2025-12-10T16:02:21-06:00 2025-01-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2024-02-01 326513655 KOHLER TRUST FOR CLEAN WATER KOHL 9204581972 725X WOODLAKE RD KOHLER WI 53044 LAURA E KOHLER TRUSTEE 9204581972 2025-12-10 1 1 TROY MARINE P00187863 4147775500 2025-12-09 2024 2025-03-06 01:10:19Z LAURA E KOHLER 725X WOODLAKE RD KOHLER WI 53044 21047656 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. 6 6 0 7 0 0 282257500 0 0 0 5307941 7599443 0 0 287565441 7599443 3909000 5490000 0 0 0 0 0 0 0 47411 86993 3956411 5576993 283609030 2022450 283747473 285809231 0 0 283747473 285809231 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 5490000 5490000 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. 5490000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X WANDA BINTZLER 9204581972 119 HIGHLAND DRIVE KOHLER WI 53044 X DAVID KOHLER TRUSTEE 1.00 X 0 0 0 LAURA E KOHLER TRUSTEE 1.00 X 0 0 0 GEORGE GREENE IV TRUSTEE 1.00 X 0 0 0 REBECCA KLAPER TRUSTEE 1.00 X 0 0 0 MICHAEL REUTER TRUSTEE 1.00 X 0 0 0 MONICA ELLIS TRUSTEE 1.00 X 0 0 0 JEFFREY P CHENEY TREASURER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 7461136 7461136 13586520 13448213 138307 138307 138307 7599443 0 0 7599443 5490000 5490000 8084 8084 9303 9303 1906 1906 3209 3209 WATER SUMMIT 37821 37821 ADMINISTRATIVE EXPENSE 24838 24838 OUTING EXPENSE 1832 1832 5576993 5490000 86993 0 550 1441 19996 13550 1469427 3536740 282257500 282257500 283747473 285809231 0 0 X 283747473 285809231 283747473 285809231 283747473 285809231 2022450 39308 0 X X 0 1 X 1 0 X X X 4 WATER MISSION 571116978 7 1 800000 0 THE NATURE CONSERVANCY 530242652 7 1 1190000 0 UNIVERSITY OF WISCONSIN-MILWAUKEE SCHOOL OF FRESHWATER SCIENCES 391805963 2 1 2500000 0 GLOBAL WATER CHALLENGE 261407784 7 1 1000000 0 4 5490000 0 0 0 0 0 1 1 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 A, LINE 5A: THE TRUST ADDED THE FOLLOWING SUPPORTED ORGANIZATION DURING THE TAX YEAR: GLOBAL WATER CHALLENGE 2900 S. QUINCY STREET, SUITE 375 ARLINGTON, VA 22206 EIN 26-1407784 THE REASON FOR THE ADDITION: IN FURTHERANCE OF THE TRUST'S PURPOSE AND INTENT AS STATED IN SECTION 2.1 OF ITS ORIGINATING TRUST DOCUMENT, TO INCREASE OVERALL IMPACT AND ACHIEVE THE GOAL OF IMPROVING WATER QUALITY, SANITATION, AND SUSTAINABILITY OF WATER SUPPLY. THE AUTHORITY UNDER THE TRUST DOCUMENT. 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 REGULATION SECTION 1.509 (A) 4(D) (3), PROVIDED THAT THE TRUST QUALIFIES AS A TYPE II SUPPORTING ORGANIZATION. HOW WAS THE ACTION ACCOMPLISHED: BY UNANIMOUS VOTE OF THE TRUSTEES AT THE ANNUAL MEETING. 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. 282257500 F 282257500 X 7636845 39308 39308 7597537 1906 1906 7599443 5575087 0 5575087 1906 1906 5576993 PART X, LINE 2: THE TRUST HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED SEPTEMBER 27, 2018, RULING THAT THE TRUST QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U. S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND ACCORDINGLY IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAX. THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS, ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TRUST RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED, UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE FISCAL YEARS ENDING BEFORE 2022 (2021 FOR THE STATE OF WISCONSIN). 1 WATER MISSION PO BOX 71489 NORTH CHARLESTON SC 29415 571116978 SECTION 501(C)(3) 800000 0 IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY UWM SCHOOL OF FRESHWATER SCIENCES 600 E GREENFIELD AVE MILWAUKEE WI 53204 391805963 SECTION 501(C)(3) 2500000 0 IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY THE NATURE CONSERVANCY 633 WEST MAIN STREET MADISON WI 53703 530242652 SECTION 501(C)(3) 1190000 0 IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY GLOBAL WATER CHALLENGE 2900 S QUIINCY STREET SUITE 375 ARLINGTON VA 22206 261407784 SECTION 501(C)(3) 1000000 0 IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY 4 0 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 SIBLINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHAIR 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. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.