BETA

CNC FOUNDATION TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CNC FOUNDATION TR (EIN 77-6160567)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-23
IRS object ID
202532669349100923
Schema version
2024v5.2
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)
Return2025-09-23T17:47:27-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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 MUNGER JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6509265326PhoneNum
Signature2025-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S DREYERPreparerPersonNm
PTINP00002084PTIN
Phone3105661900PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,544,380FMVAssetsEOYAmt
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$343InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$343InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$154,646DividendsRevAndExpnssAmt
Dividends Net Invst Incm$154,646DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,324,890NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,324,920GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,324,890CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,479,879TotalRevAndExpnssAmt
Total Net Invst Incm$1,479,879TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$12,713LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$12,713LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$899TaxesRevAndExpnssAmt
Taxes Net Invst Incm$899TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$299OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$299OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$18,911TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,698TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,213TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,940,274ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,940,274ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,959,185TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,698TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,955,487TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$479,306ExcessRevenueOverExpensesAmt
Net Investment Income$1,476,181NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$69,969CashBOYAmt
Cash EOY-$78,208CashEOYAmt
Cash EOYFMV-$78,208CashEOYFMVAmt
Corporate Stock BOY$2,524,689CorporateStockBOYAmt
Corporate Stock EOY$1,985,748CorporateStockEOYAmt
Corporate Stock EOYFMV$9,622,588CorporateStockEOYFMVAmt
Total Assets BOY$2,594,658TotalAssetsBOYAmt
Total Assets EOY$1,907,540TotalAssetsEOYAmt
Total Assets EOYFMV$9,544,380TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,594,658RetainedEarningBOYAmt
Retained Earning EOY$1,907,540RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,594,658TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,907,540TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,594,658TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,907,540TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,594,658TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$479,306ExcessRevenueOverExpensesAmt
Other Increases$236,292OtherIncreasesAmt
Subtotal$2,351,644SubtotalAmt
Other Decreases$444,104OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,907,540TotNetAstOrFundBalancesEOYAmt

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
Gross Sales Price$1,324,920GrossSalesPriceAmt
Cost Or Other Basis$30CostOrOtherBasisAmt
Gain Or Loss$1,324,890GainOrLossAmt
Gains Minus Excess Or Losses$1,324,890GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,324,890CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20,519InvestmentIncomeExciseTaxAmt
Subtotal$20,519SubtotalAmt
Tax Based On Investment Income$20,519TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$43,804EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$43,804TotalPaymentsAndCreditsAmt
Overpayment$23,285OverpaymentAmt
Applied To ES Tax$23,285AppliedToESTaxAmt

