Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo 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 10-01-2024 , and ending 09-30-2025
Name of foundation
G R WHITE TRUST XXXXX9003
 
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

75-6094930
B Telephone number (see instructions)

(800) 496-2583
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$57,937,919J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,252,083 1,251,790  
5a Gross rents............ 0 0  
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 1,407,590
b Gross sales price for all assets on line 6a 15,258,492
7 Capital gain net income (from Part IV, line 2)... 1,407,590
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
1,323,274 1,323,274  
12 Total. Add lines 1 through 11........ 3,982,947 3,982,654  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 288,771 143,165   145,606
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
13,754 0 0 13,754
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
80,408 80,408   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
46,018     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
91,584 91,584    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 520,535 315,157 0 159,360
25 Contributions, gifts, grants paid....... 2,100,554 2,100,554
26 Total expenses and disbursements. Add lines 24 and 25 2,621,089 315,157 0 2,259,914
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,361,858
b Net investment income (if negative, enter -0-) 3,667,497
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 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............. 112,074 70,836 70,836
2 Savings and temporary cash investments......... 197,817 311,036 311,036
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 23,914,519 Click to see attachment
List of Attached Documents:
// Content
23,977,522 		37,209,566
c Investments—corporate bonds (attach schedule)....... 13,095,223 Click to see attachment
List of Attached Documents:
// Content
14,322,098 		14,378,270
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
21,561 		Click to see attachment
List of Attached Documents:
// Content
21,561 		Click to see attachment
List of Attached Documents:
// Content
5,968,211
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,341,194 38,703,053 57,937,919
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 37,341,194 38,703,053
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)..... 37,341,194 38,703,053
30 Total liabilities and net assets/fund balances (see instructions). 37,341,194 38,703,053
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
37,341,194
2
Enter amount from Part I, line 27a .....................
2
1,361,858
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1
4
Add lines 1, 2, and 3 ..........................
4
38,703,053
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
38,703,053
Form 990-PF (2024)
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 2304. SPDR EURO STOXX 50 ETF     2024-10-17
b 3528.626 FIDELITY 500 INDEX FUND   2024-04-19 2024-10-22
c 154.929 FIDELITY 500 INDEX FUND   2023-10-10 2024-10-22
d 20272.762 PARNASSUS EQTY INCOME FD-INS   2017-08-18 2024-10-24
e 4331.884 FIDELITY INTL INDX   2023-12-14 2024-11-19
2175. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-17 2024-11-19
7228. ISHARES MSCI JAPAN ETF     2024-11-19
621. ISHARES MSCI JAPAN ETF   2020-09-28 2024-11-19
6248. SPDR EURO STOXX 50 ETF   2024-03-01 2024-11-19
1422. AMEX CONSUMER SVC SELECT SPD   2024-07-10 2024-11-19
153. VANECK OIL SERVICES ETF     2024-11-19
1110. VANECK OIL SERVICES ETF   2021-12-09 2024-11-19
26470.711 VANGUARD TTL BD MKT IDX-ADM     2024-11-19
2518. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-17 2024-12-16
4841. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2025-02-06
2986. SPDR OIL & GAS EQUIP & SERV   2024-11-19 2025-02-06
2115. SPDR OIL & GAS EQUIP & SERV   2024-11-19 2025-02-06
13564. VANECK GOLD MINERS ETF     2025-02-06
1467. VANECK SEMICONDUCTOR ETF     2025-02-06
5401.971 FIDELITY INTL INDX     2025-02-19
1238.267 FIDELITY 500 INDEX FUND   2024-11-19 2025-02-19
9667. ISHARES MSCI UNITED KINGDOM   2024-04-04 2025-02-19
1677. SPDR EURO STOXX 50 ETF   2024-03-01 2025-02-19
4539. SPDR EURO STOXX 50 ETF   2023-12-14 2025-02-19
3819. WISDOMTREE JAPAN HEDGED EQ     2025-02-19
2633. WISDOMTREE JAPAN HEDGED EQ   2024-11-19 2025-02-19
2179. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-17 2025-04-08
15092. ISHARES MSCI EUROPE FINANCIA   2024-06-14 2025-04-08
12939. SPDR EURO STOXX 50 ETF   2023-12-14 2025-04-08
161217.565 BLACKROCK HIGH YIELD-K     2025-04-30
1999. INVESCO QQQ TRUST SERIES 1     2025-04-30
1131. INVESCO QQQ TRUST SERIES 1     2025-04-30
10904. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2025-04-30
477. VANECK SEMICONDUCTOR ETF     2025-04-30
2255.1 FIDELITY 500 INDEX FUND   2024-11-19 2025-07-18
4000. INVESCO S&P 500 EQUAL WEIGHT     2025-07-18
2642. VANGUARD EUROPEAN ETF   2025-02-19 2025-07-18
1171.611 FIDELITY 500 INDEX FUND     2025-09-30
9346. ISHARES TR 7-10 YR TREAS INDEX FD     2025-09-30
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 117,622   117,337 285
b 717,405   608,829 108,576
c 31,499   23,442 8,057
d 1,323,811   842,131 481,680
e 214,255   201,606 12,649
203,817   215,901 -12,084
489,846   518,573 -28,727
42,086   36,943 5,143
300,114   318,194 -18,080
200,760   208,077 -7,317
44,921   52,731 -7,810
325,899   213,881 112,018
253,060   276,090 -23,030
235,943   249,949 -14,006
313,639   251,273 62,366
236,680   245,859 -9,179
167,577   174,144 -6,567
557,721   451,273 106,448
364,271   340,116 24,155
277,715   246,344 31,371
264,556   254,848 9,708
353,345   328,944 24,401
91,197   85,405 5,792
246,836   217,225 29,611
419,066   418,169 897
288,921   288,254 667
206,836   216,298 -9,462
373,856   331,232 42,624
625,227   619,228 5,999
1,130,135   1,164,291 -34,156
950,428   1,040,452 -90,024
537,736   216,935 320,801
620,475   565,973 54,502
100,775   108,326 -7,551
493,348   464,122 29,226
736,719   590,571 146,148
203,870   184,431 19,439
272,939   238,472 34,467
901,468   925,033 -23,565
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
      22,118
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       285
b       108,576
c       8,057
d       481,680
e       12,649
      -12,084
      -28,727
      5,143
      -18,080
      -7,317
      -7,810
      112,018
      -23,030
      -14,006
      62,366
      -9,179
      -6,567
      106,448
      24,155
      31,371
      9,708
      24,401
      5,792
      29,611
      897
      667
      -9,462
      42,624
      5,999
      -34,156
      -90,024
      320,801
      54,502
      -7,551
      29,226
      146,148
      19,439
      34,467
      -23,565
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,407,590
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 right arrow 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 50,978
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 50,978
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 50,978
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 54,276
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 22,425
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 76,701
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 25,723
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow25,723 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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)
right arrowTX
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 2024 or the taxable year beginning in 2024? 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 addressright arrow  
14
The books are in care ofright arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN IL1-0111CHICAGOIL ZIP+4right arrow606032300
15
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
15
 
