2026-09-15T17:55:58-05:00 2026-05-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 350 W COLORADO BLVD 5TH FLOOR PASADENA CA 91105 990PF 2025-06-01 276085478 MUNGER CHARITABLE TRUST NUMBER TWO % HOLTHOUSE CARLIN & VAN TRIGT MUNG 3105661900 350 W COLORADO BLVD FIFTH FLOOR PASADENA CA 91105 WILLIAM BORTHWICK TRUSTEE 3105661900 2026-10-15 true Cathy Kleineahlbrandt P00971311 6262435100 2025 X 140389506 X 0 X 128316 128316 128316 128316 0 5951 0 0 5951 27923 13961 0 13962 12115 12115 5305 174 174 51468 26250 0 19913 3846108 3846108 3897576 26250 0 3866021 -3769260 102066 0 4468018 4568628 4568628 148622247 135820878 135820878 153090265 140389506 140389506 0 0 X 153090265 140389506 153090265 140389506 153090265 140389506 153090265 -3769260 634799 149955804 9566298 140389506 1419 1419 1419 4640 0 4640 3221 3221 0 false false false false true false false true true CA true false false 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 1.0 0 0 0 MARIBETH A BORTHWICK 350 W COLORADO BLVD FIFTH FLOOR PASADENA CA 91105 TRUSTEE 0.5 0 0 0 142733374 4499237 0 147232611 0 147232611 2208489 145024122 7251206 7251206 1419 1419 7249787 7249787 7249787 3866021 0 0 0 0 3866021 7249787 0 2023 2022 2021 5775225 9621087 683050 0 0 16079362 3866021 0 3866021 0 3383766 3383766 12695596 0 0 2391459 10304137 9621087 683050 0 0 0 X MT VERNON LADIES ASSOCIATION OF THE UNION 3200 MOUNT VERNON MEMORIAL HIGHWAY MOUNT VERNON VA 22121 NONE PC (1) DESCRIPTION: 105 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $48,141 (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: 08/27/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 51860 HARVARD WESTLAKE SCHOOL 3700 COLDWATER CANYON STUDIO CITY CA 91604 NONE PC (1) DESCRIPTION: 21 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $9,628 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 10742 ST MATTHEW'S MUSIC GUILD PO BOX 16088 ENCINO CA 91416 NONE SO I (1) DESCRIPTION: 11 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $5,043 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 5627 HENRY E HUNTINGTON LIBRARY AND ART GALLERY 1151 OXFORD ROAD SAN MARINO CA 91108 NONE PC (1) DESCRIPTION: 51 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $23,383 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 26088 LOS ANGELES PHILHARMONIC ASSOCIATION 151 S GRAND AVE LOS ANGELES CA 90012 NONE PC (1) DESCRIPTION: 11 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $5,043 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 5627 JOHN THOMAS DYE SCHOOL 11414 CHALON ROAD LOS ANGELES CA 90049 NONE PC (1) DESCRIPTION: 21 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $9,628 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 10742 UCLA FOUNDATION 10889 WILSHIRE BLVD STE 1500 LOS ANGELES CA 90024 NONE PC (1) DESCRIPTION: 120 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $55,019 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 61382 HONOLULU MUSEUM OF ART 900 S BERETANIA ST HONOLULU HI 96814 NONE PC (1) DESCRIPTION: 20 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $9,170 (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: 12/03/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 10132 LAS MADRINAS 4650 SUNSET BLVD MS 4 LOS ANGELES CA 90027 NONE PC (1) DESCRIPTION: 21 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $9,628 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 10742 RECTOR WARDENS & VESTRYMEN OF ST MATTHEWS PARISH 1031 BIENVENEDA AVE PACIFIC PALISADES CA 90272 NONE PC (1) DESCRIPTION: 51 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $23,383 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 26088 MT VERNON LADIES ASSOCIATION OF THE UNION 3200 MOUNT VERNON MEMORIAL HIGHWAY MOUNT VERNON VA 22121 NONE PC (1) DESCRIPTION: 1,035 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $448,900 (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: 12/03/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 524331 BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UN 415 BROADWAY MAIL CODE 8442 REDWOOD CITY CA 94063 NONE PC (1) DESCRIPTION: 41 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $ 18,798 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 20972 MARLBOROUGH SCHOOL 250 SOUTH ROSSMORE AVENUE LOS ANGELES CA 90004 NONE PC (1) DESCRIPTION: 21 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $ 9,628 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT 10742 MT VERNON LADIES ASSOCIATION OF THE UNION 3200 MOUNT VERNON MEMORIAL HIGHWAY MOUNT VERNON VA 22121 NONE PC (1) DESCRIPTION: 4 SHARES OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $2,442,672 (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: 02/25/2026 (6) PURPOSE: GENERAL OPERATING SUPPORT 2964240 MT VERNON LADIES ASSOCIATION OF THE UNION 3200 MOUNT VERNON MEMORIAL HIGHWAY MOUNT VERNON VA 22121 NONE PC (1) DESCRIPTION: 175 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $71,245 (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: 03/04/2026 (6) PURPOSE: GENERAL OPERATING SUPPORT 84793 MARLBOROUGH SCHOOL 250 SOUTH ROSSMORE AVENUE LOS ANGELES CA 90004 NONE PC GENERAL OPERATING SUPPORT 10000 ST MATTHEW'S MUSIC GUILD PO BOX 16088 ENCINO CA 91416 NONE PC GENERAL OPERATING SUPPORT 10000 MT VERNON LADIES ASSOCIATION OF THE UNION 3200 MOUNT VERNON MEMORIAL HIGHWAY MOUNT VERNON CA 22121 NONE PC GENERAL OPERATING SUPPORT 1000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVE SUITE 401 BERKELEY CA 94704 NONE PC GENERAL OPERATING SUPPORT 1000 3846108 14 128316 128316 128316 false false false false false false false false false false ACCOUNTING FEES 27923 13961 13962 186 SHS BERKSHIRE HATH. CL A 132227400 132227400 2,326 SHS BERKSHIRE HATH. CL B 1103640 1103640 1,213 SHS ALIBABA 150679 150679 2,446 SHS COSTCO 2339159 2339159 LEGAL FEES 5951 5951 UNREALIZED LOSS ON INVESTMENTS 9566298 BANK SERVICE FEE 150 150 ADR FEES 24 24 UNREALIZED GAIN ON DONATED SECURITIES 634799 TRUST SERVICES FEES 12115 12115 FEDERAL EXCISE TAXES 5305