TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
MINCHEN-BEVILLE FOUNDATION XXXXX5005

Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603

A Employer identification number

76-6063590

B Telephone number (see instructions)

(800) 496-2583

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$2,230,363J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	64,520		64,520
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		22,357
b	Gross sales price for all assets on line 6a 417,994
7	Capital gain net income (from Part IV, line 2)...			22,357
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	16,678	16,678
12	Total. Add lines 1 through 11........	103,555		103,555
13	Compensation of officers, directors, trustees, etc.	32,534		16,383		16,151
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	466	0	0	466
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	2,500	2,500		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	3,206	1,098		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	2,182	808		1,374
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	40,888		20,789	0	17,991
25	Contributions, gifts, grants paid.......	78,000				78,000
26	Total expenses and disbursements. Add lines 24 and 25	118,888		20,789	0	95,991
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-15,333
b	Net investment income (if negative, enter -0-)			82,766
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	417	1,764	1,764
	2	Savings and temporary cash investments.........	32,704	53,677	53,677
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	878,225	List of Attached Documents: // Content 823,719	1,627,111
	c	Investments—corporate bonds (attach schedule).......	369,780	List of Attached Documents: // Content 373,591	363,759
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	93,424	List of Attached Documents: // Content 104,228	106,188
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )			List of Attached Documents: // Content 77,864
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,374,550	1,356,979	2,230,363
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,374,550	1,356,979
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,374,550	1,356,979
	30	Total liabilities and net assets/fund balances (see instructions).	1,374,550	1,356,979

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

1,374,550

Enter amount from Part I, line 27a .....................

-15,333

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

3,407

Add lines 1, 2, and 3 ..........................

