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
W B MUNSON FOUNDATION XXXXX5008
 
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

75-6015068
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)$9,851,451J 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... 275,331 275,331  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 260,366
b Gross sales price for all assets on line 6a 2,169,599
7 Capital gain net income (from Part IV, line 2)... 260,366
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
323,855 323,855  
12 Total. Add lines 1 through 11........ 859,552 859,552  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 104,422 55,000   49,422
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
16,908 16,908   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,219 3,820   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
44,158 44,158    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 176,707 119,886 0 49,422
25 Contributions, gifts, grants paid....... 382,625 382,625
26 Total expenses and disbursements. Add lines 24 and 25 ................ 559,332 119,886 0 432,047
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 300,220
b Net investment income (if negative, enter -0-) 739,666
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............. 42,429 101,471 101,471
2 Savings and temporary cash investments......... 64,416 40,605 40,605
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)....... 3,444,241 Click to see attachment
List of Attached Documents:
// Content
3,420,090 		5,526,015
c Investments—corporate bonds (attach schedule)....... 2,858,024 Click to see attachment
List of Attached Documents:
// Content
3,084,437 		3,100,060
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 834,276 Click to see attachment
List of Attached Documents:
// Content
889,808 		895,686
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )     Click to see attachment
List of Attached Documents:
// Content
187,614
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,243,386 7,536,411 9,851,451
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........ 7,243,386 7,536,411
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)..... 7,243,386 7,536,411
30 Total liabilities and net assets/fund balances (see instructions). 7,243,386 7,536,411
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
7,243,386
2
Enter amount from Part I, line 27a .....................
2
300,220
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
6,786
4
Add lines 1, 2, and 3 ..........................
4
7,550,392
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
13,981
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
7,536,411
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 103.71 FIDELITY 500 INDEX FUND     2025-01-31
b 1074. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2025-02-12
c 1961. VANECK GOLD MINERS ETF     2025-02-12
d 187. VANECK SEMICONDUCTOR ETF     2025-02-12
e 39. VANECK OIL SERVICES ETF   2024-04-05 2025-02-12
142. VANECK OIL SERVICES ETF   2021-12-09 2025-02-12
291. ISHARES TR 7-10 YR TREAS INDEX FD   2024-09-17 2025-02-21
181. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-22 2025-02-21
16. ISHARES MSCI UNITED KINGDOM   2024-04-05 2025-02-21
1207. ISHARES MSCI UNITED KINGDOM   2024-04-05 2025-02-21
704. SPDR EURO STOXX 50 ETF     2025-02-21
891. SPDR EURO STOXX 50 ETF   2023-12-14 2025-02-21
30. SPDR EURO STOXX 50 ETF   2023-12-14 2025-02-21
5. WISDOMTREE JAPAN HEDGED EQ   2024-11-22 2025-02-21
787. WISDOMTREE JAPAN HEDGED EQ     2025-02-21
223. ISHARES GOLD TRUST     2025-03-13
2499. ISHARES GOLD TRUST     2025-03-13
5947.871 PIMCO COMMODITYPL STRAT-INS     2025-03-13
111.675 FIDELITY 500 INDEX FUND   2024-10-24 2025-04-11
89. INVESCO QQQ TRUST SERIES 1   2025-02-12 2025-04-11
2498. ISHARES MSCI EUROPE FINANCIA   2024-06-18 2025-04-11
1606. SPDR EURO STOXX 50 ETF   2023-12-14 2025-04-11
21130.525 BLACKROCK HIGH YIELD-K   2024-09-20 2025-05-08
819.316 FIDELITY INTL INDX     2025-05-08
271. INVESCO QQQ TRUST SERIES 1     2025-05-08
221. INVESCO QQQ TRUST SERIES 1     2025-05-08
1368. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2025-05-08
191. ISHARES MSCI JAPAN ETF   2020-09-29 2025-05-08
87. VANECK SEMICONDUCTOR ETF     2025-05-08
379. VANGUARD EUROPEAN ETF     2025-05-08
723. ABRDN PHYSICAL GOLD SHARES     2025-07-01
454.825 FIDELITY 500 INDEX FUND   2024-10-24 2025-07-31
85. INVESCO S&P 500 EQUAL WEIGHT   2025-05-08 2025-07-31
544. INVESCO S&P 500 EQUAL WEIGHT     2025-07-31
229. ISHARES MSCI JAPAN ETF   2020-09-29 2025-07-31
1962. ISHARES TR 7-10 YR TREAS INDEX FD     2025-10-01
2633.245 AMERICAN BEACON AHL MGD-R5   2021-11-23 2025-12-02
6143.199 NEUBERGR LONG SHRT FUND-INST     2025-12-02
4553.809 PIMCO UNCONSTRAINED BD FD INSTL CL*   2021-02-05 2025-12-02
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 21,766   21,127 639
b 68,020   55,746 12,274
c 82,585   74,359 8,226
d 46,465   43,778 2,687
e 10,906   13,622 -2,716
39,708   27,361 12,347
27,265   28,797 -1,532
16,958   17,972 -1,014
581   547 34
43,840   41,255 2,585
38,312   35,853 2,459
48,489   42,641 5,848
1,634   1,436 198
537   552 -15
84,563   86,930 -2,367
12,547   8,291 4,256
140,546   76,885 63,661
39,613   46,138 -6,525
20,801   22,545 -1,744
40,440   47,020 -6,580
68,450   56,249 12,201
84,815   76,859 7,956
148,970   152,985 -4,015
44,030   41,115 2,915
132,322   135,048 -2,726
107,908   36,949 70,959
80,663   71,006 9,657
13,718   11,377 2,341
19,309   19,758 -449
27,893   26,500 1,393
23,009   20,597 2,412
100,193   91,820 8,373
15,608   14,672 936
99,892   79,408 20,484
16,858   13,640 3,218
189,284   193,990 -4,706
26,543   30,941 -4,398
123,970   93,873 30,097
46,995   49,591 -2,596
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
      13,593
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       639
b       12,274
c       8,226
d       2,687
e       -2,716
      12,347
      -1,532
      -1,014
      34
      2,585
      2,459
      5,848
      198
      -15
      -2,367
      4,256
      63,661
      -6,525
      -1,744
      -6,580
      12,201
      7,956
      -4,015
      2,915
      -2,726
      70,959
      9,657
      2,341
      -449
      1,393
      2,412
      8,373
      936
      20,484
      3,218
      -4,706
      -4,398
      30,097
      -2,596
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 260,366
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 10,281
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 10,281
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 10,281
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,996
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 4,996
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 5,285
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 ofJPMORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN 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)
Yes
 
