W J Munson Tr Uw Fbo W J Munson Fd

Dallas, TX
Tax-exempt since Oct. 1972
EIN: 06-6024564

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$182,681

Expenses

$128,845

Net Income

$53,836

Net Assets

$1,819,193

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,511	28.2%
Sales of Assets	$131,170	71.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,188	86.3%
Compensation of Officers*	$22,551	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,819,193
Total Liabilities	$0
Net Assets	$1,819,193

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$17,707	$0
Karen Bronson (Co Trustee)	$2,044	$0
Robert Toffey (Co Trustee)	$1,400	$0
Lynn Karr Hasler (Co Trustee)	$1,400	$0

+ View more people

990-PF

Filed on April 3, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$47,645

Expenses

$107,647

Net Income

-$60,002

Net Assets

$1,767,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,173	96.9%
Sales of Assets	-$3,392
Other Income	$4,864	10.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,172	85.6%
Compensation of Officers*	$20,538	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,767,267
Total Liabilities	$0
Net Assets	$1,767,267

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$15,938	$0
Karen Bronson (Co Trustee)	$1,800	$0
Robert Toffey (Co Trustee)	$1,400	$0
Lynn Karr Hasler (Co Trustee)	$1,400	$0

+ View more people

990-PF

Filed on April 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$52,242

Expenses

$134,360

Net Income

-$186,602

Net Assets

$1,827,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,466
Sales of Assets	-$88,708
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,985	81.1%
Compensation of Officers*	$21,137	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,827,961
Total Liabilities	$0
Net Assets	$1,827,961

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$16,537	$0
Karen Bronson (Co Trustee)	$1,800	$0
Robert Toffey (Co Trustee)	$1,400	$0
Nancy Zawadski (Co Trustee)	$1,400	$0

+ View more people

990-PF

Filed on April 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$410,475

Expenses

$105,308

Net Income

$305,167

Net Assets

$2,014,309

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,972	9.5%
Sales of Assets	$371,503	90.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,891	81.6%
Compensation of Officers*	$22,867	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,014,309
Total Liabilities	$0
Net Assets	$2,014,309

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$17,817	$0
Christina Slavin Montambault (Co Trustee)	$1,800	$0
Robert Toffey (Co Trustee)	$1,400	$0
Nancy Zawadski (Co Trustee)	$1,400	$0
David Mantz (Co Trustee)	$450	$0

+ View more people

990-PF

Filed on March 22, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$114,962

Expenses

$86,192

Net Income

$28,770

Net Assets

$1,706,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,509	27.4%
Sales of Assets	$83,034	72.2%
Other Income	$419	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,968	83.5%
Compensation of Officers*	$19,911	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,706,967
Total Liabilities	$1
Net Assets	$1,706,966

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$15,311	$0
David Mantz (Co Trustee)	$1,800	$0
Robert Toffey (Co Trustee)	$1,400	$0
Nancy Zawadski (Co Trustee)	$1,400	$0

+ View more people

990-PF

Filed on April 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$83,956

Expenses

$97,149

Net Income

-$13,193

Net Assets

$1,678,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,487	49.4%
Sales of Assets	$42,467	50.6%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,413	85.9%
Compensation of Officers*	$19,392	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,678,394
Total Liabilities	$1
Net Assets	$1,678,393

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$14,792	$0
David Mantz (Co Trustee)	$1,800	$0
Robert Toffey (Co Trustee)	$1,400	$0
Nancy Zawadski (Co Trustee)	$1,400	$0

+ View more people

990-PF

Filed on April 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$84,507

Expenses

$103,983

Net Income

-$19,476

Net Assets

$1,658,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,803	45.9%
Sales of Assets	$45,704	54.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,736	82.5%
Compensation of Officers*	$18,721	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,658,096
Total Liabilities	$0
Net Assets	$1,658,096

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$227,742

Expenses

$101,052

Net Income

$126,690

Net Assets

$1,666,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,932	15.8%
Sales of Assets	$191,810	84.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,179	82.3%
Compensation of Officers*	$19,383	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,666,608
Total Liabilities	$0
Net Assets	$1,666,608

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$174,425

Expenses

$88,761

Net Income

$85,664

Net Assets

$1,519,596

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,627	23.3%
Sales of Assets	$133,836	76.7%
Other Income	-$38

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,451	86.1%
Compensation of Officers*	$17,707	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,519,596
Total Liabilities	$0
Net Assets	$1,519,596

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$84,494

Expenses

$85,752

Net Income

-$1,258

Net Assets

$1,436,667

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,505	46.8%
Sales of Assets	$44,989	53.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,678	83.6%
Compensation of Officers*	$19,982	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,436,667
Total Liabilities	$0
Net Assets	$1,436,667

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$100,386

Expenses

$87,309

Net Income

$13,077

Net Assets

$1,438,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,943	45.8%
Sales of Assets	$54,443	54.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,594	82.0%
Compensation of Officers*	$19,784	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,438,466
Total Liabilities	$0
Net Assets	$1,438,466

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated April 20, 2026

W J Munson Tr Uw Fbo W J Munson Fd

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001