILWAUKEE,WI53202     		N/A PC EDUCATIONAL SCHOLARSHIP 10,000
    MT HOLYOKE COLLEGE
    50 COLLEGE STREET
    SOUTH HADLEY,MA01075     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    MUSEUM OF ARTS & DESIGN NY
    2 COLUMBUS CIRCLE
    NEW YORK,NY10019     		N/A PC ART DONATION - DORIAN ZACHAI 222,800
    MUSEUM OF WISCONSIN ART
    205 VETERANS AVENUE
    WEST BEND,WI53012     		N/A PC WINTER WEEK 2020 1,500
    MUSKEGON MUSEUM OF ART
    296 WEBSTER AVENUE
    MUSKEGON,WI49440     		N/A PC ART DONATION - JOHN COLT COLLECTION 3,300
    NATIONAL INVENTORS HALL OF FAME INC
    3701 HIGHLAND PARK NW
    NORTH CANTON,OH44720     		N/A PC CAMP INVENTION STEM SUMMER PROGRAM IN SHEBOYGAN COUNTY 2,500
    NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA-STATE OF WI
    1490 AGENCY HOUSE RD
    PORTAGE,WI53901     		N/A PC STORIES OF THE LAND 1,500
    NORTHWEST PASSAGE LTD
    7417 N BASS LAKE RD
    WEBSTER,WI54893     		N/A PC IN A NEW LIGHT: ARTIST IN RESIDENCE 1,500
    NORTHWESTERN UNIVERSITY - ORANGE CITY IA
    101 7TH ST SW
    ORANGE CITY,IA51041     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    NORTHWESTERN UNIVERSITY
    PO BOX 3060
    EVANSTON,IL60204     		N/A PC EDUCATIONAL SCHOLARSHIP 3,890
    NOTRE DAME
    115 MAIN BUILDING
    NOTRE DAME,IN46556     		N/A PC EDUCATIONAL SCHOLARSHIP 7,500
    NOURISH FARMS INC
    100 ALFRED MILEY AVE
    SHEBOYGAN FALLS,WI53085     		N/A PC EDUCATIONAL ACTIVITY KITS 2,500
    OPERA FOR THE YOUNG INC
    6441 ENTERPRISE LN STE 207
    MADISON,WI53719     		N/A PC OPERA FOR THE YOUNGS HANSEL AND GRETEL IN SHEBOYGAN SCHOOLS 1,500
    ORLANDO MUSEUM OF ART
    2416 NORTH MILLS AVENUE
    ORLANDO,FL32803     		N/A PC ART DONATION - STELLA WAITZKIN CENTENNIAL 12,500
    PARTNERS FOR COMMUNITY DEVELOPMENT INC
    1407 S 13TH STREET
    SHEBOYGAN,WI53081     		N/A PC PARTNERS FOR COMMUNITY SERVICES 1,000
    PECATONICA EDUCATIONAL CHARITABLE FOUNDATION INC
    7087 STATE ROAD 39
    HOLLANDALE,WI53544     		N/A PC GRANDVIEW WINTER ACADEMY 2020 2,500
    PECATONICA EDUCATIONAL CHARITABLE FOUNDATION INC
    7351 STATE ROAD 39
    HOLLANDALE,WI53544     		N/A PC GRANDVIEW SUMMER ACADEMY 2,500
    PEORIA ARTS GUILD
    203 HARRISON STREET
    PEORIA,IL60602     		N/A PC ART DONATION - JUDITH ROTH COLLECTION 82,150
    PLYMOUTH ART FOUNDATION INC
    520 EAST MILL STREET
    PLYMOUTH,WI53073     		N/A PC PLYMOUTH ART CENTER GALLERY ENHANCEMENT PROJECT 2,000
    PORT WASHINGTON SAUKVILLE ARTS COUNCIL
    211 N FRANKLIN STREET
    PORT WASHINGTON,WI53074     		N/A PC PAPERMAKING AT STUDIO 224 1,000
    PORTLAND ART MUSEUM
    7 CONGRESS STREET
    PORTLAND,ME04101     		N/A PC ART DONATION - STELLA WAITZKIN CENTENNIAL 14,000
    PRINCETON UNIVERSITY
    PO BOX 591
    PRINCETON,NJ08542     		N/A PC EDUCATIONAL SCHOLARSHIP 2,500
    PRINCETON UNIVERSITY
    PRINCETON UNIVERSITY
    PRINCETON,NJ08544     		N/A PC ART DONATION - KAREN FITZGERALD TONDOS AND PORTFOLIOS 3,975
    RACINE ART MUSEUM
    441 MAIN STREET
    RACINE,WI53403     		N/A PC ART DONATION - DAVID HARPER 2020 81,000
    RACINE ART MUSEUM
    441 MAIN STREET
    RACINE,WI53403     		N/A PC ART DONATION - DAVID BECK 249,300
    RACINE ART MUSEUM
    441 MAIN STREET
    RACINE,WI53403     		N/A PC ART DONATION - JUDITH ROTH COLLECTION 36,100
    RAHR WEST ART MUSEUM
    610 NORTH 8TH STREET
    MANITOWOC,WI54220     		N/A PC ART DONATION - JUDITH ROTH COLLECTION 11,150
    RAHR WEST ART MUSEUM
    610 NORTH 8TH STREET
    MANITOWOC,WI54220     		N/A PC ART DONATION - KAREN FITZGERALD TONDOS AND PORTFOLIOS 4,000
    RCS EMPOWERS
    1607 GEELE AVENUE
    SHEBOYGAN,WI53083     		N/A PC ANNUAL RCS EMPOWERS PLAY IN 2020 "SHREK JR" 2,700
    RHODE ISLAND SCHOOL OF DESIGN
    20 WASHINGTON PLACE
    PROVIDENCE,RI02903     		N/A PC EDUCATIONAL SCHOLARSHIP 8,750
    RIPON COLLEGE
    300 WEST SEWARD STEET
    RIPON,WI54971     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    SCHOOL DISTRICT OF HOWARDS GROVE
    506 KENNEDY AVE
    HOWARDS GROVE,WI53083     		N/A PC DIY TIGER DEN STEAM INITIATIVE 1,000
    SCHOOL DISTRICT OF RIB LAKE
    1200 NORTH ST