(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
 
No
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 		104,422    
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................... 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
8,972,799
b
Average of monthly cash balances.......................
1b
169,695
c
Fair market value of all other assets (see instructions)................
1c
187,824
d
Total (add lines 1a, 1b, and 1c).......................
1d
9,330,318
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
9,330,318
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
139,955
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,190,363
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
459,518
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
459,518
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
10,281
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,281
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
449,237
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
449,237
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
449,237
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
432,047
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
432,047
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 7 449,237
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 357,101
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: $ 432,047
a Applied to 2024, but not more than line 2a 357,101
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..... 74,946
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 .......... 		374,291
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).)
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 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
SUSAN.KRAVIK@JPMORGAN.COM
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:
LIMITED TO EDUCATIONAL, MEDICAL AND CULTURAL
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

ALYSSA A PATTERSON
US MILITARY ACADEMY-WEST POINT
606 THAYER RD
WEST POINT,NY10996 		NONE   SCHOLARSHIP 3,000

JOSE DAVID ARIZA
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 3,000

CHANDLER TURNER
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HWY
MALIBU,CA90263 		NONE   SCHOLARSHIP 3,000

MELIJAH BOWMAN
PRAIRIE VIEW A&M UNIVERSITY
P O BOX 519
PRAIRIE VIEW,TX77446 		NONE   SCHOLARSHIP 3,000

PRICE ALLEN
TEXAS A&M FOUNDATION
400 BIZELLE ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 1,500

MERCEDES REED
TEXAS TECH UNIVERSITY
2500 BROADWAY W
LUBBOCK,TX79409 		NONE   SCHOLARSHIP 1,500

CANAAN THOMAS
UNIVERSITY OF ARKANSAS AT FAYETTEVILLE
535 W RESEARCH CENTER BLVD STE 120
FAYETTEVILLE,AR72701 		NONE   SCHOLARSHIP 1,500

AVERY ENCALADE
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HWY
MALIBU,CA90263 		NONE   SCHOLARSHIP 1,500

FAMILY PROMISE OF GRAYSON COUNTY INC

901 E HOUSTON STREET STE 100
SHERMAN,TX75090 		NONE   GENERAL 5,000

COURT APPOINTED SPECIAL ADVOCATES
OF GRAYSON COUNTY INC
101 E JONES ST
SHERMAN,TX75090 		NONE   GENERAL 5,000

LUKE SPARLIN
UNIVERSITY OF OKLAHOMA
660 PARRINGTON OVAL ROOM 110
NORMAN,OK73019 		NONE   SCHOLARSHIP 3,000

CITY OF DENISON
ATTN MR AARON WENER
300 W MAIN STREET
DENISON,TX75020 		NONE   GENERAL 15,625

SERENITY QUILLENS
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLE 311277
DENISON,TX76203 		NONE   SCHOLARSHIP 3,000

