2026-02-16T15:05:13-06:00 2025-03-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2024-04-01 260787621 THE WATER TRUST INC WATE 6466812255 PO BOX 4668 75942 NEW YORK NY 10163 PETER KADDU EXECUTIVE DIRECTOR 6466812255 2026-02-16 1 0 PAMELA GRAY P01237506 4105840060 2024 2025-03-06 01:10:19Z PETER KADDU PO BOX 4668 75942 NEW YORK NY 10163 1426077 0 X HTTPS://WWW.WATERTRUST.ORG/ X 2007 CT EMPOWER THE POOREST RURAL COMMUNITIES IN UGANDA TO PROVIDE THEIR CHILDREN CLEAN, SUSTAINABLE WATER AND HEALTHY, HYGIENIC HOMES. 10 10 1 10 0 0 1685696 1408641 0 0 21844 17436 1031 0 1708571 1426077 1952930 1669458 0 0 147065 104516 0 0 29669 56610 65208 2156605 1839182 -448034 -413105 1000333 581707 11853 6332 988480 575375 EMPOWER RURAL COMMUNITIES AND INSTITUTIONS TO HAVE ACCESS TO SAFE WATER, SANITATION, AND HYGIENE FOR A HEALTHIER, MORE DIGNIFIED LIFE. 0 0 1753547 1669458 THE WATER TRUST PARTNERS WITH THE POOREST COMMUNITIES IN RURAL UGANDA TO PROVIDE SUSTAINABLE ACCESS TO SAFE WATER, SANITATION, AND HYGIENE KNOWLEDGE AND SKILLS TO IMPROVE THE QUALITY OF LIFE AND HEALTH OF CHILDREN AND THEIR FAMILIES. SINCE 2008, THE WATER TRUST HAS PARTNERED WITH MORE THAN 1,000 VILLAGES, SCHOOLS, AND HEALTH CENTERS, BENEFITTING MORE THAN 300,000 PEOPLE. THE WATER TRUST REGULARLY MONITORS AND EVALUATES ITS PROGRAMS, ADAPTING ITS APPROACHES AS NECESSARY TO MAXIMIZE IMPACT ON HEALTH AND WELL BEING. 1753547 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 1 1 0 1 UG 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X PETER KADDU 6466812255 PO BOX 4668 75942 NEW YORK NY 10163 BEN ANDREW BOARD CHAIR 4.00 X X 0 0 0 ISABEL SATRA TREASURER / SECRETARY 4.00 X X 0 0 0 PAUL SCHRIMPF DIRECTOR 4.00 X 0 0 0 JEFFREY KAPLAN DIRECTOR 4.00 X 0 0 0 MICHAEL TRAPANESE DIRECTOR 4.00 X 0 0 0 PATRICIA OBOZUWA DIRECTOR 4.00 X 0 0 0 JENNIFER STOLTZ FAVUS DIRECTOR 4.00 X 0 0 0 EVELYN MUGENYI DIRECTOR 4.00 X 0 0 0 LAUREN WHITEHEAD DIRECTOR 4.00 X 0 0 0 TADDEO MURIUKI DIRECTOR 4.00 X 0 0 0 PETER KADDU EXECUTIVE DIRECTOR 09/01/24 -PRESENT 15.00 X 0 0 0 CHRIS PROTTAS EXECUTIVE DIRECTOR 04/01/24-08/31/24 30.00 X 77026 0 0 77026 0 0 0 1 0 0 0 1408641 1408641 17436 17436 1426077 17436 0 0 1669458 1669458 96807 62925 11617 22265 7709 5011 925 1773 12600 12600 22097 22097 7309 2987 3305 1017 265 172 32 61 VEHICULAR EXPENSES 15000 9750 1800 3450 BOOKS, SUBSCRIPTIONS, R 7937 3244 3590 1103 1839182 1753547 55966 29669 279658 14162 429109 410612 291566 156871 62 36419 36419 0 0 1000333 581707 11853 6332 11853 6332 X 709870 296765 278610 278610 988480 575375 1000333 581707 -413105 0 X 0 1 X 1 0 X 1005031 1089539 2543027 1685696 1408641 7731934 1005031 1089539 2543027 1685696 1408641 7731934 2864864 4867070 77 190 21844 17436 39547 1031 1031 7772512 0.62620 0.60640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2497 2497 0 128 128 0 33794 33794 0 0 X 1426077 0 1426077 0 1426077 1839182 0 1839182 0 1839182 PART X, LINE 2: THE WATER TRUST, INC. IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND IS RECOGNIZED AS SUCH BY THE INTERNAL REVENUE SERVICE. THE PROVISIONS INCLUDED IN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S COMBINED FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TWT PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF MARCH 31, 2025 AND 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE COMBINED FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF MARCH 31, 2025, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2022 THROUGH 2025 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION. IT IS THE WATER TRUST, INC.'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. 0 0 0 0 0 0 0 0 0 SUB-SAHARAN AFRICA CLEAN WATER PROJECTS 1669458 WIRE 0 0 0 0 0 0 0 PART I, LINE 2: MONTHLY GRANTS ARE MADE TO THE ORGANIZATION'S SUBSIDIARY ENTITY. THE ORGANIZATION MAINTAINS DIRECT OVERSIGHT OVER ITS SUBSIDIARY ENTITY, MONITOR ITS ACTIVITIES, AND APPROVES ITS ANNUAL BUDGET, QUARTERLY FINANCIAL REPORTING, AND MONTHLY EXPENDITURES. 0 0 0 0 0 0 0 0 0 CHRIS PROTTAS EXECUTIVE DIRECTOR 04/01/24-08/31/24 66307 0 10719 0 0 0 0 0 0 0 77026 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR. A COPY IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH DIRECTOR AND EMPLOYEE SIGNS A CONFLICT OF INTEREST ATTESTATION STATEMENT. IF THERE IS A POTENTIAL CONFLICT OF INTEREST, THE EXECUTIVE COMMITTEE (EXCLUDING ANY INTERESTED PARTY) DETERMINES BY MAJORITY VOTE IF A CONFLICT OF INTEREST EXISTS. THE COMMITTEE WILL TAKE APPROPRIATE STEPS TO ADDRESS THE CONFLICT, INCLUDING, WHEN APPROPRIATE, CONSIDERING WHETHER THERE ARE REASONABLE ALTERNATIVES TO A PROPOSED TRANSACTION THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. THE MINUTES OF ANY MEETING AT WHICH A MATTER INVOLVING A CONFLICT OF INTEREST WAS DISCUSSED INCLUDES ALL DETAILS REGARDING THE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION WAS APPROVED BY THE BOARD OF DIRECTORS, LED BY EXECUTIVE COMMITTEE, AND BOARD CHAIRE AND WAS DETERMINED BASED ON THE REVIEW OF DATA FOR SIMILAR POSITIONS AT COMPARABLE ORGANIZATIONS. THE ORGANIZATION HAS NO OTHER COMPENSATED OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. POLICIES AND BY-LAWS ARE AVAILABLE UPON REQUEST. THE WATER TRUST LIMITED PO BOX 51 MASINDI UG IMPLEMENTATION OF CLEAN WATER AND SANITATION PROJECTS UG 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE WATER TRUST LIMITED B 1669458 ACTUAL AMOUNT TRANSFERRED