CNC FOUNDATION TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CNC FOUNDATION TR (EIN 77-6160567)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-15
- IRS object ID
- 202031679349100038
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-15T19:31:05-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S GRAND AVE STE 1710 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 776160567 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CNC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHARLES T MUNGER JR | InCareOfNm |
| Business Name Control | CNCF | BusinessNameControlTxt |
| Phone | 6509265326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1423 HAMILTON AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES T MUNGER JR | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6509265326 | PhoneNum |
| Signature | 2020-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S DREYER | PreparerPersonNm |
| PTIN | P00002084 | PTIN |
| Phone | 2136838790 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,397,216 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $496 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $496 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,203 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,203 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $304,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $304,449 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $304,435 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $325,134 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $325,134 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,190 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,190 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $194 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $194 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $329,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $329,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $349,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $329,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,850 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $304,750 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $111,455 | CashBOYAmt |
| Cash EOY | $86,618 | CashEOYAmt |
| Cash EOYFMV | $86,618 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,309,905 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,112,999 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,310,598 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,421,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,199,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,397,216 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,421,360 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,199,617 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,421,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,199,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,421,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,199,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,421,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,850 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,396,510 | SubtotalAmt |
| Other Decreases | $196,893 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,199,617 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1350 SHS BRK CLB | PropertyDesc |
| Acquired | 2010-02-08 | AcquiredDt |
| Sold | 2019-12-28 | SoldDt |
| Gross Sales Price | $304,449 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14 | CostOrOtherBasisAmt |
| Gain Or Loss | $304,435 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $304,435 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $304,435 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $393,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,833,593 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $853,910 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,519,959 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.18892 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,593,952 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029299 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,011,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,231,946 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.453125 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $191,535 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $299,960 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.638535 | DistributionYr5Rt |
| Total Distribution | 1.391371 | TotalDistributionRt |
| Average Distribution | 0.278274 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,921,420 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,369,503 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,048 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,372,551 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $329,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,095 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,095 | SubtotalAmt |
| Tax Based On Investment Income | $6,095 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,105 | OverpaymentAmt |
| Applied To ES Tax | $9,105 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES T MUNGER JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509265326 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1423 HAMILTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES T MUNGER JR | ||||||||
| 1423 HAMILTON AVENUE | PALO ALTO | CA | 94301 | CO-TRUSTEE | 0 | $0 | $0 | $0 |
| CHARLOTTE LOWELL | ||||||||
| 1423 HAMILTON AVENUE | PALO ALTO | CA | 94301 | CO-TRUSTEE | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,904,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,589 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,996,365 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,996,365 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,921,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,071 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,071 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,095 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,095 | TotalTaxAmt |