1,362,624

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

5,645

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,356,979

Form 990-PF (2024)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	268. VANGUARD BD INDEX TOTAL BD MKT ETF		2022-08-05	2024-01-24
b	367. VANGUARD TOTAL INTL BOND ETF		2022-02-08	2024-01-24
c	56. VANGUARD TOTAL INTL BOND ETF		2023-07-14	2024-02-22
d	733. VANGUARD TOTAL INTL BOND ETF			2024-02-22
e	408. VANGUARD MORTGAGE-BACKED SEC			2024-02-22
	1. VANGUARD INT-TERM CORPORATE		2024-02-26	2024-05-08
	243. VANGUARD INT-TERM CORPORATE			2024-05-08
	54.693 FIDELITY 500 INDEX FUND		2024-02-22	2024-07-11
	22. JPMORGAN BETABUILDERS CANADA		2018-08-15	2024-07-11
	3. JPMORGAN BETABUILDERS CANADA		2018-08-15	2024-07-11
	1. JPMORGAN BETABUILDERS CANADA		2018-08-15	2024-07-11
	93. JPMORGAN BETABUILDERS CANADA			2024-07-11
	34. JPMORGAN BETABUILDERS DEVELO		2021-01-28	2024-07-11
	67. JPMORGAN BETABUILDERS DEVELO		2021-01-28	2024-07-11
	14. JPMORGAN BETABUILDERS DEVELO		2021-01-28	2024-07-11
	1. SPDR TR UNIT SER 1		2016-08-03	2024-07-11
	30. SPDR TR UNIT SER 1		2016-08-03	2024-07-11
	1. SPDR TR UNIT SER 1		2016-08-03	2024-07-11
	8. SPDR TR UNIT SER 1		2016-08-03	2024-07-11
	1. SPDR TR UNIT SER 1		2016-08-03	2024-07-11
	189. JPMORGAN BETABUILDERS EUROPE ETF		2024-02-22	2024-07-12
	55. JPMORGAN BETABUILDERS EUROPE ETF			2024-07-12
	99. JPMORGAN BETABUILDERS EUROPE ETF		2023-01-20	2024-07-12
	61.52 FIDELITY 500 INDEX FUND		2024-08-05	2024-10-01
	1115.903 SIX CIRCLES US UNCONSTR EQ		2021-02-12	2024-10-01
	945.509 AMERICAN BEACON AHL MGD-R5		2023-08-04	2024-10-16
	674.763 BLACKSTONE ALT MULTI-STRAT-Y		2018-11-13	2024-10-16
	317.93 K2 ALTERNATIVE STRAT-R6		2024-10-01	2024-10-16
	184.4 NEUBERGER BERM LNG SHRT-INST		2024-10-01	2024-10-16
	422.588 NEUBERGER BERM LNG SHRT-INST		2020-01-16	2024-10-16
	988.07 PIMCO UNCONSTRAINED BD FD INSTL CL*			2024-10-16
	87.776 FIDELITY INTL INDX		2024-08-05	2024-11-21
	42. ISHARES TR 20+ TREAS INDEX FD		2024-10-01	2024-11-21
	185. ISHARES TR 20+ TREAS INDEX FD			2024-11-21
	56. ISHARES MISCI EAFE INDEX FUND		2011-08-04	2024-11-21
	594. ISHARES BROAD USD HIGH YIELD			2024-11-21
	541. JPMORGAN BETABUILDERS EUROPE ETF			2024-11-21
	55.123 JPMORGAN BETABUILDERS JAPAN ETF			2024-11-21
	146.877 JPMORGAN BETABUILDERS JAPAN ETF			2024-11-21
	62. JPMORGAN BETABUILDERS CANADA		2019-04-10	2024-11-21
	903.924 SIX CIRCLES US UNCONSTR EQ			2024-11-21
	420.782 SIX CIRCLES CREDIT OPPORT		2024-07-17	2024-11-21
	2193.218 SIX CIRCLES CREDIT OPPORT			2024-11-21
	345. VANGUARD LONG-TERM TREASURY ETF			2024-11-21
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	19,415	20,365	-950
b	17,836	19,649	-1,813
c	2,720	2,723	-3
d	35,604	37,254	-1,650
e	18,369	21,981	-3,612
	79	80	-1
	19,258	19,157	101
	10,609	9,673	936
	1,479	1,078	401
	202	147	55
	67	49	18
	6,243	4,554	1,689
	1,701	1,904	-203
	3,344	3,753	-409
	700	784	-84
	557	216	341
	16,709	6,476	10,233
	557	216	341
	4,457	1,727	2,730
	557	216	341
	11,552	10,894	658
	3,362	2,903	459
	6,049	5,223	826
	12,234	11,088	1,146
	20,187	15,902	4,285
	9,361	9,474	-113
	7,497	7,179	318
	3,844	3,818	26
	3,413	3,393	20
	7,822	6,356	1,466
	9,871	10,649	-778
	4,322	4,215	107
	3,794	4,137	-343
	16,710	24,578	-7,868
	4,326	2,974	1,352
	22,117	21,769	348
	30,653	28,524	2,129
	3,080	2,898	182
	8,207	8,274	-67
	4,638	3,034	1,604
	17,048	12,178	4,870
	3,787	3,741	46
	19,739	20,452	-713
	19,635	19,982	-347
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283
			4,283

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-950
b			-1,813
c			-3
d			-1,650
e			-3,612
			-1
			101
			936
			401
			55
			18
			1,689
			-203
			-409
			-84
			341
			10,233
			341
			2,730
			341
			658
			459
			826
			1,146
			4,285
			-113
			318
			26
			20
			1,466
			-778
			107
			-343
			-7,868
			1,352
			348
			2,129
			182
			-67
			1,604
			4,870
			46
			-713
			-347

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	22,357
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,150
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	1,150
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,150
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,420
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,420
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	270
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax270	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

JP MORGAN CHASE BANK NA Telephone no. right arrow

(800) 496-2583

Located at right arrow

10 S DEARBORN ST MC IL1-0111CHICAGOIL ZIP+4 right arrow

60603

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
JP MORGAN CHASE BANK NA	TRUSTEE 2	31,534
10 S DEARBORN ST MC IL1-0111 Chicago,IL60603	TRUSTEE 2	31,534
RICHARD L ANDERSON	CO-TRUSTEE 1	500
3010 GABRIEL VIEW DR GEORGETOWN,TX786282710	CO-TRUSTEE 1	500
LENORA C CHAPMAN	CO-TRUSTEE 1	500
PO BOX 720 GEORGETOWN,TX786270271	CO-TRUSTEE 1	500
CRAIG ERWIN	CO-TRUSTEE 1	0
PO BOX 770 GEORGETOWN,TX786270770	CO-TRUSTEE 1	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

2,083,645

Average of monthly cash balances.......................

