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Nonprofit · EIN 20-0497413

JOHN M KOHLER FOUNDATION INC

Tax-exempt · MILWAUKEE, WI 53201

Financials

$1.2M$3.8M2023$1.3M$3.3M2024
Revenue Expenses · by fiscal year end
Financials of JOHN M KOHLER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,275,839$3,331,423-$2,055,584$41,028,203$0$41,028,203
December 31, 2023990-PF$1,230,557$3,786,612-$2,556,055$43,067,805$0$43,067,805
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$67
Dividends
$1,188,575
Net gain from sales of assets
$86,121
Other income
$1,076

Expenses

Grants and similar amounts paid
$2,954,500
Compensation of officers, directors and key employees
$80,000
Disbursements for charitable purposes
$3,044,398
Excise tax on investment income
$13,723

Balance sheet and other

Total assets, start of year
$43,067,805
Total assets, end of year
$41,028,203
Total liabilities, end of year
$0
Net assets, end of year
$41,028,203
Fair market value of assets
$64,658,316
Qualifying distributions
$3,044,398
Net investment income
$1,259,012

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JULILLY W KOHLER
425 WALNUT STREET SUITE 2100, CINCINNATI, OH 45202
DIRECTOR, PRESIDENT1$15,000
JULILLY KOHLER-HAUSMANN
425 WALNUT STREET SUITE 2100, CINCINNATI, OH 45202
DIRECTOR1$15,000
ISSA KOHLER-HAUSMANN
425 WALNUT STREET SUITE 2100, CINCINNATI, OH 45202
DIRECTOR1$15,000
MARIE CHRISTINE FOX
425 WALNUT STREET SUITE 2100, CINCINNATI, OH 45202
DIRECTOR1$15,000
ROBERT T MELZER
425 WALNUT STREET SUITE 2100, CINCINNATI, OH 45202
DIRECTOR, VICE PRESIDENT, ASSISTANT SECRETARY-TREA1$10,000
KAREN IMMEL
425 WALNUT STREET SUITE 2100, CINCINNATI, OH 45202
DIRECTOR, VICE PRESIDENT, SECRETARY-TREASURER1$10,000
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
JULILLY W KOHLER
425 WALNUT STREET SUITE 2100, CINCINNATI, OH 45202
DIRECTOR, PRESIDENT1$15,000
JULILLY KOHLER-HAUSMANN
425 WALNUT STREET SUITE 2100, CINCINNATI, OH 45202
DIRECTOR1$15,000
ISSA KOHLER-HAUSMANN
425 WALNUT STREET SUITE 2100, CINCINNATI, OH 45202
DIRECTOR1$15,000
MARIE CHRISTINE FOX
425 WALNUT STREET SUITE 2100, CINCINNATI, OH 45202
DIRECTOR1$15,000
ROBERT T MELZER
425 WALNUT STREET SUITE 2100, CINCINNATI, OH 45202
DIRECTOR, VICE PRESIDENT, ASSISTANT SECRETARY-TREA1$10,000
KAREN IMMEL
425 WALNUT STREET SUITE 2100, CINCINNATI, OH 45202
DIRECTOR, VICE PRESIDENT, SECRETARY-TREASURER1$10,000

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% US BANK NA
Signed the 990-PF
-, TRUSTEE
Phone
(513) 629-8111
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-0497413
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$41,028,203
Income (IRS master file)
$5,274,393

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,275,839$3,331,423$41,028,203XML
990-PFDecember 2023$1,230,557$3,786,612$43,067,805XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0497413).

Questions about JOHN M KOHLER FOUNDATION INC

What is the EIN of JOHN M KOHLER FOUNDATION INC?
The employer identification number (EIN) of JOHN M KOHLER FOUNDATION INC is 20-0497413.
Is JOHN M KOHLER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to JOHN M KOHLER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN M KOHLER FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN M KOHLER FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN M KOHLER FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOHN M KOHLER FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 6 people; 6 received compensation from the organization, the highest $15,000 (JULILLY W KOHLER, DIRECTOR, PRESIDENT).
How much revenue does JOHN M KOHLER FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,275,839, expenses of $3,331,423 and total assets of $41,028,203 at year end.

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