LUKE HORNING
TEXAS A AND M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 1,500

TEXAS A&M FOUNDATION

401 GEORGE BUSH DR
COLLEGE STATION,TX77840 		NONE   GENERAL 21,000

AUSTIN COLLEGE

900 N GRAND AVE STE 6G
SHERMAN,TX75090 		NONE   GENERAL 30,000

TEXOMA FAMILY SHELTER

331 W MORTON ST
DENISON,TX75020 		NONE   GENERAL 9,500

RED RIVER RAILROAD MUSEUM

124 W MAIN ST
DENISON,TX75021 		NONE   GENERAL 2,000

HABITAT FOR HUMANITY OF GRAYSON COUNTY

P O BOX 2725
SHERMAN,TX75091 		NONE   GENERAL 10,000

MASTERKEY MINISTRIES OF GRAYSON COUNTY

209 S FM 1417
SHERMAN,TX75092 		NONE   GENERAL 20,000

THE CHILD AND FAMILY GUIDANCE

9650 ZELZAH AVENUE
NORTHRIDGE,CA91325 		NONE   GENERAL 25,000

HOUSE OF ELI INC

123 N CROCKETT ST
SHERMAN,TX75090 		NONE   GENERAL 10,000

BUCKLEY TURNER
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
AUSTIN,TX78712 		NONE   SCHOLARSHIP 1,500

VENUKI L GAMAGE
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE
SHERMAN,TX75090 		NONE   SCHOLARSHIP 1,500

MAI UENO
UNIVERSITY OF NORTH CAROLINA AT CH
103 SOUTH BLDG CAMPUS BOX 9100
CHAPEL HILL,NC27599 		NONE   SCHOLARSHIP 1,500

DENISON INDEPENDENT SCHOOL DISTRICT
SPECIAL EDUCATION DEPARTMENT
400 SOUTH LILIES LANE
DENISON,TX75020 		NONE   GENERAL 60,000

SHERMAN SYMPHONY ORCHESTRA

400 N ELM
SHERMAN,TX75090 		NONE   GENERAL 20,000

DENISON PUBLIC LIBRARY

300 W GANDY ST
DENISON,TX75020 		NONE   GENERAL 90,000

PRICE HOTALEN
TEXAS A AND M UNIVERSITY
400 BIZZELL ST
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIP 1,500

CHILDRENS CHORUS OF GREATER NORTH TEXAS

400 N SAINT PAUL ST STE 510
DALLAS,TX75201 		NONE   GENERAL 5,000

DENISON MAIN STREET INC

415 W MAIN
DENISON,TX75021 		NONE   GENERAL 5,000

DENISON SISTER CITIES INC

300 W MAIN STREET
DENISON,TX75020 		NONE   GENERAL 18,000
Total ................................. 3a 382,625
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 ....     14 275,331  
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 ............ 		    18 260,366  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    15 323,855  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   859,552  
13Total. Add line 12, columns (b), (d), and (e)..................
13
859,552
(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:
W B MUNSON FOUNDATION XXXXX5008
EIN:
75-6015068
Name of Bond End of Year Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME-I 641,078 656,602
693390700 PIMCO TOTAL RETURN F 377,077 373,043
921937603 VANGUARD TTL BD MKT 1,572,008 1,580,144
464287440 ISHARES 7-10 YEAR TR 305,067 301,846
09260B614 BLACKROCK HIGH YIELD 189,207 188,425

