Civic Intelligence

Munger Charitable Trust Number One C/O William H Borthwick

990PF • Fiscal year 2025 • EIN 27-6085454

Jun 01, 2024 to May 31, 2025 • Filed on Oct 15, 2025

Organization Profile
350 W Colorado Blvd Fifth FLPasadena, CA 91105

(310) 566-1900

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2025 filings • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

6th percentile

0.00x

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

2025 filings • $100M-$250M nonprofits • Source year 2025

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2025 filings • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2025 filings • $100M-$250M nonprofits • Source year 2025

Asset Growth

100th percentile

165143%

Faster asset growth than 100% of similar nonprofits.

2025 filings • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

100th percentile

512389%

Faster revenue growth than 100% of similar nonprofits.

2025 filings • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$154,871,910

Up $154,778,186 (+165143%) from 2024

Net Assets

Up

$154,871,910

Up $154,778,186 (+165143%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin99th percentile

Revenue

Up

$128,383,529

Up $128,358,478 (+512389%) from 2024

Expenses

Up

$3,527,115

Up $3,274,495 (+1296%) from 2024

Net Income

Up

$124,856,414

Up $125,083,983 (+54965%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2025

Assets$154,871,910
Liabilities$0
Net Assets$154,871,910
Open 2025 Filing

Operations Trend

Revenue Growth100th 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

2025

Revenue$128,383,529
Expenses$3,527,115
Net Income$124,856,414
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay9th 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
350 W COLORADO BLVD FIFTH FL, PASADENA, CA 91105

Signing Officer

Name
William Borthwick
Title
Officer
Phone
3105661900
Signed
2025-10-15
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 Appendix351 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
AccountingFeesSchedule/AccountingFeesDetail/Amt03566
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01783
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0146935600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1721671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22544280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3138088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0146935600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1721671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22544280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3138088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0194 SHS BERKSHIRE HATH. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11,432 SHS BERKSHIRE HATH. CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22,446 SHS COSTCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31,213 SHS ALIBABA
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt098304
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt098304
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt098304
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01783
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01783
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03566
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03522850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03522850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0128285225
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt098304
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt098304
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0124856414
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt096347
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0174
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0174
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03524658
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03527115
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt098304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0128383529
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01808
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01957
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04265
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0124856414
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt029921772
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0154871910
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt093724
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0154871910
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06704360
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06704360
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06704360
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06705699
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01339
IRS990PF/DistributableAmountGrp/TotalTaxAmt01339
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01339
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01339
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01339
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0763
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0576
IRS990PF/FMVAssetsEOYAmt0154871910
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt062147
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0150339639
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0150339639
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt093724
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0154871910
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt031577
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04532271
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04532271
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt093724
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0154871910
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0154871910
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt093724
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0154871910
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt093724
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0154871910
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0136156324
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0690960
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0135465364
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02042345
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06705699
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0134113979
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0136156324
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
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/AddressLine1Txt0350 W COLORADO BLVD FIFTH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091105
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03524658
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03524658
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/DonorAdvisedFundInd0true
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/NewSubstantialContributorsInd0true
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/Amt0258377
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1252846
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt299408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3197807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5491088
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61550460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7522864
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0(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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1(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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2(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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3(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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5(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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6(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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7(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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOUTHERN CALIFORNIA PUBLIC RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1OUR AMERICAN FUTURE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SANTA BARBARA MARITIME MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WESTRIDGE SCHOOL FOR GIRLS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Neighborhood Legal Services of Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5GREATER HORIZONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6GREATER HORIZONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7GREATER HORIZONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0474 SOUTH RAYMOND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11032 15TH STREET NW STE 385
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2113 HARBOR WAY STE 190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3324 MADELINE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41102 E CHEVY CHASE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51055 BROADWAY BLVD STE 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61055 BROADWAY BLVD STE 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71055 BROADWAY BLVD STE 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GLENDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd564105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd664105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd764105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03522850
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/AppliedToCurrentYearAmt03524658
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06704360
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03179702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0199388
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0683050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09621087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05775225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01627226
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03179702
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014726274
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0199388
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0683050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09621087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04222749
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03524658
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014726274
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017905976
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THE SURVIVORS TRUST OF THE MUNGER C
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1THE ALFRED C MUNGER FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2THE ALFRED C MUNGER FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0350 W COLORADO BLVD FIFTH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1350 W COLORADO BLVD FIFTH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2350 W COLORADO BLVD FIFTH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091105
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd191105
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd291105
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0120912264
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12816305
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt24556656
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0120912264
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt12816305
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0198 SHARES BERKSHIRE HATHAWAY INC. CLASS A SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,213 SHARES OF ALIBABA GROUP HOLDING 1,125 SHARES OF BERKSHIRE HATHAWAY INC. CLASS B SECURITIES 2,4
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-07-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-10-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0174
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0935214
OtherIncreasesSchedule/OtherIncreasesDetail/Amt128986558
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON DONATED SECURITIES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAIN ON INVESTMENTS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0THE SURVIVORS TRUST OF THE MUNGER C
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1THE ALFRED C MUNGER FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0350 W COLORADO BLVD FIFTH FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1350 W COLORADO BLVD FIFTH FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PASADENA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1PASADENA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd091105
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd191105
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BORTHWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum03105661900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
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/AddressLine1Txt0350 W COLORADO BLVD FIFTH FL
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091105
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/ReturnTs02025-08-11T11:54:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,871,910
Liabilities
$0
Net assets
$154,871,910
Revenue
$128,383,529
Expenses
$3,527,115
Net income
$124,856,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$155$0.00$155$128$3.53$125
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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