2025-08-29T14:53:17-05:00 2025-05-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 11444 w OLYMPIC BLVD 11TH FLR LOS ANGELES CA 90064 990PF 2024-06-01 276085478 MUNGER CHARITABLE TRUST NUMBER TWO C/O WILLIAM H BORTHWICK % HOLTHOUSE CARLIN & VAN TRIGT MUNG 3105661900 350 W COLORADO BLVD FIFTH FLOOR 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 153090265 X 128315651 97184 97184 128412835 97184 0 4155 0 0 4155 26316 13158 0 13158 1200 1200 726 225 234 234 32631 13392 0 18738 5623215 5623215 5655846 13392 0 5641953 122756989 83792 0 7634 4468018 4468018 101876 148622247 148622247 109510 153090265 153090265 0 0 X 109510 153090265 109510 153090265 109510 153090265 109510 122756989 30223766 153090265 153090265 1165 1165 1165 500 0 500 665 false false false false false false false true true CA true false true false false 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 FLOOR PASADENA CA 91105 TRUSTEE 0.5 0 0 0 135369298 630318 0 135999616 0 135999616 2039994 133959622 6697981 6697981 1165 1165 6696816 6696816 6696816 5641953 0 0 0 0 5641953 6696816 29363 2022 2021 2020 1627226 5775225 9621087 683050 0 17706588 5641953 29363 5612590 0 1084226 1084226 16622362 0 543000 16079362 5775225 9621087 683050 0 0 X MT VERNON LADIES ASSOCIATION OF THE UNION 3200 MOUNT VERNON MEMORIAL HIGHWAY MOUNT VERNON VA 22121 NONE PC (1) DESCRIPTION: 983 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $65,202 (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: 07/05/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT 401275 REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELE 1995 UNIVERSITY AVE STE 401 BERKELEY CA 94704 NONE PC CHARITABLE 1000 HARVARD WESTLAKE SCHOOL 700 NORTH FARING ROAD LOS ANGELES CA 90077 NONE PC CHARITABLE 5000 ST MATTHEW'S MUSIC GUILD 1031 BIENVENEDA AVE PACIFIC PALISADES CA 90272 NONE SO I CHARITABLE 5000 Rector Wardens & Vestrymen of St Matthews Parish 1031 BIENVENEDA AVE PACIFIC PALISADES CA 90272 NONE PC CHARITABLE 25000 BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UN 326 GALVEZ STREET STANFORD CA 943056105 NONE PC CHARITABLE 20000 LAS MADRINAS 4650 SUNSET BLVD MS 4 LOS ANGELES CA 90027 NONE PC CHARITABLE 10000 HENRY E HUNTINGTON LIBRARY AND ART GALLERY 1151 OXFORD ROAD SAN MARINO CA 91108 NONE PC CHARITABLE 25000 LOS ANGELES PHILHARMONIC ASSOCIATION 151 S GRAND AVE LOS ANGELES CA 90012 NONE PC CHARITABLE 5000 JOHN THOMAS DYE SCHOOL 11414 CHALON ROAD LOS ANGELES CA 90049 NONE PC CHARITABLE 10000 UCLA FOUNDATION 10889 WILSHIRE BLVD STE 1000 LOS ANGELES CA 90024 NONE PC CHARITABLE 60000 SIGMA NU EDUCATIONAL FOUNDATION 9 NORTH LEWIS STREET LEXINGTON VA 24450 NONE PC CHARITABLE 250 HONOLULU MUSEUM OF ART 900 S BERENTANIA ST HONOLULU HI 96814 NONE PC CHARITABLE 10000 JOHN THOMAS DYE SCHOOL 11414 CHALON ROAD LOS ANGELES CA 90049 NONE PC (1) DESCRIPTION: 6 SHARES OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $3,664,008 (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: 04/16/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 4694673 JOHN THOMAS DYE SCHOOL 11414 CHALON ROAD LOS ANGELES CA 90049 NONE PC (1) DESCRIPTION: 600 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $58,245 (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 310161 MT VERNON LADIES ASSOCIATION OF THE UNION 3200 MOUNT VERNON MEMORIAL HIGHWAY MOUNT VERNON VA 22121 NONE PC CHARITABLE 15000 REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 S STATE ST STE 8000 ANN ARBOR MI 48109 NONE PC (1) DESCRIPTION: 48 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $22,030 (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: 05/02/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 25856 5623215 14 97184 97184 97184 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 4587082 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 26316 13158 13158 192 SHS BERKSHIRE HATH. CL A 145420800 145420800 1,030 SHS BERKSHIRE HATH. CL B 519079 519079 1,213 SHS ALIBABA 138088 138088 2,446 SHS COSTCO 2544280 2544280 LEGAL FEES 4155 4155 BANK SERVICE FEE 234 234 UNREALIZED GAIN ON DONATED SECURITIES 1622480 UNREALIZED GAIN ON INVESTMENTS 28601286 OUTSIDE SERVICES 1200 1200 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 501 FILING FEES 225 225