BETA

CNC FOUNDATION TR: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CNC FOUNDATION TR (EIN 77-6160567)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201941339349103759
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T16:46:12-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Line1355 S GRAND AVE STE 1710AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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 TitleOFFICERPersonTitleTxt
Phone6509265326PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S DREYERPreparerPersonNm
PTINP00002084PTIN
Phone2136838790PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address45.59.221.3IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id96719820191335000000FederalOriginalSubmissionId
Federal Original Submission Id2019-05-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB4E9ACEEC3B243A7044846228892F10EB4E27A5EAtSubmissionCreationDeviceId
At Submission Filing Device Id752F36C53AE3CC18D855BCB3B5896BD39D97D0BFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,545,080FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,490InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,490InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,560DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,560DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$725,008NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$725,044GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$725,008CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9,701OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$753,809TotalRevAndExpnssAmt
Total Net Invst Incm$744,058TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,850AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$99TaxesRevAndExpnssAmt
Taxes Net Invst Incm$99TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$316OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$316OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,265TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,265TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$393,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$393,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$397,165TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,265TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$393,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$356,644ExcessRevenueOverExpensesAmt
Net Investment Income$740,793NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$0CashBOYAmt
Cash EOY$111,455CashEOYAmt
Cash EOYFMV$111,455CashEOYFMVAmt
Sav And Temp Cash Invst BOY$0SavAndTempCashInvstBOYAmt
Corporate Stock BOY$3,834,990CorporateStockBOYAmt
Corporate Stock EOY$3,309,905CorporateStockEOYAmt
Corporate Stock EOYFMV$4,433,625CorporateStockEOYFMVAmt
Total Assets BOY$3,834,990TotalAssetsBOYAmt
Total Assets EOY$3,421,360TotalAssetsEOYAmt
Total Assets EOYFMV$4,545,080TotalAssetsEOYFMVAmt
Other Liabilities BOY$245,225OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$245,225TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,589,765RetainedEarningBOYAmt
Retained Earning EOY$3,421,360RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,589,765TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,421,360TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,834,990TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,421,360TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,589,765TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$356,644ExcessRevenueOverExpensesAmt
Subtotal$3,946,409SubtotalAmt
Other Decreases$525,049OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,421,360TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
600 SHS BRK CL B2010-02-082018-12-28$120,393$6$120,387$120,387
2 SHS BRK CL A2010-02-082018-01-04$604,651$30$604,621$604,621
FieldValueIRS element (for citing)
Capital Gain Net Income$725,008CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$853,910AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,519,959NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.18892DistributionYr1Rt
Adjusted Qlfy Distri Yr2$76,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,593,952NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029299DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,011,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,231,946NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.453125DistributionYr3Rt
Adjusted Qlfy Distri Yr4$191,535AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$299,960NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.638535DistributionYr4Rt
Adjusted Qlfy Distri Yr5$395,400AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$101,423NetVlNoncharitableAssetsYr5Amt
Distribution Yr53.898524DistributionYr5Rt
Total Distribution5.208403TotalDistributionRt
Average Distribution1.041681AverageDistributionRt
Net Vl Noncharitable Assets$4,833,593NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,035,062AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,408NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,042,470AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$393,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,816InvestmentIncomeExciseTaxAmt
Subtotal$14,816SubtotalAmt
Tax Based On Investment Income$14,816TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,956EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$12,956TotalPaymentsAndCreditsAmt
Tax Due$1,860TaxDueAmt