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)
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
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 ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 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.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 .........right arrow
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 N A TRUSTEE
40 		288,771    
10 S DEARBORN IL1-0111
CHICAGO,IL606032300
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...................right arrow 0
Form 990-PF (2024)
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 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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
47,341,632
b
Average of monthly cash balances.......................
1b
1,317,487
c
Fair market value of all other assets (see instructions)................
1c
6,673,386
d
Total (add lines 1a, b, and c).........................
1d
55,332,505
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
55,332,505
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
829,988
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
54,502,517
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,725,126
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.)
1
Minimum investment return from Part IX, line 6..................
1
2,725,126
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
50,978
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
50,978
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,674,148
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,674,148
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
2,674,148
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, column (d), line 26 ..........
1a
2,259,914
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
2,259,914
Form 990-PF (2024)
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 2,674,148
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
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...... 20,736
e From 2023...... 0
f Total of lines 3a through e ........ 20,736
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,259,914
a Applied to 2023, but not more than line 2a 0
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..... 2,259,914
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 20,736 20,736
(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 .......... 		393,498
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)
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 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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.
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:
JPMORGAN CHASE BANK NA
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:
NAME, PURPOSE, AMOUNT, LIST OF DIRECTORS, PURPOSE OF REQUEST www.jpmorgan.com/onlinegrants
cAny submission deadlines:
SEPTEMBER
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TEXAS
Form 990-PF (2024)
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)
aPaid during the year