43,542

Fair market value of all other assets (see instructions)................

77,864

Total (add lines 1a, b, and c).........................

2,205,051

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,205,051

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

33,076

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

2,171,975

Minimum investment return. Enter 5% (0.05) of line 5................

108,599

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

108,599

Tax on investment income for 2024 from Part V, line 5 .......

1,150

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,150

Distributable amount before adjustments. Subtract line 2c from line 1............

107,449

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

107,449

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

107,449

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

95,991

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

95,991

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					107,449
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				77,992
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 95,991
a Applied to 2023, but not more than line 2a				77,992
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					17,999
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					89,450
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

JP MORGAN CHASE BANK N A
10 S DEARBORN IL1-0111
CHICAGO,IL60603
(800) 496-2583

bThe form in which applications should be submitted and information and materials they should include:

WWW.JPMORGAN.COM/ONLINEGRANTS

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

SUPPORTS SOUTHWESTERN UNIVERSITY AND ORGANIZATIONS FOR THE BENEFIT OF THE ELDERLY OPERATING IN AND NEAR GEORGETOWN TX GEORGETOWN, TX

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
TEXAS METHODIST FOUNDATION 11709 BOULDER LN 100 AUSTIN,TX78726	NONE	PC	GENERAL	62,000
GEORGETOWN CARING PLACE 2000 RAILROAD AVE GEORGETOWN,TX78626	NONE	PC	GENERAL	16,000
Total ................................. 3a				78,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	64,520
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	22,357
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aROYALTY INCOME			15	16,530
bWORKING INTEREST			15	148
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				103,555

13Total. Add line 12, columns (b), (d), and (e)..................

103,555

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

MINCHEN-BEVILLE FOUNDATION XXXXX5005

EIN:

76-6063590

Name of Bond	End of Year Book Value	End of Year Fair Market Value
4812C0100 JPM CORE BD FD - USD
54401E143 LORD ABBETT SHRT DUR	43,479	40,869
464287432 ISHARES 20+ YEAR TRE
83002G702 SIX CIRCLES GLOBAL B	97,161	87,497
83002G884 SIX CIRCLES CREDIT O	84,104	85,609
92206C771 VANGUARD MORTGAGE-BA	64,996	64,519
46429B267 ISHARES US TREASURY
921937835 VANGUARD TOTAL BOND
92203J407 VANGUARD TOTAL INTL	43,024	43,605
92206C870 VANGUARD INT-TERM CO	40,827	41,660

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

MINCHEN-BEVILLE FOUNDATION XXXXX5005

EIN:

76-6063590

Name of Stock	End of Year Book Value	End of Year Fair Market Value
464287465 ISHARES MSCI EAFE ET	44,023	63,588
78462F103 SPDR S&P 500 ETF TRU	293,025	929,523
315911750 FIDELITY 500 INDEX F	27,116	27,077
83002G306 SIX CIRCLES US UNCON	171,458	281,354
83002G405 SIX CIRCLES INTL UNC	173,879	188,080
46641Q191 JPMORGAN BETABUILDER
46641Q217 JPMORGAN BETABUILDER	54,340	64,002
46641Q225 JPMORGAN BETABUILDER	28,174	41,507
46641Q233 JPMORGAN BETABUILDER	31,704	31,980

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

MINCHEN-BEVILLE FOUNDATION XXXXX5005

EIN:

76-6063590

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI	AT COST	31,860	32,073
09250J734 BLACKROCK EVNT DRVN
64128R608 NEUBERGER BERM LNG S	AT COST	8,957	11,248
72201M487 PIMCO DYNAMIC BOND-I
024525669 AMERICAN BEACON AHL
72201U638 PIMCO MRTG OPP & BND	AT COST	18,948	18,625
83002G876 SIX CIRCLES MULTI-ST	AT COST	44,463	44,242