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$4,632,112AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$275,089AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,907,201TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,907,201AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$73,608CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,833,593NetVlNoncharitableAssetsAmt
Minimum Investment Return$241,680MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$241,680MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,816TaxBasedOnInvestmentIncomeAmt
Total Tax$14,816TotalTaxAmt
Distributable Before Adj$226,864DistributableBeforeAdjAmt
Distributable Before Ded$226,864DistributableBeforeDedAmt
Distributable As Adjusted$226,864DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$393,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$393,900QualifyingDistributionsAmt
Adjusted Qualifying Distri$393,900AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$226,864DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$395,400ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$176,537ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$920,832ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$629,956ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,122,725TotalExcessDistributionCyovAmt
Qualifying Distributions$393,900QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$226,864AppliedToCurrentYearAmt
Remaining Distri From Corpus$167,036RemainingDistriFromCorpusAmt
Total Corpus$2,289,761TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$395,400ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,894,361ExcessDistriCyovToNextYrAmt
Excess From Year4$176,537ExcessFromYear4Amt
Excess From Year3$920,832ExcessFromYear3Amt
Excess From Year1$629,956ExcessFromYear1Amt
Excess From Current Year$167,036ExcessFromCurrentYearAmt
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 (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
2186 KNOLL DR STE AVENTURACA93003NONEPCCHARITABLE$50
KQED
2601 MARIPOSA STSAN FRANCISCOCA94110NONEPCCHARITABLE$500
WYCLIFFE BIBLE TRANSLATORS INC
19891 BEACH BLVDHUNTINGTON BEACHCA92648NONEPCCHARITABLE$5,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231NONEPCCHARITABLE$100
CHRISTIAN LEGAL SOCIETY
8001 BRADDOCK ROAD STE 302SPRINGFIELDVA22151NONEPCCHARITABLE$250
INTERNATIONAL JUSTICE MISSION
PO BOX 58147WASHINGTONDC20090NONEPCCHARITABLE$40,000
INVARSITY CHRISTIAN FELLOWSHIP
PO BOX 7895MADISONWI53707NONEPCCHARITABLE$30,000
CALIFORNIA FAMILY FOUNDATION
50 TERMINAL AVENUEMENLO PARKCA94025NONEPCCHARITABLE$2,000
VILLAGE ENTERPRISE
751 LAUREL STREET PMB 222SAN CARLOSCA94070NONEPCCHARITABLE$20,000
DOWNTOWN STREETS TEAM
555 WAVERLY STPALO ALTOCA94301NONEPCCHARITABLE$1,000
EAST PALO ALTO KIDS FOUNDATION
PO BOX 50542PALO ALTOCA94303NONEPCCHARITABLE$1,000
UNIVERSITY OF NORTE DAME
100 MAIL DISTRIBUTION CENTERNORTE DAMEIN46556NONEPCCHARITABLE$10,000
HARVARD LAW SCHOOL ANNUAL FUND
1563 MASSACHUSETTS AVENUECAMBRIDGEMA02138NONEPCCHARITABLE$1,000
WORLD CONCERN
19303 FREMONT AVE NSEATTLEWA98133NONEPCCHARITABLE$2,000
JOURNEY WITH JESUS FOUNDATION
PO BOX 60781PALO ALTOCA94306NONEPCCHARITABLE$30,000
THE SALVATION ARMY
906 FRANCISCO STLOS ANGELESCA90015NONEPCCHARITABLE$30,000
FREEDOM ALLIANCE SCHOLARSHIP FUND
22570 MARKEY COURT STE 240DULLESVA20166NONEPCCHARITABLE$30,000
NEW HORIZONS FOUNDATION
5550 TECH CENTER DRCOLORADO SPRINGSCO80919NONEPCCHARITABLE$2,500
BAYSHORE CHRISTIAN MINISTRIES
1001 BEECH STPALO ALTOCA94303NONEPCCHARITABLE$22,000
EASTSIDE COLLEGE PREPARATORY
1041 MYRTLE STEAST PALO ALTOCA94303NONEPCCHARITABLE$15,000
FOUNDATION FOR COLLEGE EDUCATION
2160 EUCLID AVENUEEAST PALO ALTOCA94303NONEPCCHARITABLE$1,000
FULLER THEOLOGICAL SEMINARY
135 N OAKLAND AVEPASADENACA91101NONEPCCHARITABLE$20,000
HEIFER FOUNDATION
1 WORLD AVELITTLE ROCKAR72202NONEPCCHARITABLE$500
PALO ALTO COMMUNITY FUND
PO BOX 50634PALO ALTOCA94303NONEPCCHARITABLE$5,000
THE AMERICAN FRIENDS OF WINCH
61 WEST SUPERIOR STREETCHICAGOIL60654NONEPCCHARITABLE$1,000
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305NONEPCCHARITABLE$25,000
LANGHAM PARTNERSHHIP
PO BOX 189CAVE CREEKAZ85327NONEPCCHARITABLE$10,000
BREAD OF LIFE EAST PALO ALTO
1852 BAY ROADEAST PALO ALTOCA94303NONEPCCHARITABLE$3,000
CRU
100 LAKE HART DRIVEORLANDOFL32832NONEPCCHARITABLE$5,000
MENLO CHURCH
950 SANTA CRUZ AVENUEMENLO PARKCA94025NONEPCCHARITABLE$30,000
FREE SHAKESPEARE IN THE PARK
3191 CASITAS AVENUE 130LOS ANGELESCA90039NONEPCCHARITABLE$1,000
LATINO LEADERSHIP AND POLICY FOUNDATION
1022 G STREETSACRAMENTOCA95814NONEPCCHARITABLE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$393,900TotalGrantOrContriPdDurYrAmt

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$1,490ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,560ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$725,008ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescIRS REFUNDDesc
Exclusion$9,701ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$753,759ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$753,759TotalIncomeProducingActyAmt

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$2,850Amt
Net Investment Income$2,850NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
8 SHS BERKSHIRE HATHAWAY CL A$1,750,283$2,448,000
15 SHS GRAHAM HOLDINGS CO$7,013$9,609
15 SHS CABLE ONE INC$4,290$12,302
7,455 SHS COSTCO WHOLSESALE CO$1,201,224$1,518,658
40,625 SHS BYD COMPANY$215,824$259,179
900 SHS BRK CL B$131,271$185,877

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCE - SALE OF STOCKSDesc
Amt$525,049Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$266$266
ATTORNEY GENERAL$50$50

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescIRS TAX REFUNDDesc
Revenue And Expenses Per Books$9,701RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescBANK OVERDRAFTDesc
BOY Book Value$245,225BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FRANCHISE TAX BOARD$10$10
FOREIGN TAXES$89$89

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