VISION HEIGHTS CHURCH

2300 MENARD HWY
BRADY,TX76825 		NONE PC GENERAL OPERATING 50,000

BRADY YOUTH SPORTS FOUNDATION INC

PO BOX 1206
BRADY,TX76825 		NONE PC GENERAL 10,000

Baylor Scott and White All Saints Health

1400 8TH AVENUE
Fort Worth,TX76104 		NONE PC GENERAL 113,674

FRONTERA HEALTHCARE NETWORK

PO BOX 660
MENARD,TX76859 		NONE PC GENERAL 10,000

SOUTHWESTERN MEDICAL FDN

3889 MAPLE AVE STE 100
Dallas,TX75219 		NONE PC GENERAL 160,000

JUNTA PATRIOTICA

9314 LAKE FOREST COURT DRIVE
COLLEGE STATION,TX77845 		NONE PC GENERAL 8,000

Blue Bonnett CASA

304 SAN ANTONIO STREET
Mason,TX76856 		NONE PC GENERAL 5,000

Brady Volunteer Fire Department Inc

216 WEST COMMERCE STREET
Brady,TX76825 		NONE PC GENERAL 32,750

Casa Care Inc

PO BOX 56
Brady,TX76825 		NONE PC GENERAL 40,000

Family Shelter of McCulloch County

PO BOX 310
Brady,TX76825 		NONE PC GENERAL 17,000

MCCULLOCH COUNTY JUNIOR LIVESTOC

P O BOX 591
Brady,TX76825 		NONE PC GENERAL 35,500

Parkland Health Foundation

1341 W MOCKINGBIRD LN STE 1100E
Dallas,TX75247 		NONE PC GENERAL 50,000

MCCULLOCH COUNTY 4-H 4-H YOUTH C

114 W MAIN STREET
Brady,TX76825 		NONE PC GENERAL 15,000

Texas A&M Foundation

401 GEORGE BUSH DRIVE
College Station,TX77840 		NONE PC GENERAL 669,852

Mission Brady

200 W 4TH ST
Brady,TX76825 		NONE PC GENERAL 30,000

Texas and Southwestern Cattle Raisers Fo

1600 GENDY STREET
Fort Worth,TX76107 		NONE PC GENERAL 25,000

Texas Tech University College of Agricul

BOX 42123
Lubbock,TX794092123 		NONE PC GENERAL 130,000

MARY LEE FOUNDATION

1339 LAMAR SQUARE DR
AUSTIN,TX78704 		NONE PC GENERAL 25,000

Voca Community Association

PO BOX 7
Voca,TX76887 		NONE PC GENERAL 1,950

University of Texas Law School Foundatio

727 E DEAN KEETON STREET
Austin,TX78705 		NONE PC GENERAL 315,000

Placid Community Volunteer Fire Departme

206 FRONT STREET PO BOX 48
Rochelle,TX76872 		NONE PC GENERAL 59,408

MCCULLOCH COUNTY GENERAL OPERATI

PO BOX 1144
Brady,TX76825 		NONE PC GENERAL 10,000

St Stephen's Episcopal School

6500 ST STEPHENS DRIVE
Austin,TX78746 		NONE PC GENERAL 25,000

Texas State University

601 UNIVERSITY DR
San Marcos,TX78666 		NONE PC GENERAL 29,647

MCCULLOCH COUNTY RESOURCE CENTER

PO BOX 1144
Brady,TX76825 		NONE PC GENERAL 25,000

MCCULLOCH COUNTY LIBRARY ASSOCIA

PO BOX 505
Brady,TX76825 		NONE PC GENERAL 18,778

ROCHELLE VOLUNTEER FIRE DEPARTMENT

PO BOX 2
ROCHELLE,TX76872 		NONE PC GENERAL 35,000

MCCULLOCH COUNTY HISTORICAL THEA TER SOC

PO BOX 1208
Brady,TX76825 		NONE PC GENERAL 15,000

Rotary Club of Brady Texas

PO BOX 591
Brady,TX76825 		NONE PC GENERAL 15,000

HEART OF TEXAS HISTORICAL MUSEUM INC

117 N HIGH ST
BRADY,TX76825 		NONE PC GENERAL 8,000

ELM GROVE VOLUNTEER FIRE