- TIN:

TY 2024 LegalFeesSchedule

Name:

MINCHEN-BEVILLE FOUNDATION XXXXX5005

EIN:

76-6063590

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA	233			233
LEGAL FEES - INCOME (ALLOCABLE	233			233

- TIN:

TY 2024 OtherAssetsSchedule

Name:

MINCHEN-BEVILLE FOUNDATION XXXXX5005

EIN:

76-6063590

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
MINERAL ASSETS		0	0
XXX-XX-XXXX SEC 20 4S 11E ATOKA		0	1
XXX-XX-XXXX F MOORE SVY BRAZORIA		0	1
XXX-XX-XXXX 28 ACRES AUSTIN CO T		0	1
XXX-XX-XXXX S F AUSTIN AUSTIN TX		0	1
XXX-XX-XXXX S F AUSTIN AUSTIN CO		0	1
XXX-XX-XXXX S F AUSTIN AUSTIN CO		0	1
XXX-XX-XXXX R H GRIMES SVY BASTR		0	1
XXX-XX-XXXX HT&B RR SVY BRAZORIA		0	1
XXX-XX-XXXX DAY LANE & CATTLE CO		0	1
XXX-XX-XXXX HT&B RR SV BRAZORIA		0	1
XXX-XX-XXXX ACH&B RR CO SVY BRAZ		0	1
XXX-XX-XXXX J BRADLEY SV BRAZORI		0	1
XXX-XX-XXXX HT&B CO SVY BRAZORIA		0	1
XXX-XX-XXXX HT&B RR SV BRAZORIA		0	1
XXX-XX-XXXX TC RR CO SV BRAZORIA		0	1
XXX-XX-XXXX B T ARCHER SVY BRAZO		0	1
XXX-XX-XXXX O JONES SVY BRAZORIA		0	1
XXX-XX-XXXX L E LITTLE SVY BRAZO		0	1
XXX-XX-XXXX Z PHILLIPS SVY BRAZO		0	1
XXX-XX-XXXX J BRADLEY SV BRAZORI		0	1
XXX-XX-XXXX ERASTUS LITTLE SV BR		0	1
XXX-XX-XXXX D BALFOUR SVY CALHOU		0	1
XXX-XX-XXXX S F AUSTIN SV BRAZOR		0	1
XXX-XX-XXXX E M AUSTIN/J F PERRY		0	1
XXX-XX-XXXX 70 AC P O DAUGHTERTY		0	1
XXX-XX-XXXX J HUGHES SVY CONCHO		0	1
XXX-XX-XXXX EL&RR SVY DAWSON CO		0	1
XXX-XX-XXXX SEC 13 1S 12W FORRES		0	1
XXX-XX-XXXX SEC 3 1S 12W FORREST		0	1
XXX-XX-XXXX S KENNEDY LGE FT BEN		0	1
XXX-XX-XXXX I&GN RR SVY GALVESTO		0	1
XXX-XX-XXXX SEC 30 1N 4W GARVIN		0	1
XXX-XX-XXXX SEC 31 1N 3W GARVIN		0	3,869
XXX-XX-XXXX A BERRY SVY GOLIAD C		0	1
XXX-XX-XXXX B PAGE SVY HARRIS CO		0	36,953
XXX-XX-XXXX TX TRUNK RR CO SV FT		0	1
XXX-XX-XXXX 3.52 ACRES LOT 29 OF		0	1
XXX-XX-XXXX J HUNTER SVY HARRIS		0	1
XXX-XX-XXXX F FRY SVY HARRIS CO		0	1
XXX-XX-XXXX L DE ZAVALLA SVY HAR		0	1
XXX-XX-XXXX S D SMITH SVY HARRIS		0	1
XXX-XX-XXXX J W ASHBURY SVY HARR		0	1
XXX-XX-XXXX J B JONES SVY HARRIS		0	1
XXX-XX-XXXX P DUNCAN SVY HARRIS		0	1
XXX-XX-XXXX PORT HOUSTON PARK HA		0	1
XXX-XX-XXXX J H ISBELL SVY HARRI		0	1
XXX-XX-XXXX TOMBALL GU #14 HARRI		0	1
XXX-XX-XXXX J LARIVIERE SVY HOUS		0	1
XXX-XX-XXXX J G THOMPSON SVY HOU		0	1
XXX-XX-XXXX SEC 16 6N 18E LATIME		0	154
XXX-XX-XXXX SEC 14 6N 18E LATIME		0	354
XXX-XX-XXXX SEC 21 6N 18E LATIME		0	1
XXX-XX-XXXX SEC 15 6N 18E LATIME		0	586
XXX-XX-XXXX H&TC RR CO SVY LIBER		0	1
XXX-XX-XXXX H&TC RR CO SVY LIBER		0	1
XXX-XX-XXXX EL&RR CO SVY LYNN CO		0	1
XXX-XX-XXXX J P PHILLIPS SVY MAD		0	1
XXX-XX-XXXX J M LGE MADISON CO T		0	1
