Nonprofit · EIN 06-6024564
W J MUNSON TR UW FBO W J MUNSON FD
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $201,873 | $104,499 | $97,374 | $1,917,086 | $0 | $1,917,086 |
| December 31, 2024 | 990-PF | $182,681 | $128,845 | $53,836 | $1,819,193 | $0 | $1,819,193 |
| December 31, 2023 | 990-PF | $47,645 | $107,647 | -$60,002 | $1,767,267 | $0 | $1,767,267 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $50,759
- Net gain from sales of assets
- $151,114
Expenses
- Grants and similar amounts paid
- $67,126
- Compensation of officers, directors and key employees
- $23,272
- Disbursements for charitable purposes
- $83,360
- Excise tax on investment income
- $2,559
Balance sheet and other
- Total assets, start of year
- $1,819,193
- Total assets, end of year
- $1,917,086
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,917,086
- Fair market value of assets
- $2,370,763
- Qualifying distributions
- $83,360
- Net investment income
- $201,085
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $18,672 |
| KAREN BRONSON 44 BALDWIN ST, WATERTOWN, CT 067952216 | CO-TRUSTEE | 1 | $1,800 |
| ROBERT TOFFEY 511 WOODBURY RD, WATERTOWN, CT 067951726 | CO-TRUSTEE | 1 | $1,400 |
| LYNN KARR-HASLER 319 THOMASTON RD UNIT 100, WATERTOWN, CT 067952054 | CO-TRUSTEE | 1 | $1,400 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $17,707 |
| KAREN BRONSON 44 BALDWIN ST, WATERTOWN, CT 067952216 | CO-TRUSTEE | 1 | $2,044 |
| ROBERT TOFFEY 511 WOODBURY RD, WATERTOWN, CT 067951726 | CO-TRUSTEE | 1 | $1,400 |
| LYNN KARR-HASLER 319 THOMASTON RD UNIT 100, WATERTOWN, CT 067952054 | CO-TRUSTEE | 1 | $1,400 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $15,938 |
| KAREN BRONSON 44 BALDWIN ST, WATERTOWN, CT 067952216 | CO-TRUSTEE | 1 | $1,800 |
| ROBERT TOFFEY 511 WOODBURY RD, WATERTOWN, CT 067951726 | CO-TRUSTEE | 1 | $1,400 |
| LYNN KARR-HASLER 319 THOMASTON RD UNIT 100, WATERTOWN, CT 067952054 | CO-TRUSTEE | 1 | $1,400 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % FLEET NATL TAX TTEE
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6024564
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,917,086
- Income (IRS master file)
- $414,111
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $201,873 | $104,499 | $1,917,086 | XML |
| 990-PF | December 2024 | $182,681 | $128,845 | $1,819,193 | XML |
| 990-PF | December 2023 | $47,645 | $107,647 | $1,767,267 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 06-6024564).
Questions about W J MUNSON TR UW FBO W J MUNSON FD
- What is the EIN of W J MUNSON TR UW FBO W J MUNSON FD?
- The employer identification number (EIN) of W J MUNSON TR UW FBO W J MUNSON FD is 06-6024564.
- Is W J MUNSON TR UW FBO W J MUNSON FD tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1972.
- Which annual return does W J MUNSON TR UW FBO W J MUNSON FD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W J MUNSON TR UW FBO W J MUNSON FD 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 W J MUNSON TR UW FBO W J MUNSON FD 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 W J MUNSON TR UW FBO W J MUNSON FD?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $18,672 (BANK OF AMERICA, TRUSTEE).
- How much revenue does W J MUNSON TR UW FBO W J MUNSON FD have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $201,873, expenses of $104,499 and total assets of $1,917,086 at year end.
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