Civic Intelligence

Munger Charitable Trust Number One C/O William H Borthwick

990PF • Fiscal year 2024 • EIN 27-6085454

Jun 01, 2023 to May 31, 2024 • Filed on Oct 15, 2024

Organization Profile
300 South Grand Avenue 37th FloorLos Angeles, CA 90071

(310) 566-1900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-908%

Higher net margin than 2% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-15%

Faster asset growth than 26% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

13%

Faster revenue growth than 62% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$93,724

Down $16,937 (-15%) from 2023

Net Assets

Down

$93,724

Down $16,937 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Up

$25,051

Up $2,843 (+13%) from 2023

Expenses

Up

$252,620

Up $224,270 (+791%) from 2023

Net Income

Down

-$227,569

Down $221,427 (-3605%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2014: $174,659Liabilities 2014: $0Net Assets 2014: $174,6592014Assets 2015: $167,244Liabilities 2015: $0Net Assets 2015: $167,2442015Assets 2016: $155,071Liabilities 2016: $0Net Assets 2016: $155,0712016Assets 2017: $145,877Liabilities 2017: $0Net Assets 2017: $145,8772017Assets 2018: $144,650Liabilities 2018: $0Net Assets 2018: $144,6502018Assets 2019: $135,543Liabilities 2019: $0Net Assets 2019: $135,5432019Assets 2020: $129,135Liabilities 2020: $0Net Assets 2020: $129,1352020Assets 2021: $123,165Liabilities 2021: $0Net Assets 2021: $123,1652021Assets 2022: $116,803Liabilities 2022: $0Net Assets 2022: $116,8032022Assets 2023: $110,661Liabilities 2023: $0Net Assets 2023: $110,6612023Assets 2024: $93,724Liabilities 2024: $0Net Assets 2024: $93,7242024Assets 2025: $154,871,910Liabilities 2025: $0Net Assets 2025: $154,871,9102025

Highlighted filing

2024

Assets$93,724
Liabilities$0
Net Assets$93,724
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MRevenue 2014: $11,031Expenses 2014: $13,110Net Income 2014: -$2,0792014Revenue 2015: $17,178Expenses 2015: $16,635Net Income 2015: $5432015Revenue 2016: $9,387Expenses 2016: $21,560Net Income 2016: -$12,1732016Revenue 2017: $11,866Expenses 2017: $21,060Net Income 2017: -$9,1942017Revenue 2018: $9,859Expenses 2018: $11,086Net Income 2018: -$1,2272018Revenue 2019: $10,503Expenses 2019: $19,610Net Income 2019: -$9,1072019Revenue 2020: $15,940Expenses 2020: $22,348Net Income 2020: -$6,4082020Revenue 2021: $15,240Expenses 2021: $21,210Net Income 2021: -$5,9702021Revenue 2022: $16,944Expenses 2022: $23,306Net Income 2022: -$6,3622022Revenue 2023: $22,208Expenses 2023: $28,350Net Income 2023: -$6,1422023Revenue 2024: $25,051Expenses 2024: $252,620Net Income 2024: -$227,5692024Revenue 2025: $128,383,529Expenses 2025: $3,527,115Net Income 2025: $124,856,4142025

Highlighted filing

2024

Revenue$25,051
Expenses$252,620
Net Income-$227,569
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Oct 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H BORTHWICKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Munger Charitable Trust Number One
EIN
27-6085454
In Care Of
% HOLTHOUSE CARLIN & VAN TRIGT
Phone
3105661900
Address
300 SOUTH GRAND AVENUE 37TH FLOOR, LOS ANGELES, CA 90071

Signing Officer

Name
William Borthwick
Title
Officer
Phone
3105661900
Signed
2024-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
11444 w OLYMPIC BLVD 11TH FLR, LOS ANGELES, CA 90064
Preparer
Cathy L Kleineahlbr
Phone
3105661900
Raw XML Appendix232 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt162147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1388293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01 SHS BERKSHIRE HATHAWAY CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1937 SHS BERKSHIRE HATH. CL B
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt025051
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt025051
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt025051
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt025051
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0250162
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0250162
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-227569
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt030024
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt025051
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022718
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02153
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02153
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0250187
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0252620
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025051
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt025051
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02333
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt025051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt025051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt030024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc075 SHARES BERKSHIRE HATHWAY - CL B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt025051
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-227569
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0210632
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt093724
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0110661
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt093724
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt027545
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027545
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt027545
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027861
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0316
IRS990PF/DistributableAmountGrp/TotalTaxAmt0316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0392
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0316
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0392
IRS990PF/FMVAssetsEOYAmt0419870
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0106651
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt062147
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0388293
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0110661
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt093724
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04010
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt031577
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt031577
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0110661
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt093724
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0419870
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0110661
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt093724
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0110661
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt093724
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0565712
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08335
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0557377
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08486
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027861
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0557226
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0565712
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM H BORTHWICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0300 SOUTH GRAND AVENUE 37TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090071
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0250187
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0250187
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011444 W OLYMPIC BLVD 11TH FLR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090064
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT
IRS990PF/StatementsRegardingActyGrp/PhoneNum03105661900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250162
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0(1) DESCRIPTION: 596 SHARES OF BERSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $39,530 (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: 04/01/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOUTHERN CALIFORNIA PUBLIC RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0474 SOUTH RAYMOND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250162
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027545
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt023254
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0199388
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0199388
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0250187
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0199388
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0199388
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt023254
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EMA ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0180
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0210632
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON DONATED SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02153
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02153
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BORTHWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum03105661900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MUNGER CHARITABLE TRUST NUMBER ONE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM H BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0MUNG
ReturnHeader/Filer/EIN0276085454
ReturnHeader/Filer/InCareOfNm0% HOLTHOUSE CARLIN & VAN TRIGT
ReturnHeader/Filer/PhoneNum03105661900
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 SOUTH GRAND AVENUE 37TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090071
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011444 w OLYMPIC BLVD 11TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090064
ReturnHeader/PreparerPersonGrp/PhoneNum03105661900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHY L KLEINEAHLBR
ReturnHeader/ReturnTs02024-09-24T16:52:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,724
Liabilities
$0
Net assets
$93,724
Revenue
$25,051
Expenses
$252,620
Net income
-$227,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$155$0.00$155$128$3.53$125
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.03$0.25$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.02$0.03$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.02$0.02$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.02$0.02$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.02$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.01$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.01$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.02$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.01$0.00