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Nonprofit · EIN 01-0885745

BETTY & JAMES MUNS FOUNDATION

Tax-exempt · PLANO, TX 75024

Financials

$93K$317K2023$91K$420K2024$354K$692K2025
Revenue Expenses · by fiscal year end
Financials of BETTY & JAMES MUNS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$354,047$692,013-$337,966$1,822,187$0$1,822,187
December 31, 2024990-PF$90,870$419,554-$328,684$2,160,153$0$2,160,153
December 31, 2023990-PF$92,527$317,416-$224,889$2,488,837$0$2,488,837
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$932
Dividends
$86,089
Net gain from sales of assets
$267,026

Expenses

Grants and similar amounts paid
$670,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$670,760
Excise tax on investment income
$4,626

Balance sheet and other

Total assets, start of year
$2,160,153
Total assets, end of year
$1,822,187
Total liabilities, end of year
$0
Net assets, end of year
$1,822,187
Fair market value of assets
$8,102,974
Qualifying distributions
$670,760
Net investment income
$353,115

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN BELL MUNS
6301 PRESTON RD SUITE 700, PLANO, TX 75024
SECRETARY5$0
JAMES GREGORY MUNS
6301 PRESTON RD SUITE 700, PLANO, TX 75024
TREASURER5$0
KATHARINE MUNS SPENCER
603 PERSON ROAD, WHITE OAK, TX 75693
PRESIDENT5$0
MARLA MUNS
6301 PRESTON RD SUITE 700, PLANO, TX 75024
VICE PRESIDENT5$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JOHN BELL MUNS
6301 PRESTON RD SUITE 700, PLANO, TX 75024
SECRETARY5$0
JAMES GREGORY MUNS
6301 PRESTON RD SUITE 700, PLANO, TX 75024
TREASURER5$0
KATHARINE MUNS SPENCER
603 PERSON ROAD, WHITE OAK, TX 75693
PRESIDENT5$0
MARLA MUNS
6301 PRESTON RD SUITE 700, PLANO, TX 75024
VICE PRESIDENT5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JOHN BELL MUNS
6301 PRESTON RD SUITE 700, PLANO, TX 75024
SECRETARY5$0
JAMES GREGORY MUNS
6301 PRESTON RD SUITE 700, PLANO, TX 75024
TREASURER5$0
KATHARINE MUNS SPENCER
603 PERSON ROAD, WHITE OAK, TX 75693
PRESIDENT5$0
MARLA MUNS
6301 PRESTON RD SUITE 700, PLANO, TX 75024
VICE PRESIDENT5$0

Address and contacts

Address (IRS master file)
6301 PRESTON RD STE 700, PLANO, TX 75024-2614
In care of
% KATHRINE MUNS SPENCER
Signed the 990-PF
JOHN MUNS, SECRETARY
Phone
(972) 403-7676
Return prepared by
BONADIO & CO LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
01-0885745
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,822,187
Income (IRS master file)
$613,208

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$92,527$317,416$2,488,837IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about BETTY & JAMES MUNS FOUNDATION

What is the EIN of BETTY & JAMES MUNS FOUNDATION?
The employer identification number (EIN) of BETTY & JAMES MUNS FOUNDATION is 01-0885745.
Is BETTY & JAMES MUNS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to BETTY & JAMES MUNS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BETTY & JAMES MUNS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BETTY & JAMES MUNS FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BETTY & JAMES MUNS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BETTY & JAMES MUNS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does BETTY & JAMES MUNS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $354,047, expenses of $692,013 and total assets of $1,822,187 at year end.

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