2025-08-11T11:54:30-05:00 2025-05-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 11444 w OLYMPIC BLVD 11TH FLR LOS ANGELES CA 90064 990PF 2024-06-01 276085454 MUNGER CHARITABLE TRUST NUMBER ONE C/O WILLIAM H BORTHWICK % HOLTHOUSE CARLIN & VAN TRIGT MUNG 3105661900 350 W COLORADO BLVD FIFTH FL PASADENA CA 91105 WILLIAM BORTHWICK Officer 3105661900 2025-10-15 true true CATHY L KLEINEAHLBR P00971311 3105661900 2024 2025-03-06 01:10:19Z X X 154871910 X 128285225 98304 98304 128383529 98304 0 3566 1783 0 1783 525 25 174 174 4265 1957 0 1808 3522850 3522850 3527115 1957 0 3524658 124856414 96347 0 31577 4532271 4532271 62147 150339639 150339639 93724 154871910 154871910 0 0 X 93724 154871910 93724 154871910 93724 154871910 93724 124856414 29921772 154871910 154871910 1339 1339 1339 576 0 576 763 false false false false false false false true true CA true false true false true true NONE HOLTHOUSE CARLIN & VAN TRIGT 3105661900 11444 W OLYMPIC BLVD 11TH FLR LOS ANGELES CA 90064 false false false false false false false false false false false false false false false false false false false false false false WILLIAM H BORTHWICK 350 W COLORADO BLVD FIFTH FL PASADENA CA 91105 TRUSTEE 0.5 0 0 0 135465364 690960 0 136156324 0 136156324 2042345 134113979 6705699 6705699 1339 1339 6704360 6704360 6704360 3524658 0 0 0 0 3524658 6704360 0 2022 2021 2020 1627226 5775225 9621087 683050 199388 17905976 3524658 0 3524658 0 3179702 3179702 14726274 0 0 14726274 4222749 9621087 683050 199388 X SOUTHERN CALIFORNIA PUBLIC RADIO 474 SOUTH RAYMOND AVENUE PASADENA CA 91105 NONE PC (1) DESCRIPTION: 486 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $197,855 (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: 04/15/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 258377 OUR AMERICAN FUTURE FOUNDATION 1032 15TH STREET NW STE 385 WASHINGTON DC 20005 NONE PC (1) DESCRIPTION: 550 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $36,476 (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: 09/19/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT 252846 SANTA BARBARA MARITIME MUSEUM 113 HARBOR WAY STE 190 SANTA BARBARA CA 93109 NONE PC (1) DESCRIPTION: 218 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $14,458 (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: 09/20/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT 99408 WESTRIDGE SCHOOL FOR GIRLS INC 324 MADELINE DRIVE PASADENA CA 91105 NONE PC (1) DESCRIPTION: 436 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $119,911 (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: 09/24/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT 197807 Neighborhood Legal Services of Los Angeles 1102 E CHEVY CHASE DRIVE GLENDALE CA 91205 NONE PC CHARITABLE 150000 GREATER HORIZONS 1055 BROADWAY BLVD STE 130 KANSAS CITY MO 64105 NONE PC (1) DESCRIPTION: 950 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $397,188 (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: 04/22/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 491088 GREATER HORIZONS 1055 BROADWAY BLVD STE 130 KANSAS CITY CA 64105 NONE PC (1) DESCRIPTION: 2 SHARES OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $1,221,336 (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: 04/22/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 1550460 GREATER HORIZONS 1055 BROADWAY BLVD STE 130 KANSAS CITY CA 64105 NONE PC (1) DESCRIPTION: 990 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $450,411 (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: 04/24/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 522864 3522850 14 98304 98304 98304 false false false false false false false false false false X X 1 THE SURVIVORS TRUST OF THE MUNGER C 350 W COLORADO BLVD FIFTH FL PASADENA CA 91105 120912264 X 2 THE ALFRED C MUNGER FOUNDATION 350 W COLORADO BLVD FIFTH FL PASADENA CA 91105 2816305 X 3 THE ALFRED C MUNGER FOUNDATION 350 W COLORADO BLVD FIFTH FL PASADENA CA 91105 4556656 X 1 198 SHARES BERKSHIRE HATHAWAY INC. CLASS A SECURITIES 120912264 2024-07-02 2 1,213 SHARES OF ALIBABA GROUP HOLDING 1,125 SHARES OF BERKSHIRE HATHAWAY INC. CLASS B SECURITIES 2,4 2816305 2024-10-28 ACCOUNTING FEES 3566 1783 1783 194 SHS BERKSHIRE HATH. CL A 146935600 146935600 1,432 SHS BERKSHIRE HATH. CL B 721671 721671 2,446 SHS COSTCO 2544280 2544280 1,213 SHS ALIBABA 138088 138088 BANK SERVICE FEE 174 174 UNREALIZED GAIN ON DONATED SECURITIES 935214 UNREALIZED GAIN ON INVESTMENTS 28986558 THE SURVIVORS TRUST OF THE MUNGER C 350 W COLORADO BLVD FIFTH FL PASADENA CA 91105 THE ALFRED C MUNGER FOUNDATION 350 W COLORADO BLVD FIFTH FL PASADENA CA 91105 FEDERAL EXCISE TAXES 500 FILING FEES 25 25