| Distributable Before Adj | $239,976 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $239,976 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $239,976 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $329,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $329,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $329,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $239,976 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $176,537 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $920,832 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $629,956 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $167,036 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,894,361 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $329,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $239,976 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,624 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,983,985 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $176,537 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,807,448 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $920,832 | ExcessFromYear4Amt |
| Excess From Year2 | $629,956 | ExcessFromYear2Amt |
| Excess From Year1 | $167,036 | ExcessFromYear1Amt |
| Excess From Current Year | $89,624 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 2186 KNOLL DR STE A | VENTURA | CA | 93003 | NONE | PC | CHARITABLE | $50 | |
| KQED | ||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | PC | CHARITABLE | $350 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | CHARITABLE | $100 | |
| CHRISTIAN LEGAL SOCIETY | ||||||||
| 8001 BRADDOCK ROAD STE 302 | SPRINGFIELD | VA | 22151 | NONE | PC | CHARITABLE | $250 | |
| INTERNATIONAL JUSTICE MISSION | ||||||||
| PO BOX 58147 | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $40,000 | |
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||||
| PO BOX 7895 | MADISON | WI | 53707 | NONE | PC | CHARITABLE | $30,000 | |
| CALIFORNIA FAMILY FOUNDATION | ||||||||
| 50 TERMINAL AVENUE | MENLO PARK | CA | 94025 | NONE | PC | CHARITABLE | $2,000 | |
| VILLAGE ENTERPRISE | ||||||||
| 751 LAUREL STREET PMB 222 | SAN CARLOS | CA | 94070 | NONE | PC | CHARITABLE | $20,000 | |
| DOWNTOWN STREETS TEAM | ||||||||
| 555 WAVERLY ST | PALO ALTO | CA | 94301 | NONE | PC | CHARITABLE | $1,000 | |
| UNIVERSITY OF NORTE DAME | ||||||||
| 100 MAIL DISTRIBUTION CENTER | NORTE DAME | IN | 46556 | NONE | PC | CHARITABLE | $8,000 | |
| HARVARD LAW SCHOOL ANNUAL FUND | ||||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | PC | CHARITABLE | $3,000 | |
| WORLD CONCERN | ||||||||
| 19303 FREMONT AVE N | SEATTLE | WA | 98133 | NONE | PC | CHARITABLE | $2,000 | |
| JOURNEY WITH JESUS FOUNDATION | ||||||||
| PO BOX 60781 | PALO ALTO | CA | 94306 | NONE | PC | CHARITABLE | $35,000 | |
| THE SALVATION ARMY | ||||||||
| 906 FRANCISCO ST | LOS ANGELES | CA | 90015 | NONE | PC | CHARITABLE | $30,000 | |
| FREEDOM ALLIANCE SCHOLARSHIP FUND | ||||||||
| 22570 MARKEY COURT STE 240 | DULLES | VA | 20166 | NONE | PC | CHARITABLE | $15,000 | |
| BAYSHORE CHRISTIAN MINISTRIES | ||||||||
| 1001 BEECH ST | PALO ALTO | CA | 94303 | NONE | PC | CHARITABLE | $25,000 | |
| EASTSIDE COLLEGE PREPARATORY | ||||||||
| 1041 MYRTLE ST | EAST PALO ALTO | CA | 94303 | NONE | PC | CHARITABLE | $15,000 | |
| HEIFER FOUNDATION | ||||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | NONE | PC | CHARITABLE | $500 | |
| STANFORD UNIVERSITY | ||||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | CHARITABLE | $5,000 | |
| LANGHAM PARTNERSHHIP | ||||||||
| PO BOX 189 | CAVE CREEK | AZ | 85327 | NONE | PC | CHARITABLE | $10,000 | |
| BREAD OF LIFE EAST PALO ALTO | ||||||||
| 1852 BAY ROAD | EAST PALO ALTO | CA | 94303 | NONE | PC | CHARITABLE | $3,000 | |
| MENLO CHURCH | ||||||||
| 950 SANTA CRUZ AVENUE | MENLO PARK | CA | 94025 | NONE | PC | CHARITABLE | $30,000 | |
| FREE SHAKESPEARE IN THE PARK | ||||||||
| 3191 CASITAS AVENUE 130 | LOS ANGELES | CA | 90039 | NONE | PC | CHARITABLE | $1,000 | |
| ATRO COMM FUND | ||||||||
| 1423 HAMILTON AVENUE | PALO ALTO | CA | 94301 | NONE | PC | CHARITABLE | $5,000 | |
| BERKELEY SOC FOT EH PRESERV OF | ||||||||
| CNR OFFICE OF COLLEGE RELATIONS | Berkeley | CA | 947203100 | NONE | PC | CHARITABLE | $3,000 | 760 UNIVERSITY HALL 3100 |
| LEUKEMIA AND LYMPHOMA SOC | ||||||||
| The Leukemia Lymphoma Society | Rye Brook | NY | 10573 | NONE | PC | CHARITABLE | $350 | 3 International Drive Suite 200 |
| AMERICAN FRIENDS OF WINCHESTER | ||||||||
| 228 PARK AVENUE SOUTH 37070 | NEW YORK | NY | 10003 | NONE | PC | CHARITABLE | $1,000 | |
| CRU FOUNDATION | ||||||||
| 100 LAKE HART DRIVE 3600 | ORLANDO | FL | 32832 | NONE | PC | CHARITABLE | $5,000 | |
| EAST PALO ALTO KIDS FOUNDATION | ||||||||
| PO BOX 50542 | PALO ALTO | CA | 94303 | NONE | PC | CHARITABLE | $1,000 | |
| FOUNDATION FOR A COLLEGE EDUCATION | ||||||||
| 2160 EUCLID AVE | PALO ALTO | CA | 94303 | NONE | PC | CHARITABLE | $1,000 | |
| FULLER THEOLOGICAL SEMINARY | ||||||||
| 135 N OAKLAND AVE | OAKLAND | CA | 91182 | NONE | PC | CHARITABLE | $20,000 | |
| UNIVERSITY OF CA AT SANTA BARBARA FOUNDATION | ||||||||
| UC SANTA BARBARA | SANTA BARBARA | CA | 93106 | NONE | PC | CHARITABLE | $12,000 | |
| WYCLIFFE BIBLE TRANSLATORS | ||||||||
| 11221 JOHN WYCLIFFE BLVD | ORLANDO | FL | 32832 | NONE | PC | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $329,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $496 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $304,435 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $325,134 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $325,134 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7 SHS BERKSHIRE HATHAWAY CL A | $1,531,498 | $2,647,130 |
| 15 SHS GRAHAM HOLDINGS CO | $7,013 | $9,585 |
| 15 SHS CABLE ONE INC | $4,290 | $22,327 |
| 7,455 SHS COSTCO WHOLSESALE CO | $1,201,224 | $2,191,174 |
| 40,625 SHS BYD COMPANY | $215,824 | $202,557 |
| 1050 SHS BRK CL B | $153,150 | $237,825 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE - SALE OF STOCKS | Desc |
| Amt | $196,893 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $119 | $119 |
| ATTORNEY GENERAL | $75 | $75 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS TAX REFUND | Desc |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OVERDRAFT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FRANCHISE TAX BOARD | $10 | $10 |
| FOREIGN TAXES | $120 | $120 |
| FEDERAL TAX | $17,060 | $17,060 |
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