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.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60603
A Employer identification number

76-6063590
B Telephone number (see instructions)

8004962583
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,470,737J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 66,272 66,267  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 95,272
b Gross sales price for all assets on line 6a 312,136
7 Capital gain net income (from Part IV, line 2)... 95,272
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)....... Click to see attachment
List of Attached Documents:
// Content
21,231 21,231  
12 Total. Add lines 1 through 11........ 182,775 182,770  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,177 17,689   17,488
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,547 2,547   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,162 1,280   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)....... Click to see attachment
List of Attached Documents:
// Content
2,872 1,498   1,374
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,758 23,014 0 18,862
25 Contributions, gifts, grants paid....... 90,000 90,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 132,758 23,014 0 108,862
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,017
b Net investment income (if negative, enter -0-) 159,756
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,764    
2 Savings and temporary cash investments......... 53,677 74,383 74,383
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)....... 823,719 Click to see attachment
List of Attached Documents:
// Content
804,857 		1,824,896
c Investments—corporate bonds (attach schedule)....... 373,591 Click to see attachment
List of Attached Documents:
// Content
393,261 		384,538
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 104,228 Click to see attachment
List of Attached Documents:
// Content
134,719 		138,628
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )     Click to see attachment
List of Attached Documents:
// Content
48,292
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,356,979 1,407,220 2,470,737
Liabilities 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
Net Assets or Fund Balances 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........ 1,356,979 1,407,220
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)..... 1,356,979 1,407,220
30 Total liabilities and net assets/fund balances (see instructions). 1,356,979 1,407,220
Part III
Analysis of Changes in Net Assets or Fund Balances
1
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
1,356,979
2
Enter amount from Part I, line 27a .....................
2
50,017
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
3,407
4
Add lines 1, 2, and 3 ..........................
4
1,410,403
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3,183
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,407,220
Form 990-PF (2025)
Form 990-PF (2025)
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 95.645 FIDELITY 500 INDEX FUND   2024-11-21 2025-06-06
b 93. ISHARES MISCI EAFE INDEX FUND   2011-08-04 2025-06-06
c 1396.399 SIX CIRCLES INTL UNCON EQ   2024-11-21 2025-06-06
d 1230.549 SIX CIRCLES INTL UNCON EQ     2025-06-06
e 1068.32 PIMCO MTGE OPPORTUNITIES IS   2023-08-04 2025-09-10
235. VANGUARD INT-TERM CORPORATE   2023-12-04 2025-09-10
24.721 FIDELITY 500 INDEX FUND   2024-11-21 2025-10-09
12.241 FIDELITY 500 INDEX FUND   2024-08-05 2025-10-09
81. SPDR TR UNIT SER 1   2016-08-03 2025-10-09
4266.287 SIX CIRCLES CREDIT OPPORT     2025-10-09
786. VANGUARD MORTGAGE-BACKED SEC   2024-11-21 2025-10-09
117. VANGUARD MORTGAGE-BACKED SEC   2024-11-21 2025-10-09
91. JPMORGAN BETABUILDERS JAPAN ETF     2025-12-08
59. JPMORGAN BETABUILDERS CANADA   2019-04-10 2025-12-08
41. SPDR TR UNIT SER 1   2016-08-03 2025-12-08
723.811 SIX CIRCLES US UNCONSTR EQ     2025-12-08
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 19,973   19,794 179
b 8,345   4,939 3,406
c 18,083   15,416 2,667
d 15,936   13,753 2,183
e 10,096   10,019 77
19,796   18,495 1,301
5,784   5,116 668
2,864   2,206 658
54,364   17,486 36,878
38,610   37,766 844
36,853   35,901 952
5,481   5,344 137
6,253   4,777 1,476
5,371   2,888 2,483
27,989   8,851 19,138
15,034   14,113 921
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
      21,304
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       179
b       3,406
c       2,667
d       2,183
e       77
      1,301
      668
      658
      36,878
      844
      952
      137
      1,476
      2,483
      19,138
      921
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 95,272
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 ......................... 		Bracket 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. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,221
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 2,221
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 2,221
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,152
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 1,152
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 1,069
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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? ................
6
Yes
 
7
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..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
TX
b
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 .
8b
Yes
 
9
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
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 .............
11
 
No
12
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.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN ST MC IL1-0111CHICAGOIL ZIP+460603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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
No
1a
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)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(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)
 
No
(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)
 
No
b
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 ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
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 2025? .............
1d
 
No
2
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)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
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.) ..............
2b
 
 
c
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
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(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)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(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)
 
No
b
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 ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
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? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
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? .........................
8
 
No
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-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA TRUSTEE
2 		34,177    
10 S DEARBORN ST MC IL1-0111
Chicago,IL60603
RICHARD L ANDERSON CO-TRUSTEE
1 		500    
3010 GABRIEL VIEW DR
GEORGETOWN,TX786282710
AINSLEY GOULBOURNE CO-TRUSTEE
1 		500    
PO BOX 770
GEORGETOWN,TX786270770
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 (2025)
Form 990-PF (2025)
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 arrow0
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,262,496
b
Average of monthly cash balances.......................
1b
43,034
c
Fair market value of all other assets (see instructions)................
1c
49,654
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,355,184
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,355,184
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
35,328
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,319,856
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
115,993
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
115,993
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,221
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,221
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
113,772
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
113,772
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
113,772
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
108,862
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
108,862
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 113,772
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 89,450
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 108,862
a Applied to 2024, but not more than line 2a 89,450
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 2025 distributable amount..... 19,412
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		94,360
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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)
aPaid during the year