XXX-XX-XXXX M P CLARK SVY MONTGO		0	1
XXX-XX-XXXX WM WILLS SVY MONTGOM		0	1
XXX-XX-XXXX C B CORLEY SVY ETC M		0	1
XXX-XX-XXXX N DE LA CERDA NACOGD		0	206
XXX-XX-XXXX 1043.93 ACRES N DE L		0	1
XXX-XX-XXXX SEC 19 1S 10W ETC PE		0	1
XXX-XX-XXXX SEC 20 1S 10W ETC PE		0	1
XXX-XX-XXXX SEC 22 1S 10W ETC PE		0	1
XXX-XX-XXXX H WHITE SVY SAN JACI		0	1
XXX-XX-XXXX SEC 36 1N 3W STEPHEN		0	1
XXX-XX-XXXX SEC 5 2S 10W STONE C		0	1
XXX-XX-XXXX A WHITAKES SVY WALKE		0	1
XXX-XX-XXXX 284.74 ACRES BLKS 3-		0	1
XXX-XX-XXXX T M BLAKE SV ETC WHA		0	1
XXX-XX-XXXX TM BLAKE SV ETC WHAR		0	32,006
XXX-XX-XXXX N B WILLIAMS SVY WHA		0	1
XXX-XX-XXXX D G BARNETT SVY KNOX		0	1,480
XXX-XX-XXXX SEC 10 10N 12E ETC T		0	1
XXX-XX-XXXX V BARROW SV CHAMBERS		0	1
XXX-XX-XXXX B F LYNN SVY CASS CO		0	2,014
XXX-XX-XXXX T TUCKER SVY ETC CAS		0	127
XXX-XX-XXXX L J LAWRENCE CHAMBER		0	1
XXX-XX-XXXX H MORGAN LEAGUE CHAM		0	1
XXX-XX-XXXX L RESTER SVY CASS CO		0	1
XXX-XX-XXXX J LAWRENCE LGE CHAMB		0	1
XXX-XX-XXXX J LAWRENCE SVY CHAMB		0	1
XXX-XX-XXXX W HAMILTON SVY CASS		0	1
XXX-XX-XXXX J HOLLAND SVY GRIMES		0	1
XXX-XX-XXXX LOT 6 BLK 71 HARRIS		0	1
XXX-XX-XXXX HT&B RR SV BRAZORIA		0	1
XXX-XX-XXXX 10 ACRES, LOT 138, S		0	1
XXX-XX-XXXX G C LEWIS SVY LIBERT		0	1
XXX-XX-XXXX SEC 17 10S 12W CALCA		0	1
XXX-XX-XXXX LOT 12 ETC BRAZORIA		0	1
XXX-XX-XXXX G C LEWIS SVY LIBERT		0	1
XXX-XX-XXXX SEC 18 10S 12W CALCA		0	1
XXX-XX-XXXX F REYNOLDS SVY HARRI		0	1
XXX-XX-XXXX J C HILL SVY TARRANT		0	1
XXX-XX-XXXX 6.60ACS DEER PARK HA		0	1
XXX-XX-XXXX P W ROSE SVY HARRIS		0	1
XXX-XX-XXXX J R HARRIS SVY HARRI		0	1
XXX-XX-XXXX 626.88ACS SEC 37 BLK		0	1
XXX-XX-XXXX 627.57ACS SEC 39 BLK		0	1
XXX-XX-XXXX 640ACS SEC 41 BLK 10		0	1
XXX-XX-XXXX 640ACS SEC 43 BLK 10		0	1
XXX-XX-XXXX 640ACS SEC 45 BLK 10		0	1
XXX-XX-XXXX 640ACS SEC 77 BLK 10		0	1
XXX-XX-XXXX 640ACS SEC 79 BLK 10		0	1
XXX-XX-XXXX 640ACS SEC 81 BLK 10		0	1
XXX-XX-XXXX 640ACS SEC 83 BLK 10		0	1
XXX-XX-XXXX 640ACS SEC 85 BLK 10		0	1
XXX-XX-XXXX 640ACS SEC 87 BLK 10		0	1
XXX-XX-XXXX 627.60 SEC 89 BLK 10		0	1
XXX-XX-XXXX 626.37 SEC 91 BLK 10		0	1
XXX-XX-XXXX 640ACS SEC 93 BLK 10		0	1
XXX-XX-XXXX 626.44 SEC 95 BLK 10		0	1
XXX-XX-XXXX 640ACS SEC 97 BLK 10		0	1
XXX-XX-XXXX 640ACS SEC 99 BLK 10		0	1
XXX-XX-XXXX 640ACS SEC 103 BLK 1		0	1
XXX-XX-XXXX 640ACS SEC 111 BLK 1		0	1
XXX-XX-XXXX 633.05 ACS SEC 113 B		0	1
XXX-XX-XXXX 640ACS SEC 115 BLK 1		0	1
XXX-XX-XXXX 627.68 SEC 117 BLK 1		0	1
XXX-XX-XXXX 640ACS SEC 119 BLK 1		0	1
XXX-XX-XXXX 640ACS SEC 121 BLK 1		0	1
XXX-XX-XXXX 640ACS SEC 133 BLK 1		0	1
XXX-XX-XXXX 640ACS SEC 135 BLK 1		0	1