DEPARTMENT INC
1622 CR 255
ROCHELLE,TX76872 		NONE PC GENERAL 81,545

VOCA VOLUNTEER FIRE DEPARTMENT

PO BOX 135
VOCA,TX76887 		NONE PC GENERAL 34,450
Total .................................right arrow 3a 2,100,554
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
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
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 1,252,083  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....       0  
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 1,407,590  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRENTAL INCOME 		    16 475  
bROYALTY INCOME     15 1,130,635  
cLEASE BONUS     15 183,472  
dFARM-OTHER INCOME     1 8,692  
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,982,947  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,982,947
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
G R WHITE TRUST XXXXX9003
EIN:
75-6094930
Name of Bond End of Year Book Value End of Year Fair Market Value
921937603 VANGUARD TTL BD MKT 6,558,594 6,611,297
256210105 DODGE & COX INCOME-I 3,101,350 3,156,567
693390700 PIMCO TOTAL RETURN F 2,070,250 2,026,061
464287440 ISHARES 7-10 YEAR TR 1,428,704 1,421,145
09260B614 BLACKROCK HIGH YIELD 1,163,200 1,163,200

TY 2024 InvestmentsCorpStockSchedule
Name:
G R WHITE TRUST XXXXX9003
EIN:
75-6094930
Name of Stock End of Year Book Value End of Year Fair Market Value
315911750 FIDELITY 500 INDEX F 9,155,783 17,332,793
701769408 PARNASSUS CORE EQUIT    
315911727 FIDELITY INTL INDX 1,388,093 1,929,632
46434G822 ISHARES MSCI JAPAN E 1,041,567 1,508,189
46434G103 ISHARES CORE MSCI EM 3,061,603 3,776,029
46090E103 INVESCO QQQ TRUST SE 727,566 2,109,100
92189F106 VANECK GOLD MINERS E    
81369Y209 HEALTH CARE SELECT S 340,392 458,704
922042874 VANGUARD FTSE EUROPE 3,063,584 3,821,782
92189H607 VANECK OIL SERVICES    
04314H857 ARTISAN INTL VAL-INS 822,519 1,003,475
464287507 ISHARES CORE S&P MID    
46641Q225 JPMORGAN BETABUILDER 868,259 1,122,127
81369Y605 FINANCIAL SELECT SEC 711,808 860,627
46137V357 INVESCO S&P 500 EQUA    
464289180 ISHARES MSCI EUROPE    
46435G334 ISHARES MSCI UNITED    
78463X202 SPDR EURO STOXX 50 E    
92189F676 VANECK SEMICONDUCTOR    
46641Q233 JPMORGAN BETABUILDER 472,882 523,962
81369Y308 CONSUMER STAPLES SPD 123,041 119,201
81369Y407 CONSUMER DISCRETIONA 237,334 276,305
81369Y506 ENERGY SELECT SECTOR 115,781 116,767
81369Y704 INDUSTRIAL SELECT SE 339,743 375,859
81369Y803 TECHNOLOGY SELECT SE 913,691 1,198,469
81369Y852 COMM SERV SELECT SEC 229,641 284,798
81369Y886 UTILITIES SELECT SEC 364,235 391,747

TY 2024 LegalFeesSchedule
Name:
G R WHITE TRUST XXXXX9003
EIN:
75-6094930
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 13,754     13,754


