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Nonprofiteer
← KOHLER TR FOR CLEAN WATER

Form 990 for tax year 2024

Filed by KOHLER TR FOR CLEAN WATER.

Totals

Total revenue
$7,599,443
Total expenses
$5,576,993
Contributions and grants received
$0
Grants paid
$5,490,000
Program service revenue
$0
Investment income
$7,599,443
Other revenue
$0
Total assets, end of year
$285,809,231
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$285,809,231
Program services expenses (Part IX)
$5,490,000
Management and general expenses
$86,993
Fundraising expenses
$0
Program service expenses (Part III)
$5,490,000

Program services were 98.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $7,461,136 · excluded $7,461,136

  • 7a · Gross sales of assets other than inventory

    securities $13,586,520

  • 7b · Less cost or other basis and sales expenses

    securities $13,448,213

  • 7c · Gain or loss

    securities $138,307

  • 7d · Net gain or loss

    total $138,307 · excluded $138,307

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,490,000 · program services $5,490,000

  • 11b · Fees: legal

    total $8,084 · management and general $8,084

  • 11c · Fees: accounting

    total $9,303 · management and general $9,303

  • 11f · Fees: investment management

    total $1,906 · management and general $1,906

  • 17 · Travel

    total $3,209 · management and general $3,209

  • 24a · Other expenses: WATER SUMMIT

    total $37,821 · management and general $37,821

  • 24b · Other expenses: ADMINISTRATIVE EXPENSE

    total $24,838 · management and general $24,838

  • 24c · Other expenses: OUTING EXPENSE

    total $1,832 · management and general $1,832

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $550 · end of year $1,441

  • 2 · Savings and temporary cash investments

    beginning of year $19,996 · end of year $13,550

  • 11 · Investments: publicly traded securities

    beginning of year $1,469,427 · end of year $3,536,740

  • 12 · Investments: other securities

    beginning of year $282,257,500 · end of year $282,257,500

  • 27 · Net assets without donor restrictions

    beginning of year $283,747,473 · end of year $285,809,231

Mission and programs · 2024

Mission

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.

  • 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.

    Expenses $5,490,000 · Grants $5,490,000

As filed on the 2024 return.

Listed in Part VII

  • David Kohler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Laura E Kohler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • George Greene IV

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Klaper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Reuter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Monica Ellis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey P Cheney

    TREASURER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • UWM SCHOOL OF FRESHWATER SCIENCES

    $2,500,000

    IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY

  • THE NATURE CONSERVANCY

    $1,190,000

    IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY

  • GLOBAL WATER CHALLENGE

    $1,000,000

    IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY

  • WATER MISSION

    $800,000

    IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY

Provenance

Return type
form_990
Tax year
2024
Filed
10 December 2025
IRS schema version
2024v5.2
Source object
202503449349301600

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