FAITH IN ACTION GEORGETOWN

2995 DAWN DR STE 106
GEORGETOWN,TX78628 		NONE   GENERAL 15,000

TEXAS METHODIST FOUNDATION

11709 BOULDER LN 100
AUSTIN,TX78726 		NONE   GENERAL 59,000

GEORGETOWN CARING PLACE

2000 RAILROAD AVE
GEORGETOWN,TX78626 		NONE   GENERAL 16,000
Total ................................. 3a 90,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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
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 66,272  
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 95,272  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    15 20,708  
bSTATE TAX REFUND     1 60  
cWORKING INTEREST I 211110 463      
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 463 182,312  
13Total. Add line 12, columns (b), (d), and (e)..................
13
182,775
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		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 (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
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
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
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
2a
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? ...........
b
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.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 51,124 48,830
464287432 ISHARES 20+ YEAR TRE    
83002G702 SIX CIRCLES GLOBAL B 106,603 96,290
83002G884 SIX CIRCLES CREDIT O 46,339 48,691
92206C771 VANGUARD MORTGAGE-BA 23,751 24,482
46429B267 ISHARES US TREASURY 24,397 24,337
921937835 VANGUARD TOTAL BOND 22,174 22,739
92203J407 VANGUARD TOTAL INTL 96,541 95,384
92206C870 VANGUARD INT-TERM CO 22,332 23,785

TY 2025 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 39,085 71,830
78462F103 SPDR S&P 500 ETF TRU 266,688 998,331
315911750 FIDELITY 500 INDEX F    
83002G306 SIX CIRCLES US UNCON 193,499 331,266
83002G405 SIX CIRCLES INTL UNC 150,632 215,836
46641Q191 JPMORGAN BETABUILDER 48,399 50,650
46641Q217 JPMORGAN BETABUILDER 49,563 70,853
46641Q225 JPMORGAN BETABUILDER 25,287 49,197
46641Q233 JPMORGAN BETABUILDER 31,704 36,933

TY 2025 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 32,825
09250J734 BLACKROCK EVNT DRVN      
64128R608 NEUBERGER BERM LNG S AT COST 20,747 23,954
72201M487 PIMCO DYNAMIC BOND-I      
024525669 AMERICAN BEACON AHL      
72201U638 PIMCO MRTG OPP & BND AT COST 11,780 11,895
83002G876 SIX CIRCLES MULTI-ST AT COST 70,332 69,954

TY 2025 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 2,862
XXX-XX-XXXX A BERRY SVY GOLIAD C   0 1
XXX-XX-XXXX B PAGE SVY HARRIS CO   0 41,445
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 1
XXX-XX-XXXX SEC 14 6N 18E LATIME   0 247
XXX-XX-XXXX SEC 21 6N 18E LATIME   0 1
XXX-XX-XXXX SEC 15 6N 18E LATIME   0 399
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 1
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 1
XXX-XX-XXXX N B WILLIAMS SVY WHA   0 1
XXX-XX-XXXX D G BARNETT SVY KNOX   0 1,478
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 1,615
XXX-XX-XXXX T TUCKER SVY ETC CAS   0 128
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


TY 2025 OtherDecreasesSchedule
Name:
MINCHEN-BEVILLE FOUNDATION XXXXX5005
EIN:
76-6063590
Description Amount
2025 TRANSACTION POSTED IN 2026 3,183


TY 2025 OtherExpensesSchedule
Name:
MINCHEN-BEVILLE FOUNDATION XXXXX5005
EIN:
76-6063590
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MINERAL INT-PRODUCTION TAX 381 381   0
MINERAL INT-AD VALOREM TAX 397 397   0
ROYALTY-OTHER EXPENSES 720 720   0
FIDUCIARY LIABILITY INSURANCE 1,374 0   1,374


TY 2025 OtherIncomeSchedule2
Name:
MINCHEN-BEVILLE FOUNDATION XXXXX5005
EIN:
76-6063590
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 20,708 20,708  
STATE TAX REFUND 60 60  
OIL AND GAS WORKING INTEREST INCOME 463 463  


TY 2025 OtherIncreasesSchedule
Name:
MINCHEN-BEVILLE FOUNDATION XXXXX5005
EIN:
76-6063590
Description Amount
2024 TRANSACTION POSTED IN 2025 3,406
ROUNDING 1


TY 2025 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 2,547 2,547    


TY 2025 TaxesSchedule
Name:
MINCHEN-BEVILLE FOUNDATION XXXXX5005
EIN:
76-6063590
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES 309 309   0
FEDERAL ESTIMATES - INCOME 882 0   0
FOREIGN TAXES ON QUALIFIED FOR 789 789   0
FOREIGN TAXES ON NONQUALIFIED 182 182   0