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MUNGER CHARITABLE TR NUMBER THREE: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MUNGER CHARITABLE TR NUMBER THREE (EIN 27-6085495)
Tax period
2025-06-01 to 2026-05-31
Filed
2026-09-03
IRS object ID
202642469349101704
Schema version
2025v4.2
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)
Return2026-09-03T20:05:17-04:00ReturnTs
Tax Period End2026-05-31TaxPeriodEndDt

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 Line1350 W COLORADO BLVD 5TH FLOORAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276085495EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MUNGER CHARITABLE TRUST NUMBER THREEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% HOLTHOUSE CARLIN & VAN TRIGTInCareOfNm
Business Name ControlMUNGBusinessNameControlTxt
Phone3105661900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 W COLORADO BLVD FIFTH FLAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWENDY MUNGERPersonNm
Person TitleTrusteePersonTitleTxt
Phone3105661900PhoneNum
Signature2026-10-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCathy KleineahlbrandtPreparerPersonNm
PTINP00971311PTIN
Phone6262435100PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$88,506,526FMVAssetsEOYAmt
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
Dividends Rev And Expnss$133,941DividendsRevAndExpnssAmt
Dividends Net Invst Incm$133,941DividendsNetInvstIncmAmt
Total Rev And Expnss$133,941TotalRevAndExpnssAmt
Total Net Invst Incm$133,941TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$23,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$11,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,814OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,814OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,396TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$72OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$72OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$40,282TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,386TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,347,321ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,347,321ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,387,603TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,386TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$14,358,821TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,253,662ExcessRevenueOverExpensesAmt
Net Investment Income$110,555NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,658,179SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,800,428SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,800,428SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$104,298,499CorporateStockBOYAmt
Corporate Stock EOY$83,706,098CorporateStockEOYAmt
Corporate Stock EOYFMV$83,706,098CorporateStockEOYFMVAmt
Total Assets BOY$108,956,678TotalAssetsBOYAmt
Total Assets EOY$88,506,526TotalAssetsEOYAmt
Total Assets EOYFMV$88,506,526TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$108,956,678RetainedEarningBOYAmt
Retained Earning EOY$88,506,526RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$108,956,678TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$88,506,526TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$108,956,678TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$88,506,526TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$108,956,678TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,253,662ExcessRevenueOverExpensesAmt
Other Increases$2,679,521OtherIncreasesAmt
Subtotal$97,382,537SubtotalAmt
Other Decreases$8,876,011OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$88,506,526TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,537InvestmentIncomeExciseTaxAmt
Subtotal$1,537SubtotalAmt
Tax Based On Investment Income$1,537TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,716EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$4,716TotalPaymentsAndCreditsAmt
Overpayment$3,179OverpaymentAmt
Applied To ES Tax$3,179AppliedToESTaxAmt
Refund$0RefundAmt

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 BylawsYes (true)ChangesToArticlesOrBylawsInd
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 AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3105661900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111444 W OLYMPIC BLVD 11TH FLRAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd
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 OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
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
WILLIAM H BORTHWICK
350 W COLORADO BLVD FIFTH FLPASADENACA91105TRUSTEE (UNTIL 10/06/2025)0.25$0$0$0
WENDY MUNGER
350 W COLORADO BLVD FIFTH FLOORPASADENACA91105TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$96,815,818AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,721,756AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$101,537,574TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$101,537,574AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,523,064CashDeemedCharitableAmt
Net Vl Noncharitable Assets$100,014,510NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,000,726MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,000,726MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,537TaxBasedOnInvestmentIncomeAmt
Total Tax$1,537TotalTaxAmt
Distributable Before Adj$4,999,189DistributableBeforeAdjAmt
Distributable Before Ded$4,999,189DistributableBeforeDedAmt
Distributable As Adjusted$4,999,189DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,358,821ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$14,358,821QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,999,189DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Excess Distribution Cyov Yr5$5,775,225ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,621,087ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$683,050ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$45,524,945ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$61,604,307TotalExcessDistributionCyovAmt
Qualifying Distributions$14,358,821QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$4,999,189AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,359,632RemainingDistriFromCorpusAmt
Total Corpus$70,963,939TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,775,225ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$65,188,714ExcessDistriCyovToNextYrAmt
Excess From Year4$9,621,087ExcessFromYear4Amt
Excess From Year3$683,050ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$45,524,945ExcessFromYear1Amt
Excess From Current Year$9,359,632ExcessFromCurrentYearAmt
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 (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PASADENA COMMUNITY FOUNDATION
301 EAST COLORADO BLVD STE 810PASADENACA91101NONEPC(1) DESCRIPTION: 2,030 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $328,102 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 12/11/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT$1,004,830
PLANNED PARENTHOOD PASADENA
620 N Lake AvenuePasadenaCA91101NONEPC(1) DESCRIPTION: 3,854 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $1,569,010 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 12/11/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT$1,907,691
KITP HOUSE PROJECT
1423 HAMILTON AVEPALO ALTOCA94301NONEPOF(1) DESCRIPTION: 16 SHARES OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $9,770,688 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 03/26/2026 (6) PURPOSE: GENERAL OPERATING SUPPORT.$11,434,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,347,321TotalGrantOrContriPdDurYrAmt

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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$133,941ExclusionAmt
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 InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$133,941ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$133,941TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$23,000Amt
Net Investment Income$11,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$11,500DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KITP HOUSE PROJECTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11423 HAMILTON AVEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd
FieldValueIRS element (for citing)
Grant2026-03-26GrantDt
Grant$11,434,800GrantAmt
Purpose Of GrantGENERAL OPERATING SUPPORT.PurposeOfGrantTxt
Expended By Grantee$11,434,800ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee03/26/2026DatesOfReportsByGranteeTxt
Verification2026-03-26VerificationDt
Results Of VerificationVERIFICATION CONFIRMED THAT $11,434,800 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.ResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
114 SHS BERKSHIRE HATH. CL A$81,042,600$81,042,600
366 SHS BERKSHIRE HATH. CL B$173,660$173,660
2,446 SHS COSTCO$2,339,159$2,339,159
1,213 SHS ALIBABA$150,679$150,679

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$8,876,011Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$72RevenueAndExpensesPerBooksAmt
Net Investment Income$72NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON DONATED SECURITIESDesc
Amt$2,679,521Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUST SERVICES FEESCategoryTxt
Amt$11,814Amt
Net Investment Income$11,814NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$5,396Amt

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