BETA

CNC FOUNDATION TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CNC FOUNDATION TR (EIN 77-6160567)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202421349349104482
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T18:48:35-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111444 w OLYMPIC BLVD 11TH FLRAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN776160567EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CNC FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CHARLES T MUNGER JRInCareOfNm
Business Name ControlCNCFBusinessNameControlTxt
Phone6509265326PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11423 HAMILTON AVENUEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES T MUNGER JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6509265326PhoneNum
Signature2024-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLES TPersonFirstNm
Person LastMUNGER JRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S DREYERPreparerPersonNm
PTINP00002084PTIN
Phone3105661900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,554,799FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$543InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$543InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,128DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,128DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$249,314NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$249,321GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$249,314CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$282,985TotalRevAndExpnssAmt
Total Net Invst Incm$282,985TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,082AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,082AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$11,733TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,733TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$264OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$264OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$17,079TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,079TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$416,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$416,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$433,579TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,079TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$416,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$150,594ExcessRevenueOverExpensesAmt
Net Investment Income$265,906NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$221,157CashBOYAmt
Cash EOY$69,969CashEOYAmt
Cash EOYFMV$69,969CashEOYFMVAmt
Corporate Stock BOY$2,627,519CorporateStockBOYAmt
Corporate Stock EOY$2,524,689CorporateStockEOYAmt
Corporate Stock EOYFMV$8,484,830CorporateStockEOYFMVAmt
Total Assets BOY$2,848,676TotalAssetsBOYAmt
Total Assets EOY$2,594,658TotalAssetsEOYAmt
Total Assets EOYFMV$8,554,799TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,848,676RetainedEarningBOYAmt
Retained Earning EOY$2,594,658RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,848,676TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,594,658TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,848,676TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,594,658TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,848,676TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$150,594ExcessRevenueOverExpensesAmt
Subtotal$2,698,082SubtotalAmt
Other Decreases$103,424OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,594,658TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyML - 04540 LT NON COVEREDPropertyDesc
Acquired2010-02-08AcquiredDt
Sold2023-12-29SoldDt
Gross Sales Price$249,321GrossSalesPriceAmt
Cost Or Other Basis$7CostOrOtherBasisAmt
Gain Or Loss$249,314GainOrLossAmt
Gains Minus Excess Or Losses$249,314GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$249,314CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,696InvestmentIncomeExciseTaxAmt
Subtotal$3,696SubtotalAmt
Tax Based On Investment Income$3,696TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$8,000TotalPaymentsAndCreditsAmt
Overpayment$4,304OverpaymentAmt
Applied To ES Tax$4,304AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHARLES T MUNGER JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6509265326PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11423 HAMILTON AVEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES T MUNGER JR
1423 HAMILTON AVENUEPALO ALTOCA94301CO-TRUSTEE0$0$0$0
CHARLOTTE LOWELL
1423 HAMILTON AVENUEPALO ALTOCA94301CO-TRUSTEE0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,716,088AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$172,777AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,888,865TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,888,865AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$118,333CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,770,532NetVlNoncharitableAssetsAmt
Minimum Investment Return$388,527MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$388,527MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,696TaxBasedOnInvestmentIncomeAmt