    RIB LAKE,WI54470     		N/A PC HIGH SCHOOL KILN 4,000
    SHAKE RAG ALLEY INC
    18 SHAKE RAG ST
    MINERAL POINT,WI53565     		N/A PC SHAKE RAG ALLEY ARTS AND CRAFTS SAMPLER 2,000
    SHEBOYGAN AREA SCHOOL DISTRICT
    830 VIRGINIA AVE
    SHEBOYGAN,WI53081     		N/A PC ELEMENTARY MUSIC SOUND SYSTEM 2,000
    SHEBOYGAN COUNTY HISTORICAL RESEARCH CENTER
    518 WATER STREET
    SHEBOYGAN FALLS,WI53085     		N/A PC 2021 HISTORY SYMPOSIUM 3,000
    SHEBOYGAN COUNTY HISTORICAL RESEARCH CENTER
    518 WATER STREET
    SHEBOYGAN FALLS,WI53085     		N/A PC ANNUAL HISTORY SYMPOSIUM 3,000
    SHEBOYGAN COUNTY INTERFAITH ORGANIZATION
    1251 GEELE AVENUE
    SHEBOYGAN,WI53083     		N/A PC BRIDGEWAY ARTS & WELLNESS ENRICHMENT 3,000
    SHEBOYGAN NORTH HIGH SCHOOL
    2926 N 10TH STREET
    SHEBOYGAN,WI53083     		N/A PC ART EMPOWERS ALL: A SPRINGBOARD INTO COLLABORATION, COLLEGE, AND CAREER READINESS 2,000
    SHEBOYGAN NORTH HIGH SCHOOL
    2926 N 10TH STREET
    SHEBOYGAN,WI53083     		N/A PC ART EMPOWERS ALL: A SPRINGBOARD INTO COLLABORATION, COLLEGE, AND CAREER READINESS 2,000
    SHEBOYGAN SYMPHONY ORCHESTRA
    830 N 8TH STREET
    SHEBOYGAN,WI53081     		N/A PC STUDENT INSTRUMENT NEEDS 2,500
    ST LOUIS UNIVERSITY
    1 GRAND BLVD
    ST LOUIS,MO63103     		N/A PC EDUCATIONAL SCHOLARSHIP 10,000
    ST NORBERT COLLEGE
    100 GRANT STREET
    DEPERE,WI45115     		N/A PC ART DONATION - TED CZEBOTAR 16,500
    ST NORBERT COLLEGE
    100 GRANT STREET
    DEPERE,WI45115     		N/A PC ART DONATION - JOHN COLT COLLECTION 24,375
    ST NORBERT COLLEGE
    100 GRANT STREET
    DEPERE,WI54115     		N/A PC EDUCATIONAL SCHOLARSHIP 10,000
    STANFORD UNIVERSITY
    355 GALVEZ STREET
    STANFORD,CA94305     		N/A PC EDUCATIONAL SCHOLARSHIP 20,000
    SYRACUSE UNIVERSITY ART MUSEUM
    SHAFFER ART BUILDING
    SYRACUSE,NY13244     		N/A PC ART DONATION - STELLA WAITZKIN CENTENNIAL 13,500
    THE ART GALLERY OF UNIVERSITY OF MAINE-MACHIAS
    116 OBRIEND AVENUE
    MACHIAS,ME04654     		N/A PC ART DONATION - STELLA WAITZKIN CENTENNIAL 30,500
    THE BLOCK MUSEUM OF ART OF NORTHWESTERN UNIVERSITY
    40 ARTS CIRCLE DRIVE
    EVANSTON,IL60208     		N/A PC ART DONATION - JUDITH ROTH COLLECTION 600
    THE COLUMBUS MUSEUM OF ART
    1251 WYNN ROAD
    COLUMBUS,GA31906     		N/A PC ART DONATION - STELLA WAITZKIN CENTENNIAL 14,500
    THE ETUDE GROUP
    834 VIRGINIA AVENUE
    SHEBOYGAN,WI53081     		N/A PC MAKER BREAK PROGRAM 2,500
    THE WAREHOUSE INC
    107 S RAILAOAD STREET
    EAGLE RIVER,WI54521     		N/A PC THE ART OF BREATHING 1,000
    TWO RIVERS HISTORICAL SOCIETY - HAMILTON WOOD TYPE & PRINTING MUSEUM
    1816 10TH STREET
    TWO RIVERS,WI54241     		N/A PC WAYZGOOSE CONFERENCE 2020 TECHNOLOGY SUPPORT 3,100
    UNIVERSITY OF ARIZONA
    1401 E UNIVERSITY BLVD
    TUSCON,AZ85721     		N/A PC EDUCATIONAL SCHOLARSHIP 2,500
    UNIVERSITY OF CALIFORNIA BERKELEY
    110 SPROUL HALL 5800
    BERKELEY,CA94720     		N/A PC ART DONATION - KAREN FITZGERALD TONDOS AND PORTFOLIOS 3,975
    UNIVERSITY OF CHICAGO
    1115 E 58TH STREET
    CHICAGO,IL60637     		N/A PC EDUCATIONAL SCHOLARSHIP 6,250
    UNIVERSITY OF DENVER
    2197 S UNIVERSITY BLVD
    DENVER,CO80210     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    UNIVERSITY OF MICHIGAN - SCHOOL OF MUSIC
    515 E JEFFERSON ST
    ANN ARBOR,MI48109     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    UNIVERSITY OF MINNESOTA - TWIN CITIES
    106 PLEASANT STREET SE
    MINNEAPOLIS,MN55455     		N/A PC EDUCATIONAL SCHOLARSHIP 15,000
    UNIVERSITY OF NEBRASKA
    130 POUND HALL
    LINCOLN,NE68588     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS
    1533 S MAIN ST
    WINSTONSALEM,NC27127     		N/A PC EDUCATIONAL SCHOLARSHIP 4,375
    UNIVERSITY OF NOTRE DAME
    115 MAIN BUILDING
    NOTRE DAME,IN46556     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    UNIVERSITY OF OKLAHOMA
    1000 ASP AVE
    NORMAN,OK73019     		N/A PC EDUCATIONAL SCHOLARSHIP 2,500
    UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT STREET
    PHILADELPHIA,PA19104     		N/A PC EDUCATIONAL SCHOLARSHIP 36,042