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$9,789,508AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$118,448AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,907,956TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,907,956AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$148,619CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,759,337NetVlNoncharitableAssetsAmt
Minimum Investment Return$487,967MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$487,967MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,519TaxBasedOnInvestmentIncomeAmt
Total Tax$20,519TotalTaxAmt
Distributable Before Adj$467,448DistributableBeforeAdjAmt
Distributable Before Ded$467,448DistributableBeforeDedAmt
Distributable As Adjusted$467,448DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,955,487ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,955,487QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$467,448DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$89,624ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$32,960ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$111,663ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,285ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$31,669ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$287,201TotalExcessDistributionCyovAmt
Qualifying Distributions$1,955,487QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$467,448AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,488,039RemainingDistriFromCorpusAmt
Total Corpus$1,775,240TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$89,624ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,685,616ExcessDistriCyovToNextYrAmt
Excess From Year4$32,960ExcessFromYear4Amt
Excess From Year3$111,663ExcessFromYear3Amt
Excess From Year2$21,285ExcessFromYear2Amt
Excess From Year1$31,669ExcessFromYear1Amt
Excess From Current Year$1,488,039ExcessFromCurrentYearAmt
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 (41 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
CHRISTIAN LEGAL SOCIETY
8001 BRADDOCK ROAD STE 302SPRINGFIELDVA22151NONEPCCHARITABLE$300
DOWNTOWN STREETS TEAM
555 WAVERLY STPALO ALTOCA94301NONEPCCHARITABLE$3,000
UNIVERSITY OF NOTRE DAME
100 MAIL DISTRIBUTION CENTERNOTRE DAMEIN46556NONEPCCHARITABLE$17,500
WORLD CONCERN
19303 FREMONT AVE NSEATTLEWA98133NONEPCCHARITABLE$2,400
JOURNEY WITH JESUS FOUNDATION
PO BOX 60781PALO ALTOCA94306NONEPCCHARITABLE$105,000
AMERICAN FRIENDS OF WINCHESTER
228 PARK AVENUE SOUTH 37070NEW YORKNY10003NONEPCCHARITABLE$400,000
EASTSIDE COLLEGE PREPARATORY
1041 MYRTLE STEAST PALO ALTOCA94303NONEPCCHARITABLE$21,000
HEIFER FOUNDATION
1 WORLD AVELITTLE ROCKAR72202NONEPCCHARITABLE$5,000
LANGHAM PARTNERSHHIP
PO BOX 189CAVE CREEKAZ85327NONEPCCHARITABLE$10,000
HARVARD WESTLAKE SCHOOL
700 NORTH FARING ROADLOS ANGELESCA90077NONEPCCHARITABLE$2,400HARVARD WESTLAKE SCHOOL OFFICE OF A
MARINE CORPS LAW ENFORCEMENT
273 COLUMBUS AVENUE SUITE 10TUKAHOENY10707NONEPCCHARITABLE$10,000
BERKELEY SOC FOR THE PRESERVATION OF TRADITIONAL
CNR OFFICE OF COLLEGE RELATIONSBerkeleyCA947203100NONEPCCHARITABLE$3,600760 UNIVERSITY HALL 3100
FOUNDATION FOR A COLLEGE EDUCATION
2160 EUCLID AVEPALO ALTOCA94303NONEPCCHARITABLE$1,500
THE FULLER FOUNDATION
135 N OAKLAND AVEPASADENACA91182NONEPCCHARITABLE$26,026
WYCLIFFE ASSOCIATES
11221 JOHN WYCLIFFE BLVDORLANDOFL32832NONEPCCHARITABLE$5,000
THE SALVATION ARMY
1439 EAST BAYSHORE ROADPALO ALTOCA94303NONEPCCHARITABLE$40,000
INTERVARSITY CHRISTIAN FELLOWSHIP
PO BOX 7895MADISONWI53707NONEPCCHARITABLE$58,000
AMERICAN HEART ASSOCIATION
7272 Greenville AveDALLASTX75231NONEPCCHARITABLE$250
CALIFORNIA FAMILY FOUNDATION
50 TERMINAL AVENUEMENLO PARKCA94025NONEPCCHARITABLE$2,400
UC SANTA BARBARA FOUNDATION
OFFICE OF DEVELOPMENTSANTA BARBARACA93106NONEPCCHARTIABLE$680,000
MAYO CLINIC
5777 E MAYO BLVDPHOENIXAZ85054NONEPCCHARITABLE$20,000
OLD NORTH CHURCH ILLUMINATED
193 SALEM STREETBOSTONMA02113NONEPCCHARITABLE$200
CAMPUS CRUSADE FOR CHRIST
221 N FIGUEROA STREETLOS ANGELESCA90012NONEPCCHARITABLE$12,000
HABITAT FOR HUMANITY DONATION
EAST BAY 2619 BROADWAYOAKLANDCA94612NONEPCCHARITABLE$500
THE STANFORD FUND
485 BROADWAY MAIL CODE 8838REDWOOD CITYCA94063NONEPCCHARITABLE$6,000
CANOPY
3921 EAST BAYSHORE ROADPALO ALTOCA94303NONEPCCHARTIABLE$2,500
HOPE HORIZON EPA
1001 BEECH STREETEAST PALO ALTOCA94303NONEPCCHARTIABLE$60,000
EAST PALO ALTO KIDS FOUNDATION
PO BOX 50542PALO ALTOCA94303NONEPCCHARITABLE$3,400
EASTERN UNIVERSITY - CAMPOLO FELLOWS SCHOLARSHIP
1300 EAGLE ROADST DAVIDSPA190873696NONEPCCHARITABLE$4,000
HARVARD LAW SCHOOL FUND
124 MOUNT AUBUM ST 4TH FLCAMBRIDGEMA02138NONEPCCHARITABLE$1,500
HOOVER INSTITUTION
434 GALVEZ MALLSTANFORDCA941156365NONEPCCHARITABLE$2,500
LIBRARY FOUNDATION OF LOS ANGELES
630 W FIFTH STLOS ANGELESCA90071NONEPCCHARITABLE$10,000
PALO ALTO COMMUNITY FUND
PO BOX 50634PALO ALTOCA94303NONEPCCHARITABLE$15,000
ST SAMUEL EAST PALO ALTO
PO BOX 51376PALO ALTOCA94303NONEPCCHARITABLE$3,000
OLD NORTH CHURCH - CK TO CHRIST CHURCH
193 SALEM STREETBOSTONMA02113NONEPCCHARITABLE$500
LEUKEMIA AND LYMPHOMA SOCIETY
The Leukemia Lymphoma SocietyRye BrookNY10573NONEPCCHARITABLE$5003 International Drive Suite 200
INTERNATIONAL JUSTICE MISSION
PO BOX 58147WASHINGTONDC20090NONEPCCHARITABLE$40,000
MENLO PARK PRESBYTERIAN CHURCH
950 SANTA CRUZ AVENUEMENLO PARKCA94025NONEPCCHARITABLE$40,000
VILLAGE ENTERPRISE
751 LAUREL STREETSAN CARLOSCA94070NONEPCCHARITABLE$32,000PMB 222
ELECTRON ELECTRIC DIPOLE MOMENT
2350 KERNER BLVD STE 250SAN RAFAELCA949015596NONEPC(1) DESCRIPTION: 650 SHARES OF BERSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $94,807 (3) METHOD USED TO DETERMINE BOOK VALUE: STOCK PRICE (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK PRICE (5) DATE OF THE GIFT: 10/31/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT$293,098
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,940,274TotalGrantOrContriPdDurYrAmt

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$343ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$154,646ExclusionAmt
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$1,324,890ExclusionAmt
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$1,479,879ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,479,879TotalIncomeProducingActyAmt

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$5,000Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3 SHS BERKSHIRE HATHAWAY CL A$656,356$2,042,760
15 SHS GRAHAM HOLDINGS CO$7,013$13,079
15 SHS CABLE ONE INC$4,290$5,432
7,455 SHS COSTCO WHOLSESALE CO$1,201,224$6,830,793
20,625 SHS BYD COMPANY$109,572$707,860
50 SHS BRK CL B$7,293$22,664

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$12,713LegalFeesAmt
Disbursements Charitable Prps$12,713DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK/TAX DIFFERENCE - SALE OF STOCKS$444,104
PRIOR PERIOD ADJUSTMENT$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$199$199
ATTORNEY GENERAL$100$100

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
MISCELLANEOUS ADJ$38,001
BOOK/TAX DIFFERENCE - DONATION OF STOCKS$198,291

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$899Amt
Net Investment Income$899NetInvestmentIncomeAmt

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