Waters Charitable Remainder Unitrust

Harris D Bass Ttee

Manhattan Bch, CA
Tax-exempt since Dec. 2008
EIN: 26-0631392

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$33.3k (2023)

Expenses

$163k (2023)

Total Assets

$1.8M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$33,282

Expenses

$162,564

Net Income

-$129,282

Net Assets

$1,797,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,525	13.6%
Dividends	$15,337	46.1%
Sales of Assets	-$15,624
Other Income	$300	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,909	83.0%
Compensation of Officers*	$49,942	30.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,797,026
Total Liabilities	$0
Net Assets	$1,797,026

Compensation

Key Employees and Officers	Compensation	Other
Harris D Bass (Trustee)	$49,942	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$83,437

Expenses

$163,605

Net Income

-$80,168

Net Assets

$1,926,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,257	20.7%
Dividends	$3,471	4.2%
Sales of Assets	-$1,356
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,267	82.1%
Compensation of Officers*	$50,192	30.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,926,308
Total Liabilities	$0
Net Assets	$1,926,308

Compensation

Key Employees and Officers	Compensation	Other
Harris D Bass (Trustee)	$50,192	$0

990-PF

Filed on July 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$80,898

Expenses

$163,865

Net Income

-$82,967

Net Assets

$2,006,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,262	21.3%
Dividends	$2,758	3.4%
Sales of Assets	$3,287	4.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,900	83.5%
Compensation of Officers*	$52,400	32.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,006,476
Total Liabilities	$0
Net Assets	$2,006,476

Compensation

Key Employees and Officers	Compensation	Other
Harris D Bass (Trustee)	$52,400	$0

990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$97,869

Expenses

$182,824

Net Income

-$84,955

Net Assets

$2,089,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,388	17.8%
Dividends	$3,971	4.1%
Sales of Assets	$30,329	31.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,131	84.3%
Compensation of Officers*	$52,090	28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,089,443
Total Liabilities	$1
Net Assets	$2,089,442

Compensation

Key Employees and Officers	Compensation	Other
Harris D Bass (Trustee)	$52,090	$0

990-PF

Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$148,596

Expenses

$182,838

Net Income

-$34,242

Net Assets

$2,174,397

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,241	12.3%
Dividends	$10,606	7.1%
Sales of Assets	$1,800	1.2%
Other Income	$104	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,220	84.3%
Compensation of Officers*	$45,250	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,174,398
Total Liabilities	$1
Net Assets	$2,174,397

Compensation

Key Employees and Officers	Compensation	Other
Harris D Bass (Trustee)	$45,250	$0

990-PF

Filed on July 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$142,226

Expenses

$148,830

Net Income

-$6,604

Net Assets

$2,208,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,193	12.8%
Dividends	$9,098	6.4%
Sales of Assets	-$170
Other Income	$31	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,325	88.2%
Compensation of Officers*	$31,099	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,208,640
Total Liabilities	$0
Net Assets	$2,208,640

Compensation

Key Employees and Officers	Compensation	Other
Harris D Bass (Trustee)	$31,099	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$135,865

Expenses

$148,308

Net Income

-$12,443

Net Assets

$2,215,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,076	13.3%
Dividends	$8,568	6.3%
Sales of Assets	$272	0.2%
Other Income	$283	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,094	86.4%
Compensation of Officers*	$29,301	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,215,244
Total Liabilities	$0
Net Assets	$2,215,244

Compensation

Key Employees and Officers	Compensation	Other
Harris D Bass (Trustee)	$29,301	$0

990-PF

Filed on May 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$127,007

Expenses

$137,253

Net Income

-$10,246

Net Assets

$2,227,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$783	0.6%
Dividends	$18,259	14.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,899	89.5%
Compensation of Officers*	$25,147	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,227,687
Total Liabilities	$0
Net Assets	$2,227,687

Compensation

Key Employees and Officers	Compensation	Other
Harris D Bass (Trustee)	$25,147	$0

990-PF

Filed on May 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$128,377

Expenses

$134,052

Net Income

-$5,675

Net Assets

$2,237,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,412	1.1%
Dividends	$16,942	13.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,547	89.2%
Compensation of Officers*	$24,922	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,237,933
Total Liabilities	$0
Net Assets	$2,237,933

Compensation

Key Employees and Officers	Compensation	Other
Harris D Bass (Trustee)	$24,922	$0

990-PF

Filed on May 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$115,471

Expenses

$132,763

Net Income

-$17,292

Net Assets

$2,243,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,695	1.5%
Dividends	$15,285	13.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,815	89.5%
Compensation of Officers*	$24,199	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,243,608
Total Liabilities	$0
Net Assets	$2,243,608

Compensation

Key Employees and Officers	Compensation	Other
Harris D Bass (Trustee)	$24,199	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$104,228

Expenses

$125,289

Net Income

-$21,061

Net Assets

$2,260,900

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,716	1.6%
Dividends	$14,864	14.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,396	88.9%
Compensation of Officers*	$20,275	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,260,900
Total Liabilities	$0
Net Assets	$2,260,900

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$92,159

Expenses

$90,875

Net Income

$1,284

Net Assets

$2,281,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,465	2.7%
Dividends	$14,365	15.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,107	87.1%
Compensation of Officers*	$19,839	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,281,961
Total Liabilities	$0
Net Assets	$2,281,961

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$87,550

Expenses

$92,969

Net Income

-$5,419

Net Assets

$2,280,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,200	3.7%
Interest Revenue	$16,718	19.1%
Dividends	$2,640	3.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,459	86.5%
Compensation of Officers*	$19,457	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,280,677
Total Liabilities	$0
Net Assets	$2,280,677

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Waters Charitable Remainder Unitrust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $33.3k (2023)

Expenses $163k (2023)

Total Assets $1.8M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$33.3k (2023)

Expenses

$163k (2023)

Total Assets

$1.8M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007