TY 2024 OtherAssetsSchedule
Name:
G R WHITE TRUST XXXXX9003
EIN:
75-6094930
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
83F288456 WHITE-BAKER PECOS CN 8,707 8,707 89,000
XXX-XX-XXXX WHITE-BAKER PECOS CO 12,854 12,854 247,000
XXX-XX-XXXX SEC 43 & 44 GC&SF SV   0 12,943
XXX-XX-XXXX SEC 10 T&P SVY MARTI   0 16,764
XXX-XX-XXXX SEC 54 CCSD&RGNG SVY   0 1
XXX-XX-XXXX TC RR SVY & GC&SF SV   0 46,941
XXX-XX-XXXX SEC 19 & 21 TC RY SV   0 281
XXX-XX-XXXX SEC 21 J GIBSON SVY   0 207,803
XXX-XX-XXXX SEC 27,28&29 T&P SVY   0 1,787,822
XXX-XX-XXXX GC&SF RY CO SVY PECO   0 120,805
XXX-XX-XXXX PECOS COUNTY, TEXAS   0 1
XXX-XX-XXXX SEC 551 GARZA CO SVY   0 1
XXX-XX-XXXX TC RY CO SVY PECOS C   0 1
XXX-XX-XXXX SEC 2 TC RY CO SVY P   0 1
XXX-XX-XXXX SEC 37 TC RY CO SVY   0 3,676
XXX-XX-XXXX SEC 3 TC RY CO SVY P   0 1
XXX-XX-XXXX SEC 1 GC & SF RY SVY   0 1
XXX-XX-XXXX SEC 2 TC RY CO SVY P   0 1
XXX-XX-XXXX SEC 42 H&GN RY SVY P   0 1
XXX-XX-XXXX SECTIONS 8, 9, 11, 1   0 1
XXX-XX-XXXX T&P RR SVY MARTIN &   0 1,922,147
XXX-XX-XXXX SEC 3 TC RY CO SVY P   0 1
XXX-XX-XXXX BLK 48 T&P RR CO SVY   0 1
XXX-XX-XXXX J L SCOTT SVY BROWN   0 1
XXX-XX-XXXX BLK Z TC RY CO SVY P   0 1
XXX-XX-XXXX SEC 42 GC & SF RY SV   0 1
XXX-XX-XXXX BLK Z TC RY CO SVY P   0 1
XXX-XX-XXXX SEC 93&95 GC & SF SV   0 1
XXX-XX-XXXX SEC23 T&P SVY HOWARD   0 323,830
XXX-XX-XXXX GC&SF SVY PECOS CO T   0 1
XXX-XX-XXXX 22,372.80 ACRES PECO   0 76,956
XXX-XX-XXXX SEC 4 T&P RR SVY MAR   0 76,369
XXX-XX-XXXX H&GN RY SVY SEC 49 P   0 9,928
XXX-XX-XXXX JOHN PACE SVY A-247   0 1
XXX-XX-XXXX T.C. RY CO SVY PECOS   0 1
XXX-XX-XXXX .015625 MI 325.5 ACS   0 1
XXX-XX-XXXX ALL OF SEC 33, BLK Z   0 8,977
XXX-XX-XXXX SECTION 88, BLOCK 19   0 1
XXX-XX-XXXX TC RR SVY, A-7058, S   0 1
XXX-XX-XXXX SECTION 42, BLOCK 11   0 1
XXX-XX-XXXX NORTH 352 ACRES OF S   0 1
XXX-XX-XXXX S/2 OF SECTION 10, B   0 1
XXX-XX-XXXX GRW FORD RANCH MINER   0 892,000
XXX-XX-XXXX .25 ACRES IN THE HRS   0 1
XXX-XX-XXXX C. STARTZ SVY CONCHO   0 1
XXX-XX-XXXX MCCULLOCH COUNTY, TE   0 1
XXX-XX-XXXX STATE SCHOOL SECTION   0 1
XXX-XX-XXXX WEST 165.08 ACRES OF   0 1
XXX-XX-XXXX WEST 166.67 ACRES OF   0 1
XXX-XX-XXXX 100.51 ACRES IN THE   0 1
XXX-XX-XXXX 104.87 ACRES IN THE   0 1
XXX-XX-XXXX 114.05 ACRES IN THE   0 1
XXX-XX-XXXX 118.77 ACRES IN THE   0 1
XXX-XX-XXXX 1200 ACRES MENARD CO   0 1
XXX-XX-XXXX 123.66 ACRES IN THE   0 1
XXX-XX-XXXX 128.97 ACRES IN THE   0 1
XXX-XX-XXXX 137.40 ACRES IN THE   0 1
XXX-XX-XXXX 149.89 ACRES IN BLOC   0 1
XXX-XX-XXXX 160.39 ACRES IN THE   0 1
XXX-XX-XXXX 160.75 ACRES IN BLOC   0 1
XXX-XX-XXXX 162.19 ACRES IN THE   0 1
XXX-XX-XXXX 164.36 ACRES IN THE   0 1
XXX-XX-XXXX 164.475 ACRES, W/2 G   0 1
XXX-XX-XXXX 169.89 ACRES IN THE   0 1
XXX-XX-XXXX 172.01 ACRES IN THE   0 1
XXX-XX-XXXX 2.85 ACRES IN THE BS   0 1
XXX-XX-XXXX 20.51 ACRES IN THE D   0 1
XXX-XX-XXXX 233.15 ACRES IN THE   0 1
XXX-XX-XXXX 237.74 ACRES IN BLOC   0 1
XXX-XX-XXXX 24.26 ACRES IN THE H   0 1
XXX-XX-XXXX 2413.78 AC CONCHO/MC   0 378
XXX-XX-XXXX 259.98 ACRES IN THE   0 1
