2024-12-10T08:00:05-06:00 2024-01-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2023-02-01 326513655 KOHLER TRUST FOR CLEAN WATER KOHL 9204581972 725X WOODLAKE RD KOHLER WI 53044 LAURA E KOHLER TRUSTEE 9204581972 2024-12-09 1 1 TROY MARINE CPA P00187863 4147775500 2024-12-09 2023 2024-10-15 13:58:12Z LAURA E KOHLER 725X WOODLAKE RD KOHLER WI 53044 571899062 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 6 0 0 0 282257500 0 0 223666 5307941 0 0 223666 287565441 191100 3909000 0 0 0 0 0 0 0 4920 47411 196020 3956411 27646 283609030 16221849 283747473 0 0 16221849 283747473 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 3909000 3909000 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. 3909000 1 1 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 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 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 (EFFECTIVE 01/24) 1.00 X 0 0 0 MICHAEL REUTER TRUSTEE 1.00 X 0 0 0 ERIC LEAF TRUSTEE (TERM 01/24) 1.00 X 0 0 0 JEFFREY P CHENEY TREASURER (EFFECTIVE 01/24) 1.00 X 0 0 0 0 0 0 0 0 0 0 0 282257500 282257500 5306838 5306838 284334724 284333621 1103 1103 1103 287565441 0 0 5307941 3909000 3909000 1124 1124 198 198 6416 6416 1694 1694 ADMINISTRATIVE EXPENSE 31034 31034 OUTING EXPENSE 6945 6945 3956411 3909000 47411 0 348 550 4500 19996 122041 1469427 16094960 282257500 16221849 283747473 0 0 X 16221849 283747473 16221849 283747473 16221849 283747473 283609030 11555 -16094961 0 X X 0 1 X 1 0 X X X 3 WATER MISSION 571116978 7 1 1303000 0 THE NATURE CONSERVANCY 530242652 7 1 1303000 0 UNIVERSITY OF WISCONSIN-MILWAUKEE SCHOOL OF FRESHWATER SCIENCES 391805963 2 1 1303000 0 3 3909000 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT IN KOHLER CO. 282257500 F 282257500 X 287576798 11555 11555 287565243 198 198 287565441 3956213 0 3956213 198 198 3956411 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 2021 (2020 FOR THE STATE OF WISCONSIN). 1 WATER MISSION PO BOX 71489 NORTH CHARLESTON SC 29415 571116978 SECTION 501(C)(3) 1303000 0 IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY UWM SCHOOL OF FRESHWATER SCIENCES 600 E GREENFIELD AVE MILWAUKEE WI 53204 391805963 SECTION 501(C)(3) 1303000 0 IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY THE NATURE CONSERVANCY 633 WEST MAIN STREET MADISON WI 53703 530242652 SECTION 501(C)(3) 1303000 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 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.