Form 990 for tax year 2023
Filed by WATERSTONE SUPPORTING ORGANIZATION TRUST 2.
Totals
- Total revenue
- $7,473,878
- Total expenses
- $162,821
- Contributions and grants received
- $4,501,774
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $2,972,104
- Other revenue
- $0
- Total assets, end of year
- $30,339,732
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $30,339,732
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $162,821
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
1d · Related organizations
$1,774
-
1f · All other contributions, gifts and grants
$4,500,000
-
1g · Noncash contributions included above
$4,500,000
-
3 · Investment income
total $2,972,104 · excluded $2,972,104
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $113,815 · management and general $113,815
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $49,006 · management and general $49,006
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $254,992 · end of year $476,234
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $25,256,153 · end of year $29,863,498
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $25,511,145 · end of year $30,339,732
Mission and programs · 2023
Mission
Support the purpose of Christian Community Foundation DBA WaterStone
-
The Foundation is Organized and Operated to Support Christian Community Foundation dba WaterStone and other Public Charities whose work furthers WaterStone's purposes by receiving and managing charitable contributions to support those ministries.
As filed on the 2023 return.
Listed in Part VII
-
Rick VonGnechten
Trustee
- Total calculated
- $314,456
- From this org
- $0
- From related orgs
- $282,820
- Other
- $31,636
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- not reported + $233,852 related
- Bonus
- not reported + $48,968 related
- Other
- not reported
- Deferred
- not reported + $6,685 related
- Nontaxable benefits
- not reported + $24,951 related
- Filer's total
- not reported + $314,456 related
-
Chris Start
Trustee
- Total calculated
- $276,566
- From this org
- $0
- From related orgs
- $234,558
- Other
- $42,008
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $186,308 related
- Bonus
- not reported + $48,250 related
- Other
- not reported
- Deferred
- not reported + $9,650 related
- Nontaxable benefits
- not reported + $32,358 related
- Filer's total
- not reported + $276,566 related
-
Richard Lavinski
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 3 related
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
Christian Community Foundation
501(c)(3) · Provide Charitable Giving Services · CO
Directly controlled by NA
-
501(c)(3) · Support Activities of CCF DBA WaterStone · MD
Directly controlled by Christian Community Fdn DBA WaterStone
-
WaterStone Support Foundation Inc
501(c)(3) · Support Activities of CCF DBA WaterStone · TX
Directly controlled by Christian Community Fdn DBA WaterStone
-
501(c)(3) · Support Activities of CCF DBA WaterStone · CO
Directly controlled by Christian Community Fdn DBA WaterStone
-
501(c)(3) · Support Activities of CCF DBA WaterStone · TX
Directly controlled by Christian Community Fdn DBA WaterStone
-
501(c)(3) · Support Activities of CCF DBA WaterStone · TX
Directly controlled by Christian Community Fdn DBA WaterStone
-
501(c)(3) · Support Activities of CCF DBA WaterStone · CO
Directly controlled by Christian Community Fdn DBA WaterStone
-
501(c)(3) · Support Activities of CCF DBA WaterStone · CO
Directly controlled by Christian Community Fdn DBA WaterStone
-
OC International Support Foundation
501(c)(3) · Support Activities of CCF DBA WaterStone · CO
Directly controlled by Christian Community Fdn DBA WaterStone
-
Waterstone Support Org Trust #1
501(c)(3) · Support Activities of CCF DBA WaterStone · TX
Directly controlled by Christian Community Fdn DBA WaterStone
-
WaterStone Real Estate Foundation Inc
501(c)(3) · Support Activities of CCF DBA WaterStone · CO
Directly controlled by Christian Community Fdn DBA WaterStone
-
501(c)(3) · Support Activities of CCF DBA WaterStone · CO
Directly controlled by Christian Community Fdn DBA WaterStone
-
501(C)(3) · Support Activities of CCF dba WaterStone · TX
Directly controlled by Christian Community Foundation
-
501(C)(3) · Support Activities of CCF dba WaterStone · CO
Directly controlled by Christian Community Foundation
-
501(C)(3) · Support Activities of CCF dba WaterStone · TX
Directly controlled by Christian Community Foundation
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423099349303162
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