XXX-XX-XXXX 269.84 ACRES IN THE   0 1
XXX-XX-XXXX 274.60 ACRES IN THE   0 1
XXX-XX-XXXX 275.99 ACRES IN THE   0 1
XXX-XX-XXXX 323.53 ACRES IN THE   0 1
XXX-XX-XXXX 323.69 ACRES IN THE   0 1
XXX-XX-XXXX 323.79 ACRES IN THE   0 1
XXX-XX-XXXX 323.83 ACRES IN THE   0 1
XXX-XX-XXXX 324.33 ACRES IN THE   0 1
XXX-XX-XXXX 324.92 ACRES IN THE   0 1
XXX-XX-XXXX 325.46 ACRES IN THE   0 1
XXX-XX-XXXX 326 ACRES IN THE P M   0 1
XXX-XX-XXXX 326.19 ACRES IN THE   0 1
XXX-XX-XXXX 326.31 ACRES IN THE   0 1
XXX-XX-XXXX 326.62 ACRES IN BLOC   0 1
XXX-XX-XXXX 326.72 ACRES IN THE   0 1
XXX-XX-XXXX 327.77 ACRES IN BLOC   0 1
XXX-XX-XXXX 327.95 ACRES IN THE   0 1
XXX-XX-XXXX 327.97 ACRES IN THE   0 1
XXX-XX-XXXX 328.48 ACRES IN THE   0 124,460
XXX-XX-XXXX 328.78 ACRES IN THE   0 1
XXX-XX-XXXX 329.27 ACRES, E/2 CS   0 1
XXX-XX-XXXX 329.97 ACRES IN BLOC   0 1
XXX-XX-XXXX 330.07 ACRES IN BLOC   0 1
XXX-XX-XXXX 334.14 ACRES IN THE   0 1
XXX-XX-XXXX 334.37 ACRES IN THE   0 1
XXX-XX-XXXX 334.41 ACRES IN BLOC   0 1
XXX-XX-XXXX 336.81 ACRES IN THE   0 1
XXX-XX-XXXX 34.60 ACRES IN THE G   0 1
XXX-XX-XXXX 340 AC H&TC SVY MCCU   0 1
XXX-XX-XXXX 364.10 ACRES IN THE   0 1
XXX-XX-XXXX 365.19 ACRES IN THE   0 1
XXX-XX-XXXX 366.22 ACRES IN THE   0 1
XXX-XX-XXXX 392.28 ACRES IN BLOC   0 1
XXX-XX-XXXX 4.00 ACRES IN THE H&   0 1
XXX-XX-XXXX 4.11 ACRES IN THE J   0 1
XXX-XX-XXXX 4.71 ACRES IN THE G   0 1
XXX-XX-XXXX 43.25 ACRES IN THE H   0 1
XXX-XX-XXXX 457.58 ACRES IN THE   0 1
XXX-XX-XXXX 47.88 ACRES IN THE D   0 1
XXX-XX-XXXX 475.30 ACRES IN THE   0 1
XXX-XX-XXXX 496.4 ACRES H&TC RR   0 1
XXX-XX-XXXX 530.49 ACRES IN BLOC   0 1
XXX-XX-XXXX 538.25 ACRES IN THE   0 1
XXX-XX-XXXX 539.3 ACRES IN THE H   0 1
XXX-XX-XXXX 54.15 ACRES IN THE G   0 1
XXX-XX-XXXX 544.93 ACRES IN THE   0 1
XXX-XX-XXXX 55.31 ACRES IN THE G   0 1
XXX-XX-XXXX 556.35 ACRES IN THE   0 1
XXX-XX-XXXX 58.85 ACRES IN THE J   0 1
XXX-XX-XXXX 6.04 ACRES IN THE F   0 1
XXX-XX-XXXX 63.90 ACRES IN THE C   0 1
XXX-XX-XXXX 630.80 ACRES IN THE   0 1
XXX-XX-XXXX 649 AC J GIBSON MCCU   0 1
XXX-XX-XXXX 651.07 ACRES IN BLOC   0 1
XXX-XX-XXXX 651.96 ACRES IN BLOC   0 1
XXX-XX-XXXX 654.45 ACRES IN THE   0 1
XXX-XX-XXXX 654.52 ACRES IN BLOC   0 1
XXX-XX-XXXX 654.67 ACRES IN THE   0 1
XXX-XX-XXXX 655.78 ACRES IN THE   0 1
XXX-XX-XXXX 656.21 ACRES IN THE   0 1
XXX-XX-XXXX 656.63 ACRES IN THE   0 1
XXX-XX-XXXX 657.95 ACRES IN THE   0 1
XXX-XX-XXXX 660.88 ACRES IN THE   0 1
XXX-XX-XXXX 661.01 ACRES IN THE   0 1
XXX-XX-XXXX 662.23 ACRES IN THE   0 1
XXX-XX-XXXX 662.57 ACRES IN THE   0 1
XXX-XX-XXXX 664.31 ACRES IN THE   0 1
XXX-XX-XXXX 67.17 ACRES IN THE B   0 1
XXX-XX-XXXX 676.3 ACRES IN THE G   0 1
XXX-XX-XXXX 8.86 ACRES IN THE G   0 1
XXX-XX-XXXX 802 AC FISHER SVY MC   0 1
XXX-XX-XXXX 93.04 ACRES IN BLOCK   0 1
XXX-XX-XXXX 96.83 ACRES IN THE J   0 1
XXX-XX-XXXX 97.2 ACRES IN THE H&   0 1
XXX-XX-XXXX M CUMMINGS SVY MCCUL   0 1
XXX-XX-XXXX 44.69 ACRES IN THE D   0 1
XXX-XX-XXXX 16.64 ACRES IN THE F   0 1
XXX-XX-XXXX SEC 145 BLOCK 72 T&N   0 1