    UNIVERSITY OF ST THOMAS
    2115 SUMMIT AVE
    ST PAUL,MN55105     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400204
    CHARLOTEVILLE,VA22904     		N/A PC EDUCATIONAL SCHOLARSHIP 10,000
    UNIVERSITY OF WISCONSIN - MADISON
    780 REGENT ST STE
    MADISON,WI53715     		N/A PC EDUCATIONAL SCHOLARSHIP 81,917
    UNIVERSITY OF WISCONSIN - MILWAUKEE
    PO BOX 500
    MILWAUKEE,WI53201     		N/A PC EDUCATIONAL SCHOLARSHIP 12,362
    UNIVERSITY OF WISCONSIN - STOUT
    712 SOUTH BROADWAY ST
    MENOMINEE,WI54751     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    UNIVERSITY OF WISCONSIN ART EXCHANGE
    500 LINCOLN DRIVE
    MADISON,WI53706     		N/A PC ART DONATION - KAREN FITZGERALD TONDOS AND PORTFOLIOS 49,920
    UNIVERSITY OF WISCONSIN PLATTEVILLE FOUNDATION
    1 UNIVERSITY PLAZA
    PLATTEVILLE,WI53818     		N/A PC ART DONATION - SALLY DUBACK MOSAIC AND PAINTINGS 46,900
    UNIVERSTIY OF WISCONSIN - MILWAUKEE LIBRARIES
    2311 EAST HARTFORD AVE
    MILWAUKEE,WI53211     		N/A PC ART DONATION - KAREN FITZGERALD TONDOS AND PORTFOLIOS 3,975
    UW-MADISON - GRADUATE SCHOOL
    500 LINCOLN DRIVE
    MADISON,WI53706     		N/A PC FELLOWSHIP 15,000
    UW-MADISON - KOHLER ART LIBRARY
    800 UNIVERSITY AVENUE
    MADISON,WI53706     		N/A PC FUNDING FOR BOOKS ON MINORITY ART AND ARTISTS 2,000
    UW-MADISON
    800 UNIVERSITY AVENUE
    MADISON,WI53706     		N/A PC KFI FELLOWSHIP 25,000
    VALPARAISO UNIVERSITY
    1700 CHAPEL DRIVE
    VALPARAISO,IN46383     		N/A PC EDUCATIONAL SCHOLARSHIP 10,000
    VISIT SHEBOYGAN STEAM INC
    826 S 8TH STREET SUITE 2
    SHEBOYGAN,WI53081     		N/A PC VISIT SHEBOYGAN STEAM: COLLABORATIVE CLASSROOM FURNITURE AND EQUIPTMENT 5,000
    VITERBO UNIVERSITY
    900 VITERBO DRIVE
    LACROSSE,WI54601     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    VOCES DE LA FRONTERA
    1027 S 5TH ST
    MILWAUKEE,WI53204     		N/A PC TU VOZ ES PODER 1,000
    WADE HOUSE HISTORIC SITE
    W7965 STATE HIGHWAY 23
    GREENBUSH,WI53026     		N/A PC HORSE TRANSPORTATION 7,000
    WADE HOUSE HISTORIC SITE
    W7965 STATE HWY 23
    GREENBUSH,WI53026     		N/A PC SOUNDS FROM THE PAST: ADDING MUSIC TO SPECIAL EVENTS AT WADE HOUSE 2,400
    WAGNER COLLEGE
    ONE CAMPUS ROAD
    STATEN ISLAND,NY10301     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    WAKE FOREST
    PO BOX 7246
    WINSTONSALEM,NC27109     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    WASHINGTON UNIVERSITY IN ST LOUIS
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130     		N/A PC EDUCATIONAL SCHOLARSHIP 10,000
    WEILL CENTER FOUNDATION INC
    826 N 8TH ST
    SHEBOYGAN,WI53081     		N/A PC BILL BLAGG - THE SCIENCE OF MAGIC 5,000
    WELLESLEY COLLEGE
    106 CENTRAL STREET
    WELLESLEY,MA02481     		N/A PC EDUCATIONAL SCHOLARSHIP 7,500
    WHEATON COLLEGE OF ARTS AND SCIENCE
    501 COLLEGE AVE
    WHEATON,IL60187     		N/A PC EDUCATIONAL SCHOLARSHIP 5,000
    WHEATON COLLEGE
    501 COLLEGE AVE
    WHEATON,IL60187     		N/A PC EDUCATIONAL SCHOLARSHIP 10,000
    WISCONSIN MUSEUM OF QUILTS & FIBER ARTS INC
    N50 W5050 PORTLAND ROAD
    CEDARBURG,WI53012     		N/A PC FRIDAY VIRTUAL LUNCHTIME CHATS 750
    ZILLMAN ART MUSEUM AT UNIVERSITY OF MAINE
    40 HARLOW STREET
    BANGOR,ME04401     		N/A PC ART DONATION - STELLA WAITZKIN CENTENNIAL 37,950
    Total .................................bullet 3a 2,377,044
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 963  
    4 Dividends and interest from securities....     14 4,570,119  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -416,662  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS INCOME     		  94,465 01    
    bRECOVERIES OF AMOUNTS TREATED AS DISTRIBUTIONS   5,456 01    
    cRETURN OF GRANT   1,000 01    
    dMISCELLANEOUS INCOME   437 01    
    e
    12 Subtotal. Add columns (b), (d), and (e).. 101,358 4,154,420 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,255,778
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    KOHLER FOUNDATION INC
    EIN:
    39-0810536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEES 13,278 6,639   6,639

