Civic Intelligence

Munger Charitable Trust Number Three

990PF • Fiscal year 2019 • EIN 27-6085495

Jun 01, 2018 to May 31, 2019 • Filed on Jul 26, 2019

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

(213) 683-8790

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-86%

Higher net margin than 8% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

32nd percentile

-6.3%

Faster asset growth than 32% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

6.8%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$135,477

Down $9,094 (-6.3%) from 2018

Net Assets

Down

$135,477

Down $9,094 (-6.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Up

$10,516

Up $669 (+6.8%) from 2018

Expenses

Up

$19,610

Up $8,524 (+77%) from 2018

Net Income

Down

-$9,094

Down $7,855 (-634%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$150M$100M$50M$0Assets 2014: $174,518Liabilities 2014: $0Net Assets 2014: $174,5182014Assets 2015: $167,108Liabilities 2015: $0Net Assets 2015: $167,1082015Assets 2016: $155,004Liabilities 2016: $0Net Assets 2016: $155,0042016Assets 2017: $145,810Liabilities 2017: $0Net Assets 2017: $145,8102017Assets 2018: $144,571Liabilities 2018: $0Net Assets 2018: $144,5712018Assets 2019: $135,477Liabilities 2019: $0Net Assets 2019: $135,4772019Assets 2020: $129,082Liabilities 2020: $0Net Assets 2020: $129,0822020Assets 2021: $123,053Liabilities 2021: $0Net Assets 2021: $123,0532021Assets 2022: $116,673Liabilities 2022: $0Net Assets 2022: $116,6732022Assets 2023: $111,109Liabilities 2023: $0Net Assets 2023: $111,1092023Assets 2024: $109,778Liabilities 2024: $0Net Assets 2024: $109,7782024Assets 2025: $108,956,678Liabilities 2025: $0Net Assets 2025: $108,956,6782025

Highlighted filing

2019

Assets$135,477
Liabilities$0
Net Assets$135,477
Open 2019 Filing

Operations Trend

Revenue Growth60th percentile

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

$150M$100M$50M$0-$50MRevenue 2014: $10,406Expenses 2014: $13,010Net Income 2014: -$2,6042014Revenue 2015: $17,184Expenses 2015: $16,635Net Income 2015: $5492015Revenue 2016: $9,456Expenses 2016: $21,560Net Income 2016: -$12,1042016Revenue 2017: $11,866Expenses 2017: $21,060Net Income 2017: -$9,1942017Revenue 2018: $9,847Expenses 2018: $11,086Net Income 2018: -$1,2392018Revenue 2019: $10,516Expenses 2019: $19,610Net Income 2019: -$9,0942019Revenue 2020: $15,948Expenses 2020: $22,343Net Income 2020: -$6,3952020Revenue 2021: $15,181Expenses 2021: $21,210Net Income 2021: -$6,0292021Revenue 2022: $16,926Expenses 2022: $23,306Net Income 2022: -$6,3802022Revenue 2023: $22,786Expenses 2023: $28,350Net Income 2023: -$5,5642023Revenue 2024: $25,096Expenses 2024: $26,427Net Income 2024: -$1,3312024Revenue 2025: $128,383,045Expenses 2025: $51,671,022Net Income 2025: $76,712,0232025

Highlighted filing

2019

Revenue$10,516
Expenses$19,610
Net Income-$9,094
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jul 26, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
Munger Charitable Trust Number Three
EIN
27-6085495
In Care Of
% HOLTHOUSE CARLIN & VAN TRIGT
Phone
2136838790
Address
300 SOUTH GRAND AVENUE 37TH FLOOR, LOS ANGELES, CA 90071

Signing Officer

Name
William Borthwick
Title
Trustee
Phone
2136838790
Signed
2019-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
355 S GRAND AVE STE 1710, LOS ANGELES, CA 90071
Preparer
Michael S Dreyer
Phone
2136838790
Raw XML Appendix264 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/EOYBookValueAmt099488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0297060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt197131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01 SHS BERKSHIRE HATHAWAY CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1492 SHS BERKSHIRE HATH. CL B
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt010493
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt023
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010516
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010516
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt010493
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-9094
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015136
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt023
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt023
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt010493
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt019450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010516
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010516
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BERKSHIRE HATHAWAY - CL B; 70 SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010493
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-9094
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0135477
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0144571
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0135477
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020894
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020894
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020894
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt021101
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0207
IRS990PF/DistributableAmountGrp/TotalTaxAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0207
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0148
IRS990PF/FMVAssetsEOYAmt0397549
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0136763
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0132119
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0394191
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0144571
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0135477
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07808
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03358
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03358
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0144571
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0135477
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0397549
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0144571
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0135477
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0144571
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0135477
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0428451
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06525
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0421926
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06427
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021101
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0422024
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0428451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt019573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt019677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt010926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt020783
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt020807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt015439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt011906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.026935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.058767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.063619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.038584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0104
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0422024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0405637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0353650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0327056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0350991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0308570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt019450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.231892
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt019450
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt019450
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt019450
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/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/AddressLine1Txt0355 S GRAND AVENUE SUITE 1710
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090071
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT
IRS990PF/StatementsRegardingActyGrp/PhoneNum02136838790
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0POLYTECHNIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WESTRIDGE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01030 EAST CALIFORNIA BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1324 MADELINE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018500
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/AppliedToCurrentYearAmt01166
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018284
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019450
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019728
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018284
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EMA ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0950
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BORTHWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02136838790
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MUNGER CHARITABLE TRUST NUMBER THREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM H BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0MUNG
ReturnHeader/Filer/EIN0276085495
ReturnHeader/Filer/InCareOfNm0% HOLTHOUSE CARLIN & VAN TRIGT
ReturnHeader/Filer/PhoneNum02136838790
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 SOUTH GRAND AVENUE 37TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090071
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B4E9ACEEC3B243A7044846228892F10EB4E27A5E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B4E9ACEEC3B243A7044846228892F10EB4E27A5E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId096719820192205000004
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-08-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.59.221.3
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 S GRAND AVE STE 1710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090071
ReturnHeader/PreparerPersonGrp/PhoneNum02136838790
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S DREYER
ReturnHeader/ReturnTs02019-08-08T14:40:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,477
Liabilities
$0
Net assets
$135,477
Revenue
$10,516
Expenses
$19,610
Net income
-$9,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$109$0.00$109$128$51.7$76.7
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.03$0.03$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.02$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.02$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.02$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$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
2017Detailed filing. Detailed filing data is available for this year.$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