TY 2025 InvestmentsCorpStockSchedule
Name:
W B MUNSON FOUNDATION XXXXX5008
EIN:
75-6015068
Name of Stock End of Year Book Value End of Year Fair Market Value
315911727 FIDELITY INTL INDX 241,344 339,178
315911750 FIDELITY 500 INDEX F 1,208,156 2,533,009
46090E103 INVESCO QQQ TRUST SE 65,321 246,338
46434G103 ISHARES CORE MSCI EM 440,601 576,210
46434G822 ISHARES MSCI JAPAN E 136,904 198,782
92189F106 VANECK GOLD MINERS E    
81369Y209 STATE STREET HEALTH 50,035 73,840
92189H607 VANECK OIL SERVICES    
922042874 VANGUARD FTSE EUROPE 422,790 535,940
04314H857 ARTISAN INTL VAL-INS 117,104 140,180
46137V357 INVESCO S&P 500 EQUA    
464287507 ISHARES CORE S&P MID    
46641Q225 JPMORGAN BETABUILDER 114,549 159,588
78463X202 SPDR EURO STOXX 50 E    
97717W851 WISDOMTREE JAPAN HED    
464289180 ISHARES MSCI EUROPE    
46435G334 ISHARES MSCI UNITED    
81369Y407 STATE STREET CONSUME 45,198 51,585
81369Y605 STATE STREET FINANCI 119,288 142,019
81369Y704 STATE STREET INDUSTR 64,140 69,649
92189F676 VANECK SEMICONDUCTOR    
46641Q233 JPMORGAN BETABUILDER 65,202 72,852
81369Y308 STATE STREET CONSUME 22,579 21,983
81369Y506 STATE STREET ENERGY 21,284 21,371
81369Y803 STATE STREET TECHNOL 176,532 222,866
81369Y852 STATE STREET COMMUNI 43,274 52,150
81369Y886 STATE STREET UTILITI 65,789 68,475

TY 2025 InvestmentsOtherSchedule2
Name:
W B MUNSON FOUNDATION XXXXX5008
EIN:
75-6015068
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 354,151 344,320
64128R608 NEUBERGER BERM LNG S      
191912708 COHEN & STEERS RL ES AT COST 358,608 355,902
72201P175 PIMCO COMMODITYPL ST AT COST 67,469 64,131
024525669 AMERICAN BEACON AHL      
464285204 ISHARES GOLD TRUST      
72201M487 PIMCO DYNAMIC BOND-I      
00326A104 ABRDN PHYSICAL GOLD AT COST 44,441 64,085
22544R305 CREDIT SUISSE COMM R AT COST 65,139 67,248

TY 2025 OtherAssetsSchedule
Name:
W B MUNSON FOUNDATION XXXXX5008
EIN:
75-6015068
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX .0118110 , SAMUEL A   0 1,352
XXX-XX-XXXX RI-VARIOUS MIN INT G   0 34,389
XXX-XX-XXXX H&TC RRCO SY WARD CO   0 5,551
XXX-XX-XXXX SAMUEL A LONG SVY GR   0 1
XXX-XX-XXXX VARIOUS MIN. INTERES   0 1
XXX-XX-XXXX VARIOUS MIN. INTERES   0 146,313
XXX-XX-XXXX W/2 SW/4 SEC. 20, SE   0 1
XXX-XX-XXXX VARIOUS LIFE ESTATE   0 1
XXX-XX-XXXX P STAMPS SVYS GRAYSO   0 1
XXX-XX-XXXX ABRAM LOTT SVY GRAYS   0 1
XXX-XX-XXXX MG STANLEY SVYS GRAY   0 1
XXX-XX-XXXX SEC 311, BLK D, J.H.   0 1
XXX-XX-XXXX SEC 308, BLK D, JOHN   0 1


TY 2025 OtherDecreasesSchedule
Name:
W B MUNSON FOUNDATION XXXXX5008
EIN:
75-6015068
Description Amount
2025 TRANSACTION POSTED IN 2026 7,812
MUTUAL FUND ADJUSTMENT 5
ROUNDING 1
RETURN OF CAPITAL ADJUSTMENT 6,163


TY 2025 OtherExpensesSchedule
Name:
W B MUNSON FOUNDATION XXXXX5008
EIN:
75-6015068
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MINERAL INT-PRODUCTION TAX 12,536 12,536   0
MINERAL INT-AD VALOREM TAX 1,908 1,908   0
ROYALTY-OTHER EXPENSES 29,714 29,714   0


TY 2025 OtherIncomeSchedule2
Name:
W B MUNSON FOUNDATION XXXXX5008
EIN:
75-6015068
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 323,855 323,855  


TY 2025 OtherIncreasesSchedule
Name:
W B MUNSON FOUNDATION XXXXX5008
EIN:
75-6015068
Description Amount
2024 TRANSACTION POSTED IN 2025 6,786


TY 2025 OtherProfessionalFeesSchedule
Name:
W B MUNSON FOUNDATION XXXXX5008
EIN:
75-6015068
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 16,908 16,908    


TY 2025 TaxesSchedule
Name:
W B MUNSON FOUNDATION XXXXX5008
EIN:
75-6015068
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 2,403 0   0
FEDERAL ESTIMATES - INCOME 4,996 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,588 2,588   0
FOREIGN TAXES ON NONQUALIFIED 1,232 1,232   0