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KOHLER FOUNDATION INC
    EIN:
    39-0810536
    Name of Stock End of Year Book Value End of Year Fair Market Value
    KOHLER STOCK SERIES A 0 234,997,020
    KOHLER STOCK SERIES B 0 7,269,120

    TY 2020 InvestmentsOtherSchedule2
    Name:
    KOHLER FOUNDATION INC
    EIN:
    39-0810536
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DBX ETF TR X-TRACKERS MSCI EAFE FMV 2,838,893 2,838,893
    FIDELITY CASH RESERVES FMV 124,435 124,435
    FIDELITY EMERGING MKTS INDX INSTL PREM FMV 6,642,522 6,642,522
    FRANKLIN TEMPLETON ETF TR FTSE JAPAN FMV 1,131,529 1,131,529
    INVESCO EQUALLY WEIGHTED S&P 500 R6 FMV 8,905,884 8,905,884
    ISHARES TR MSCI AC ASIA ETF FMV 6,073,661 6,073,661
    ISHARES TRUST CORE MSCI EAFE ETF FMV 3,302,092 3,302,092
    VANGUARD INSTL INDEX INSTL CLASS PLUS FMV 10,860,585 10,860,585
    VANGUARD SMALL CAP INDEX INSTL PLUS FMV 4,385,596 4,385,596
    VANGUARD TOTAL INTNL STOCK INDEX INST PLUS FMV 3,974,413 3,974,413
    VANGUARD TOTAL STOCK MARKET INSTL PLUS FMV 12,048,623 12,048,623
    ISHARES EDGE MSCI MULTIFACTOR FMV 3,170,375 3,170,375

