BETA

CNC FOUNDATION TR: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CNC FOUNDATION TR (EIN 77-6160567)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-09
IRS object ID
202621299349100917
Schema version
2025v4.1
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)
Return2026-05-09T14:07:37-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Disaster ReliefDR-4856-CADisasterReliefTxt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S DREYERPreparerPersonNm
PTINP00002084PTIN
Phone3105661900PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,149,170FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$139,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$116InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$116InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$49,240DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,240DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,393,877NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,458,860GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,393,877CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$30,600OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$30,600OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$3,613,333TotalRevAndExpnssAmt
Total Net Invst Incm$3,443,233TotalNetInvstIncmAmt
Total Adj Net Incm$30,600TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$23,846AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,923AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$11,923AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$40,869TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,369TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$487OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$487OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$65,202TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,779TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,923TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,410,873ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,260,873ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,476,075TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,779TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,272,796TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$137,258ExcessRevenueOverExpensesAmt
Net Investment Income$3,429,454NetInvestmentIncomeAmt
Adjusted Net Income$30,600AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$78,208CashBOYAmt
Cash EOY$124,032CashEOYAmt
Cash EOYFMV$124,032CashEOYFMVAmt
Corporate Stock BOY$1,985,748CorporateStockBOYAmt
Corporate Stock EOY$1,129,783CorporateStockEOYAmt
Corporate Stock EOYFMV$6,025,138CorporateStockEOYFMVAmt
Total Assets BOY$1,907,540TotalAssetsBOYAmt
Total Assets EOY$1,253,815TotalAssetsEOYAmt
Total Assets EOYFMV$6,149,170TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,907,540RetainedEarningBOYAmt
Retained Earning EOY$1,253,815RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,907,540TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,253,815TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,907,540TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,253,815TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,907,540TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$137,258ExcessRevenueOverExpensesAmt
Subtotal$2,044,798SubtotalAmt
Other Decreases$790,983OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,253,815TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyML - 04540 LT NON COVEREDPropertyDesc
Gross Sales Price$3,458,860GrossSalesPriceAmt
Cost Or Other Basis$64,983CostOrOtherBasisAmt
Gain Or Loss$3,393,877GainOrLossAmt
Gains Minus Excess Or Losses$3,393,877GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,393,877CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$47,669InvestmentIncomeExciseTaxAmt
Subtotal$47,669SubtotalAmt
Tax Based On Investment Income$47,669TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23,285EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$23,285TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$418EsPenaltyAmt
Tax Due$24,802TaxDueAmt
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 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 LegislationYes (true)InfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (true)TransactionsFailToQlfyAsExcInd
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
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$8,425,267AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$171,565AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,596,832TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,596,832AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$128,952CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,467,880NetVlNoncharitableAssetsAmt
Minimum Investment Return$423,394MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$423,394MinimumInvestmentReturnAmt
Tax Based On Investment Income$47,669TaxBasedOnInvestmentIncomeAmt
Total Tax$47,669TotalTaxAmt
Distributable Before Adj$375,725DistributableBeforeAdjAmt
Recoveries Qualfied Distri$30,600RecoveriesQualfiedDistriAmt
Distributable Before Ded$406,325DistributableBeforeDedAmt
Distributable As Adjusted$406,325DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,272,796ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,272,796QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$406,325DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$32,960ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$111,663ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,285ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$31,669ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,488,039ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,685,616TotalExcessDistributionCyovAmt
