2023-10-09T18:16:01-05:00 2023-01-31 390859910 BAKER TILLY US LLP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2022-02-01 326513655 KOHLER TRUST FOR CLEAN WATER KOHL 9204581972 725X WOODLAKE RD KOHLER WI 53044 LAURA E KOHLER TRUSTEE 9204581972 2023-10-04 1 LAURA KOHLER 999009999 1 TROY MARINE CPA P00187863 4147775500 2023-10-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAURA E KOHLER 725X WOODLAKE RD KOHLER WI 53044 223666 0 X N/A X 2018 WI TO PROVIDE SUPPORT AND ASSISTANCE TO A CLASS OF PUBLIC CHARITIES THAT HAVE AS THEIR CHARITABLE PURPOSES IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY OF WATER SUPPLY. 5 5 0 5 0 0 0 0 0 0 233071 223666 0 0 233071 223666 195000 191100 0 0 0 0 0 0 0 2949 4920 197949 196020 35122 27646 22024064 16221849 0 0 22024064 16221849 TO PROVIDE SUPPORT AND ASSISTANCE TO A CLASS OF PUBLIC CHARITIES THAT HAVE AS THEIR CHARITABLE PURPOSES IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY OF WATER SUPPLY. 0 0 191100 191100 TO PROVIDE SUPPORT AND ASSISTANCE TO A CLASS OF PUBLIC CHARITIES THAT HAVE AS THEIR CHARITABLE PURPOSES IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY OF WATER SUPPLY. 191100 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X WANDA BINTZLER 9204581972 725X WOODLAKE RD KOHLER WI 53044 X LAURA E KOHLER TRUSTEE 1.00 X 0 0 0 GEORGE GREENE IV TRUSTEE 1.00 X 0 0 0 ERIC LEAF TRUSTEE 1.00 X 0 0 0 MICHAEL REUTER TRUSTEE 1.00 X 0 0 0 DAVID KOHLER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 223666 223666 223666 0 0 223666 191100 191100 960 960 135 135 2197 2197 OUTING EXPENSE 1628 1628 196020 191100 4920 0 233 348 4442 4500 92589 122041 21926800 16094960 22024064 16221849 0 0 X 22024064 16221849 22024064 16221849 22024064 16221849 27646 -5829861 0 X 0 0 0 X X X 3 WATER MISSION 571116978 7 1 100000 0 THE NATURE CONSERVANCY 530242652 7 1 41100 0 UNIVERSITY OF WISCONSIN-MILWAUKEE SCHOOL OF FRESHWATER SCIENCES 391805963 2 1 50000 0 3 191100 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 1: THE TRUST HAS DESIGNATED THE CLASS OF SUPPORTED ORGANIZATIONS THAT HAVE AS THEIR CHARITABLE PURPOSES OF IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY OF WATER SUPPLY. THE TRUST AND TRUSTEES MAY AT ANY TIME SUBSTITUTE ONE SUPPORTED ORGANIZATION FOR ANOTHER, ADD NEW OR ADDITIONAL SUPPORTED ORGANIZATIONS, IN ACCORDANCE WITH TREASURY REGULATIONS SECTION 1.509(A)-4(D)(3), PROVIDED THAT THE TRUST QUALIFIES AS A TYPE II SUPPORTING ORGANIZATION. PART IV, SECTION C, LINE 1: THE IRS ISSUED A DETERMINATION LETTER DATE SEPTEMBER 27, 2018 IDENTIFYING THE TRUST AS A TYPE II SUPPORTING ORGANIZATION UNDER IRC SECTION 509 (A) (3). CONSISTENT WITH THE TRUST AGREEMENT AND THE FACTS SET FORTH ON THE TRUST'S FORM 1023 APPLICATION, A MAJORITY OF THE TRUSTEES OF THE TRUST ARE OFFICERS, DIRECTORS, AND/OR SENIOR MANAGEMENT OF WATER MISSION, THE NATURE CONSERVANCY, AND THE UNIVERSITY OF WISCONSIN-MILWAUKEE, SCHOOL OF FRESHWATER SCIENCES, AS SPECIFIED IN THE ORIGINATING TRUST DOCUMENT. 0 INVESTMENT IN KOHLER CO. 16094960 F 16094960 1 WATER MISSION PO BOX 71489 NORTH CHARLESTON SC 29415 571116978 SECTION 501(C)(3) 100000 0 IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY UWM SCHOOL OF FRESHWATER SCIENCES 600 E GREENFIELD AVE MILWAUKEE WI 53204 391805963 SECTION 501(C)(3) 50000 0 IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY THE NATURE CONSERVANCY 4245 N FAIRFAX DR STE 1000 ARLINGTON VA 22203 530242652 SECTION 501(C)(3) 41100 0 IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY 3 PART I, LINE 2: A MAJORITY OF THE TRUSTEES ARE DIRECTORS/OFFICERS/SENIOR MANAGEMENT OF THE SUPPORTED ORGANIZATIONS RECEIVING THE GRANTS. THE TRUST IS IN REGULAR CONTACT WITH THE SUPPORTED ORGANIZATIONS THROUGHOUT THE YEAR. THE SUPPORTED ORGANIZATION'S SENIOR MANAGEMENT ATTEND THE TRUST'S ANNUAL MEETING AND PROVIDE THE TRUST ANNUAL FOLLOW UP REPORTS ON HOW THE GRANTS HAVE BEEN UTILIZED. FORM 990, PART VI, SECTION A, LINE 2 LAURA KOHLER AND DAVID KOHLER ARE SISTER AND BROTHER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TRUSTEES BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANY ACTIVITY OF THE TRUST THAT MAY ENCOUNTER A CONFLICT IS REVIEWED WITH LEGAL COUNSEL. FORM 990, PART VI, SECTION C, LINE 19 FORMS ARE AVAILABLE UPON REQUEST WITH NOMINAL COPYING COSTS.