    TY 2020 LegalFeesSchedule
    Name:
    KOHLER FOUNDATION INC
    EIN:
    39-0810536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 480 240   240


    TY 2020 OtherExpensesSchedule
    Name:
    KOHLER FOUNDATION INC
    EIN:
    39-0810536
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EQUIPMENT EXPENSE 1,482 0   1,482
    INSURANCE - GENERAL 15,446 0   15,446
    INVESTMENT MANAGEMENT FEES 90,546 90,546   0
    MAINT & GROUNDS - WAELDERHAUS 18,016 0   18,016
    MEMBERSHIP ADMINISTRATION 4,484 0   4,484
    MISCELLANEOUS EXPENSES 13,692 0   13,692
    POSTAGE 1,928 0   1,928
    PRESERVATION ADMINISTRATIVE EXPENSES 112,769 0   112,769
    PRESERVATION EXPENSES 3,496,499 0   3,496,499
    REPAIR 58,731 0   58,731
    SCHOLARSHIP EXPENSE 1,460 0   1,460
    SERVICE FEES 9,368 0   9,368
    SUPPLIES 9,547 0   9,547
    UTILITIES 22,916 0   22,916
    WAREHOUSE 46,986 0   46,986
    DGS CULTURAL PROGRAMS 156,316 0   156,316


    TY 2020 OtherIncomeSchedule2
    Name:
    KOHLER FOUNDATION INC
    EIN:
    39-0810536
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 94,465   94,465
    RECOVERIES OF AMOUNTS TREATED AS DISTRIBUTIONS 5,456   5,456
    RETURN OF GRANT 1,000   1,000
    MISCELLANEOUS INCOME 437 0 437


    TY 2020 OtherIncreasesSchedule
    Name:
    KOHLER FOUNDATION INC
    EIN:
    39-0810536
    Description Amount
    UNREALIZED GAIN/LOSS ON INVESTMENTS 8,547,138


    TY 2020 OtherLiabilitiesSchedule
    Name:
    KOHLER FOUNDATION INC
    EIN:
    39-0810536
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER LIABILITIES 517 254


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    KOHLER FOUNDATION INC
    EIN:
    39-0810536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    APPRAISAL FEES 30,630 30,630   0


    TY 2020 TaxesSchedule
    Name:
    KOHLER FOUNDATION INC
    EIN:
    39-0810536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 40,572 0   40,572
    EXCISE TAXES 42,895 0   42,895