Qualifying Distributions$3,272,796QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$406,325AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,866,471RemainingDistriFromCorpusAmt
Total Corpus$4,552,087TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$32,960ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,519,127ExcessDistriCyovToNextYrAmt
Excess From Year4$111,663ExcessFromYear4Amt
Excess From Year3$21,285ExcessFromYear3Amt
Excess From Year2$31,669ExcessFromYear2Amt
Excess From Year1$1,488,039ExcessFromYear1Amt
Excess From Current Year$2,866,471ExcessFromCurrentYearAmt
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 (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN CANCER SOCIETY
2186 KNOLL DR STE AVENTURACA93003N/APCCHARITABLE$300
UNIVERSITY OF NOTRE DAME
100 MAIL DISTRIBUTION CENTERNOTRE DAMEIN46556N/APCCHARITABLE$18,000
WORLD CONCERN
19303 FREMONT AVE NSEATTLEWA98133N/APCCHARITABLE$5,073
JOURNEY WITH JESUS FOUNDATION
PO BOX 60781PALO ALTOCA94306N/APCCHARITABLE$50,000
EASTSIDE COLLEGE PREPARATORY
1041 MYRTLE STEAST PALO ALTOCA94303N/APCCHARITABLE$22,000
HEIFER FOUNDATION
1 WORLD AVELITTLE ROCKAR72202N/APCCHARITABLE$6,000
LANGHAM PARTNERSHHIP
PO BOX 189CAVE CREEKAZ85327N/APCCHARITABLE$11,000
HARVARD WESTLAKE SCHOOL
700 NORTH FARING ROADLOS ANGELESCA90077N/APCCHARITABLE$250HARVARD WESTLAKE SCHOOL OFFICE OF A
MARINE CORPS LAW ENFORCEMENT
273 COLUMBUS AVENUE SUITE 10TUKAHOENY10707N/APCCHARITABLE$7,000
BERKELEY SOC FOR THE PRESERVATION OF TRADITIONAL
CNR OFFICE OF COLLEGE RELATIONSBerkeleyCA947203100N/APCCHARITABLE$3,000760 UNIVERSITY HALL 3100
FOUNDATION FOR A COLLEGE EDUCATION
2160 EUCLID AVEPALO ALTOCA94303N/APCCHARITABLE$3,000
THE FULLER FOUNDATION
135 N OAKLAND AVEPASADENACA91182N/APCCHARITABLE$25,000
WYCLIFFE ASSOCIATES
11221 JOHN WYCLIFFE BLVDORLANDOFL32832N/APCCHARITABLE$250
THE SALVATION ARMY
1439 EAST BAYSHORE ROADPALO ALTOCA94303N/APCCHARITABLE$45,700
INTERVARSITY CHRISTIAN FELLOWSHIP
PO BOX 7895MADISONWI53707N/APCCHARITABLE$59,800
AMERICAN HEART ASSOCIATION
7272 Greenville AveDALLASTX75231N/APCCHARITABLE$150
MAYO CLINIC
5777 E MAYO BLVDPHOENIXAZ85054N/APCCHARITABLE$23,000
CAMPUS CRUSADE FOR CHRIST
221 N FIGUEROA STREETLOS ANGELESCA90012N/APCCHARITABLE$13,000
HABITAT FOR HUMANITY DONATION
EAST BAY 2619 BROADWAYOAKLANDCA94612N/APCCHARITABLE$1,000
THE STANFORD FUND
485 BROADWAY MAIL CODE 8838REDWOOD CITYCA94063N/APCCHARITABLE$35,000
CANOPY
3921 EAST BAYSHORE ROADPALO ALTOCA94303N/APCCHARTIABLE$750
HOPE HORIZON EPA
1001 BEECH STREETEAST PALO ALTOCA94303N/APCCHARTIABLE$32,000
EAST PALO ALTO KIDS FOUNDATION
PO BOX 50542PALO ALTOCA94303N/APCCHARITABLE$1,100
HARVARD LAW SCHOOL FUND
124 MOUNT AUBUM ST 4TH FLCAMBRIDGEMA02138N/APCCHARITABLE$1,500
HOOVER INSTITUTION
434 GALVEZ MALLSTANFORDCA941156365N/APCCHARITABLE$11,000
PALO ALTO COMMUNITY FUND
PO BOX 50634PALO ALTOCA94303N/APCCHARITABLE$8,000
LEUKEMIA AND LYMPHOMA SOCIETY
The Leukemia Lymphoma SocietyRye BrookNY10573N/APCCHARITABLE$5003 International Drive Suite 200
INTERNATIONAL JUSTICE MISSION
PO BOX 58147WASHINGTONDC20090N/APCCHARITABLE$45,000
MENLO CHURCH
950 SANTA CRUZ AVENUEMENLO PARKCA94025N/APCCHARITABLE$42,000
VILLAGE ENTERPRISE
751 LAUREL STREETSAN CARLOSCA94070N/APCCHARITABLE$35,000PMB 222
IgG4ward Foundation
42 Pine StreetConcordCA01742N/APCCHARITABLE$20,000
University of California San Francisco Foundation
2001 THE EMBARCADERO 3RD FLOORSAN FRANCISCOCA94133N/APCCHARITABLE$10,000
Adas Cafe
839 NORTHAMPTON DRIVEPALO ALTOCA94303N/APCCHARITABLE$60,000
PENINSULA OPEN SPACE TRUST
222 HIGH STREETPALO ALTOCA94301N/APCCHARITABLE$200
KQED INC
2601 MARIPOSA STREETSAN FRANCISCOCA94101N/APCCHARITABLE$300
CALMATTERS
1017 L StreetSacramentoCA95814N/APCCHARITABLE$500,000
Regents of the University of California
1111 FRANKLIN STREET 7TH FLOAKLANDCA94607N/APCCHARITABLE$640,000
Californians to Defend the Open Primary
2350 KERNER BLVD STE 250SAN RAFAELCA94901N/ANCASSIST IN ADVOCACY AND DEFENSE OF OPEN PRIMARY SYSTEM$150,000
KITP HOUSE PROJECT
1423 Hamilton AvePalo AltoCA94301N/APCCHARITABLE$1,525,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,410,873TotalGrantOrContriPdDurYrAmt

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$116ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,240ExclusionAmt
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$3,393,877ExclusionAmt
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$3,473,833ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,473,833TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCHARLES MUNGER JRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11423 Hamilton AvenueAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd
FieldValueIRS element (for citing)
Total Contributions$139,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$23,846Amt
Net Investment Income$11,923NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,923DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3 SHS BERKSHIRE HATHAWAY CL A$0$0
15 SHS GRAHAM HOLDINGS CO$0$0
15 SHS CABLE ONE INC$4,290$1,693
6985 SHS COSTCO WHOLSESALE CO$1,125,493$6,023,445
20,625 SHS BYD COMPANY$0$0
50 SHS BRK CL B$0$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCE - SALE OF STOCKSDesc
Amt$790,983Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$287$287
ATTORNEY GENERAL$200$200

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
RECOVERY OF PY QUALIFYING DISTRIBUTION$30,600$30,600
(VOIDED/STOPPED GRANT CHECKS)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$1,369$1,369
FEDERAL TAXES PAID$39,500

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