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

MINCHEN-BEVILLE FOUNDATION XXXXX5005

EIN:

76-6063590

Description	Amount
2024 TRANSACTION POSTED IN 2025	3,406
ROUNDING	1
RETURN OF CAPITAL ADJUSTMENT	2,235
ADJUSTMENT TO INCOME	3

- TIN:

TY 2024 OtherExpensesSchedule

Name:

MINCHEN-BEVILLE FOUNDATION XXXXX5005

EIN:

76-6063590

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
MINERAL INT-PRODUCTION TAX	180	180	0
MINERAL INT-AD VALOREM TAX	281	281	0
ROYALTY-OTHER EXPENSES	347	347	0
OTHER NON ALLOCABLE EXPENSE	1,374	0	1,374

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

MINCHEN-BEVILLE FOUNDATION XXXXX5005

EIN:

76-6063590

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
ROYALTY INCOME	16,530	16,530
WORKING INTEREST INCOME	148	148

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

MINCHEN-BEVILLE FOUNDATION XXXXX5005

EIN:

76-6063590

Description	Amount
2023 TRANSACTION POSTED IN 2024	3,406
COST BASIS ADJUSTMENT	1

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

MINCHEN-BEVILLE FOUNDATION XXXXX5005

EIN:

76-6063590

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED	2,500	2,500

- TIN:

TY 2024 TaxesSchedule

Name:

MINCHEN-BEVILLE FOUNDATION XXXXX5005

EIN:

76-6063590

Category	Amount	Net Investment Income
STATE INCOME TAXES	66	0
FEDERAL TAX PAYMENT - PRIOR YE	622	0
FEDERAL ESTIMATES - INCOME	1,420	0
FOREIGN TAXES ON QUALIFIED FOR	927	927
FOREIGN TAXES ON NONQUALIFIED	171	171