BETA

CNC FOUNDATION TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CNC FOUNDATION TR (EIN 77-6160567)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-05
IRS object ID
201701259349101965
Schema version
2016v3.0
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)
Return2017-05-05T16:12:23-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DREYER ROBBINS & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1355 S GRAND AVE STE 1710AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900711532ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-04-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S DREYERPreparerPersonNm
PTINP00002084PTIN
Phone2136838790PhoneNum
Preparation2017-04-28PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address45.59.221.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id96005520171255000001FederalOriginalSubmissionId
Federal Original Submission Id2017-05-05FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD218380BB6492AE1BCA5FEB9CE1E5C35818AC6CBAtSubmissionCreationDeviceId
At Submission Filing Device IdD218380BB6492AE1BCA5FEB9CE1E5C35818AC6CBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,662,616FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,972,297ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$162DividendsRevAndExpnssAmt
Dividends Net Invst Incm$162DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,972,467TotalRevAndExpnssAmt
Total Net Invst Incm$170TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$15,010TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$235OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$235OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$17,995TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,995TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$76,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$76,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,995TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,995TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$76,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,878,472ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$76,356SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,340SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,340SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,355,084CorporateStockBOYAmt
Corporate Stock EOY$4,309,471CorporateStockEOYAmt
Corporate Stock EOYFMV$4,646,276CorporateStockEOYFMVAmt
Other Assets BOY$15,899OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,447,339TotalAssetsBOYAmt
Total Assets EOY$4,325,811TotalAssetsEOYAmt
Total Assets EOYFMV$4,662,616TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,447,339RetainedEarningBOYAmt
Retained Earning EOY$4,325,811RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,447,339TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,325,811TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,447,339TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,325,811TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,447,339TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,878,472ExcessRevenueOverExpensesAmt
Subtotal$4,325,811SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,325,811TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,011,350AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,231,946NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.453125DistributionYr1Rt
Adjusted Qlfy Distri Yr2$191,535AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$299,960NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.638535DistributionYr2Rt
Adjusted Qlfy Distri Yr3$395,400AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$101,423NetVlNoncharitableAssetsYr3Amt
Distribution Yr33.898524DistributionYr3Rt
Adjusted Qlfy Distri Yr4$710,981AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$95,622NetVlNoncharitableAssetsYr4Amt
Distribution Yr47.435329DistributionYr4Rt
Adjusted Qlfy Distri Yr5$641,800AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$213,388NetVlNoncharitableAssetsYr5Amt
Distribution Yr53.007667DistributionYr5Rt
Total Distribution15.43318TotalDistributionRt
Average Distribution3.086636AverageDistributionRt
Net Vl Noncharitable Assets$2,592,612NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,002,450AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,002,450AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$76,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,857EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,857TotalPaymentsAndCreditsAmt
Overpayment$9,857OverpaymentAmt
Applied To ES Tax$9,857AppliedToESTaxAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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
Relying Current Ntc Dsstr Asst1Yes (X)RelyingCurrentNtcDsstrAsst1Ind
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$2,572,174AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,919AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,632,093TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,632,093AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,481CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,592,612NetVlNoncharitableAssetsAmt
Minimum Investment Return$129,631MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$129,631MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$129,631DistributableBeforeAdjAmt
Distributable Before Ded$129,631DistributableBeforeDedAmt
Distributable As Adjusted$129,631DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$76,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$76,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$76,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$129,631DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$631,131ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$718,450ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$395,400ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$176,537ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$920,832ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,842,350TotalExcessDistributionCyovAmt
Qualifying Distributions$76,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$76,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$53,631ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$53,631ExcessDistributionCyovAppCYAmt
Total Corpus$2,788,719TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$577,500ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,211,219ExcessDistriCyovToNextYrAmt
Excess From Year4$718,450ExcessFromYear4Amt
Excess From Year3$395,400ExcessFromYear3Amt
Excess From Year2$176,537ExcessFromYear2Amt
Excess From Year1$920,832ExcessFromYear1Amt
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 (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PALO ALTO PARTNERS IN EDUCATION
25 CHURCHILL AVEPALO ALTOCA94306NONEPCCHARITABLE$10,000
CRU CAMPUS CRUSADE
100 LAKE HART DRIVEORLANDOFL32832NONEPCCHARITABLE$6,000
JOURNEY WITH JESUS FDN
PO BOX 60781PALO ALTOCA94306NONEPCCHARITABLE$30,000
HISPANIC 100 FDN
18012 SKY PARK CIRCLEIRVINECA92614NONEPCCHARITABLE$5,000
THE STANFORD FUND
PO BOX 20466STANFORDCA94309NONEPCCHARITABLE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$76,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$170ExclusionAmt
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 InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$170ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$170TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
CHARLES T MUNGER JR
11423 HAMILTON AVEPALO ALTOCA94301$17,910Yes (X)
CHARLES T MUNGER JR
21423 HAMILTON AVEPALO ALTOCA94301$1,954,387Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$2,750Amt
Net Investment Income$2,750NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
13 SHS BERKSHIRE HATHAWAY CL A$2,832,781$3,173,573
15 SHS GRAHAM HOLDINGS CO$7,013$7,679
15 SHS CABLE ONE INC$4,290$9,326
7,755 SHS COSTCO WHOLSESALE CO$1,249,563$1,241,653
40,625 SHS BYD COMPANY$215,824$214,045

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLOAN RECEIVABLE FROM CTMDesc
BOY Book Value$15,899BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$85$85
ATTORNEY GENERAL$150$150

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FRANCHISE TAX BOARD$10$10
US TREASURY$15,000

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