2024-10-01T14:22:58-05:00 2024-03-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2023-04-01 260787621 THE WATER TRUST INC WATE 6466812255 PO BOX 4668 75942 NEW YORK NY 10163 PETER KADDU EXECUTIVE DIRECTOR 6466812255 2024-10-01 1 0 PAMELA GRAY P01237506 4105840060 2023 2024-10-15 13:58:12Z PETER KADDU PO BOX 4668 75942 NEW YORK NY 10163 1708571 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 2543027 1685696 0 0 190 21844 0 1031 2543217 1708571 1294681 1952930 0 0 151803 147065 0 0 37933 62118 56610 1508602 2156605 1034615 -448034 1441003 1000333 4489 11853 1436514 988480 EMPOWER THE POOREST RURAL COMMUNITIES IN UGANDA TO PROVIDE THEIR CHILDREN CLEAN, SUSTAINABLE WATER AND HEALTHY, HYGIENIC HOMES. 0 0 2061069 1952930 THE WATER TRUST PARTNERS WITH THE POOREST COMMUNITIES IN RURAL UGANDA TO PROVIDE CLEAN, SUSTAINABLE WATER AND A HEALTHY, HYGIENIC ENVIRONMENT FOR CHILDREN AND THEIR FAMILIES TO THRIVE. SINCE 2008, THE WATER TRUST HAS PARTNERED WITH MORE THAN 900 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. 2061069 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 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 CHRISTOPHER PROTTAS 6466812255 PO BOX 4668 75942 NEW YORK NY 10163 BEN ANDREW BOARD CHAIR 1.00 X X 0 0 0 ISABEL SATRA TREASURER / SECRETARY 1.00 X X 0 0 0 PAUL SCHRIMPF DIRECTOR 1.00 X 0 0 0 JEFFREY KAPLAN DIRECTOR 1.00 X 0 0 0 MICHAEL TRAPANESE DIRECTOR 1.00 X 0 0 0 PATRICIA OBOZUWA DIRECTOR 1.00 X 0 0 0 JENNIFER STOLTZ FAVUS DIRECTOR 1.00 X 0 0 0 EVELYN MUGENYI DIRECTOR 1.00 X 0 0 0 LAUREN WHITEHEAD DIRECTOR 1.00 X 0 0 0 TADDEO MURIUKI DIRECTOR 1.00 X 0 0 0 CHRISTOPHER PROTTAS EXECUTIVE DIRECTOR (OFFICER) 40.00 X 128260 0 0 128260 0 0 1 0 0 0 0 1685696 1685696 21844 21844 OTHER INCOME 900999 1031 1031 1031 1708571 22875 0 0 1952930 1952930 128260 83369 15391 29500 18805 12223 2257 4325 29680 29680 8000 8000 4492 3021 540 931 9849 6402 1182 2265 BOOKS, SUBSCRIPTIONS, R 4589 3124 553 912 2156605 2061069 57603 37933 1190272 279658 65322 429109 182846 291566 1458 0 1105 1441003 1000333 4489 11853 4489 11853 X 807180 709870 629334 278610 1436514 988480 1441003 1000333 -448034 0 X X 0 1 X 1 0 X 1069761 1005031 1089539 2543027 1685696 7393054 1069761 1005031 1089539 2543027 1685696 7393054 2895314 4497740 645 77 190 21844 22756 1031 1031 7416841 0.60640 0.57680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1708571 0 1708571 0 1708571 2156605 0 2156605 0 2156605 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, 2024 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, 2024, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2021 THROUGH 2024 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. 1 SUB-SUHARAN AFRICA 1 GRANTS TO RECIPIENTS LOCATED IN REGION 1952930 1 0 0 0 1 0 1952930 0 1952930 SUB-SAHARAN AFRICA CLEAN WATER PROJECTS 1952930 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. 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. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE WATER TRUST LIMITED PO BOX 51 MASINDI UG IMPLEMENTATION OF CLEAN WATER AND SANITATION PROJECTS UG THE WATER TRUST INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE WATER TRUST LIMITED B 1952930 ACTUAL AMOUNT TRANSFERRED