Total Tax$3,696TotalTaxAmt
Distributable Before Adj$384,831DistributableBeforeAdjAmt
Distributable Before Ded$384,831DistributableBeforeDedAmt
Distributable As Adjusted$384,831DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$416,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$416,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$384,831DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$167,036ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$89,624ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$32,960ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$111,663ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,285ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$422,568TotalExcessDistributionCyovAmt
Qualifying Distributions$416,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$384,831AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,669RemainingDistriFromCorpusAmt
Total Corpus$454,237TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$167,036ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$287,201ExcessDistriCyovToNextYrAmt
Excess From Year4$89,624ExcessFromYear4Amt
Excess From Year3$32,960ExcessFromYear3Amt
Excess From Year2$111,663ExcessFromYear2Amt
Excess From Year1$21,285ExcessFromYear1Amt
Excess From Current Year$31,669ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN CANCER SOCIETY
2186 KNOLL DR STE AVENTURACA93003NONEPCCHARITABLE$200
KQED
2601 MARIPOSA STSAN FRANCISCOCA94110NONEPCCHARITABLE$500
CHRISTIAN LEGAL SOCIETY
8001 BRADDOCK ROAD STE 302SPRINGFIELDVA22151NONEPCCHARITABLE$300
INTERNATIONAL JUSTICE MISSION
PO BOX 58147WASHINGTONDC20090NONEPCCHARITABLE$48,000
DOWNTOWN STREETS TEAM
555 WAVERLY STPALO ALTOCA94301NONEPCCHARITABLE$3,600
UNIVERSITY OF NOTRE DAME
100 MAIL DISTRIBUTION CENTERNOTRE DAMEIN46556NONEPCCHARITABLE$15,000
WORLD CONCERN
19303 FREMONT AVE NSEATTLEWA98133NONEPCCHARITABLE$2,400
JOURNEY WITH JESUS FOUNDATION
PO BOX 60781PALO ALTOCA94306NONEPCCHARITABLE$50,000
AMERICAN FRIENDS OF WINCHESTER
228 PARK AVENUE SOUTH 37070NEW YORKNY10003NONEPCCHARITABLE$2,500
VILLAGE ENTERPRISE
751 LAUREL STREETSAN CARLOSCA94070NONEPCCHARITABLE$30,000PMB 222
EASTSIDE COLLEGE PREPARATORY
1041 MYRTLE STEAST PALO ALTOCA94303NONEPCCHARITABLE$20,000
HEIFER FOUNDATION
1 WORLD AVELITTLE ROCKAR72202NONEPCCHARITABLE$600
LANGHAM PARTNERSHHIP
PO BOX 189CAVE CREEKAZ85327NONEPCCHARITABLE$12,000
HARVARD WESTLAKE SCHOOL
700 NORTH FARING ROADLOS ANGELESCA90077NONEPCCHARITABLE$2,400HARVARD WESTLAKE SCHOOL OFFICE OF A
MENLO PARK PRESBYTERIAN CHURCH
950 SANTA CRUZ AVENUEMENLO PARKCA94025NONEPCCHARITABLE$40,000
MARINE CORPS LAW ENFORCEMENT
273 COLUMBUS AVENUE SUITE 10TUKAHOENY10707NONEPCCHARITABLE$18,000
BERKELEY SOC FOR THE PRESERVATION OF TRADITIONAL
CNR OFFICE OF COLLEGE RELATIONSBerkeleyCA947203100NONEPCCHARITABLE$3,600760 UNIVERSITY HALL 3100
LEUKEMIA AND LYMPHOMA SOCIETY
The Leukemia Lymphoma SocietyRye BrookNY10573NONEPCCHARITABLE$6003 International Drive Suite 200
FOUNDATION FOR A COLLEGE EDUCATION
2160 EUCLID AVEPALO ALTOCA94303NONEPCCHARITABLE$1,200
THE FULLER FOUNDATION
135 N OAKLAND AVEPASADENACA91182NONEPCCHARITABLE$26,000
WYCLIFFE ASSOCIATES
11221 JOHN WYCLIFFE BLVDORLANDOFL32832NONEPCCHARITABLE$6,000
THE SALVATION ARMY
1439 EAST BAYSHORE ROADPALO ALTOCA94303NONEPCCHARITABLE$40,000
INTERVARSITY CHRISTIAN FELLOWSHIP
PO BOX 7895MADISONWI53707NONEPCCHARITABLE$36,000
AMERICAN HEART ASSOCIATION
7272 Greenville AveDALLASTX75231NONEPCCHARITABLE$200
CALIFORNIA FAMILY FOUNDATION
50 TERMINAL AVENUEMENLO PARKCA94025NONEPCCHARITABLE$2,400
UC SANTA BARBARA FOUNDATION
OFFICE OF DEVELOPMENTSANTA BARBARACA93106NONEPCCHARTIABLE$12,000
WIKIMEDIA FOUNDATION
1 MONTGOMERY STREETSAN FRANCISCOCA94104NONEPCCHARITABLE$1,500SUITE 1600
MAYO CLINIC
5777 E MAYO BLVDPHOENIXAZ85054NONEPCCHARITABLE$25,000
CALIFORNIA YMCA YOUTH & GOVERNMENT
2000 ALAMEDA DE LAS PULGAS STE 128SAN MATEOCA94403NONEPCCHARITABLE$2,500
OLD NORTH CHURCH ILLUMINATED
193 SALEM STREETBOSTONMA02113NONEPCCHARITABLE$2,000
CAMPUS CRUSADE FOR CHRIST
221 N FIGUEROA STREETLOS ANGELESCA90012NONEPCCHARITABLE$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$416,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$543ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,128ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$249,314ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$282,985ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$282,985TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$5,082Amt
Net Investment Income$5,082NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5 SHS BERKSHIRE HATHAWAY CL A$1,093,927$2,713,125
15 SHS GRAHAM HOLDINGS CO$7,013$10,448
15 SHS CABLE ONE INC$4,290$8,349
7,455 SHS COSTCO WHOLSESALE CO$1,201,224$4,920,896
20,625 SHS BYD COMPANY$109,572$566,301
745 SHS BRK CL B$108,663$265,711

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK/TAX DIFFERENCE - SALE OF STOCKS$102,822
PRIOR PERIOD ADJUSTMENT$602

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$164$164
ATTORNEY GENERAL$100$100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$333$333
FEDERAL TAXES$11,400$11,400

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