TY 2024 OtherExpensesSchedule
Name:
G R WHITE TRUST XXXXX9003
EIN:
75-6094930
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FARM-INSURANCE 82 82   0
FARM-OTHER EXPENSES 525 525   0
ROYALTY - OTHER EXPENSES 1,639 1,639   0
MINERAL INT-PRODUCTION TAX 47,244 47,244   0
MINERAL INT-AD VALOREM TAX 41,802 41,802   0
FARM-TAXES 292 292   0


TY 2024 OtherIncomeSchedule2
Name:
G R WHITE TRUST XXXXX9003
EIN:
75-6094930
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RENTAL INCOME 475 475  
ROYALTY INCOME 1,130,635 1,130,635  
LEASE BONUS 183,472 183,472  
FARM - OTHER INCOME 8,692 8,692  


TY 2024 OtherIncreasesSchedule
Name:
G R WHITE TRUST XXXXX9003
EIN:
75-6094930
Description Amount
ROUNDING 1


TY 2024 OtherProfessionalFeesSchedule
Name:
G R WHITE TRUST XXXXX9003
EIN:
75-6094930
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 80,408 80,408    


TY 2024 TaxesSchedule
Name:
G R WHITE TRUST XXXXX9003
EIN:
75-6094930
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - INCOME 46,018 0   0