Civic Intelligence

The Bennett Foundation

990PF • Fiscal year 2024 • EIN 95-4720080

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

Organization Profile
1056 Amalfi DrPacific Palisades, CA 90272-4028

(213) 621-0810

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

5th percentile

-92%

Higher net margin than 5% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

13th percentile

-6.0%

Faster asset growth than 13% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

8550%

Faster revenue growth than 100% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$10,131,867

Down $648,936 (-6.0%) from 2023

Net Assets

$10,126,867

No earlier filing loaded for comparison.

Liabilities

Up

$5,000

Up $4,999 (+499900%) from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin5th percentile

Revenue

Up

$674,494

Up $666,696 (+8550%) from 2023

Expenses

Up

$1,296,165

Up $264,067 (+26%) from 2023

Net Income

Up

-$621,671

Up $402,629 (+39%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$15M$10M$5.0M$0Assets 2011: $881,028Liabilities 2011: $02011Assets 2012: $7,778,867Liabilities 2012: $02012Assets 2013: $7,307,997Liabilities 2013: $02013Assets 2014: $7,273,473Liabilities 2014: $0Net Assets 2014: $7,273,4732014Assets 2015: $7,067,847Liabilities 2015: $0Net Assets 2015: $7,067,8472015Assets 2016: $6,987,822Liabilities 2016: $0Net Assets 2016: $6,987,8222016Assets 2017: $7,051,372Liabilities 2017: $0Net Assets 2017: $7,051,3722017Assets 2018: $6,590,640Liabilities 2018: $0Net Assets 2018: $6,590,6402018Assets 2019: $10,860,181Liabilities 2019: $12019Assets 2020: $12,031,860Liabilities 2020: $0Net Assets 2020: $12,031,8602020Assets 2021: $11,902,491Liabilities 2021: $0Net Assets 2021: $11,902,4912021Assets 2022: $11,600,693Liabilities 2022: $12022Assets 2023: $10,780,803Liabilities 2023: $12023Assets 2024: $10,131,867Liabilities 2024: $5,000Net Assets 2024: $10,126,8672024

Highlighted filing

2024

Assets$10,131,867
Liabilities$5,000
Net Assets$10,126,867
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $76,454Expenses 2011: $187,368Net Income 2011: -$110,9142011Revenue 2012: $7,166,036Expenses 2012: $178,534Net Income 2012: $6,987,5022012Revenue 2013: $646,444Expenses 2013: $579,364Net Income 2013: $67,0802013Revenue 2014: $583,911Expenses 2014: $197,041Net Income 2014: $386,8702014Revenue 2015: $214,614Expenses 2015: $294,492Net Income 2015: -$79,8782015Revenue 2016: $1,371,966Expenses 2016: $645,066Net Income 2016: $726,9002016Revenue 2017: $354,861Expenses 2017: $369,681Net Income 2017: -$14,8202017Revenue 2018: $22,955Expenses 2018: $458,077Net Income 2018: -$435,1222018Revenue 2019: $6,736,869Expenses 2019: $2,344,782Net Income 2019: $4,392,0872019Revenue 2020: $2,178,265Expenses 2020: $61,954Net Income 2020: $2,116,3112020Revenue 2021: $69,793Expenses 2021: $198,103Net Income 2021: -$128,3102021Revenue 2022: $1,473,909Expenses 2022: $559,582Net Income 2022: $914,3272022Revenue 2023: $7,798Expenses 2023: $1,032,098Net Income 2023: -$1,024,3002023Revenue 2024: $674,494Expenses 2024: $1,296,165Net Income 2024: -$621,6712024

Highlighted filing

2024

Revenue$674,494
Expenses$1,296,165
Net Income-$621,671
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H BORTHWICKTrustee-$0--
DAVID B BORTHWICKTrustee-$0--
MOLLY LOWELL BORTHWICKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bennett Foundation
EIN
95-4720080
In Care Of
% WM HAROLD BORTHWICK
Phone
2136210810
Address
1056 AMALFI DR, PACIFIC PALISADES, CA 90272-4028

Signing Officer

Name
William H Borthwick
Title
Trustee
Phone
2136210810
Signed
2025-05-15
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 Kleineahlbrandt
Phone
3105661900
Raw XML AppendixShowing 400 of 618 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.

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AccountingFeesSchedule/AccountingFeesDetail/Amt018300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt09150
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09150
AppliedToPriorYearElection/ElectionDesc0SECTION 4942(H)2 ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS: THE BENNETT FOUNDATION EIN: 95-4720080 1056 AMALFI DR. PACIFIC PALISADES, CA 90272 TAX YEAR ENDED: DECEMBER 31, 2024 PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2) THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME FROM A DESIGNATED PRIOR YEAR IN THE FOLLOWING AMOUNT: TAX YEAR AMOUNT DECEMBER 31, 2022 $4,121 SIGNED: _______________________ DATE:___________________________ NAME AND TITLE: WILLIAM H. BORTHWICK, TRUSTEE
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32023-03-03
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0SCULPTURE CATALOUGING FOR THE NATIONAL TRUST
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2NEW GENERATION PROGRAMME
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3CAPITAL DONATION TO THE OLD VIC BACKSTAGE BUILDING
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4FUND THE CONSERVATION AND NEW PHOTOGRAPHY OF THE WALLACE COLLECTION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5EDUCATIONAL SCHOLARSHIP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6TO SUPPORT THE SCIENCE AND LAW PROGRAMME
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9FOUNDERS CIRCLE PATRON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10NEW GENERATION PROGRAMME
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt11SCULPTURE CATALOUGING FOR THE NATIONAL TRUST
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt12CAPITAL DONATION TO THE OLD VIC BACKSTAGE BUILDING
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt13EDUCATIONAL SCHOLARSHIP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt14FUND THE CONSERVATION AND NEW PHOTOGRAPHY OF THE WALLACE COLLECTION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt15to support the Natural History Museum to research and put on display the Nanosaurus Agilis.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0VERIFICATION CONFIRMED THAT $33,407 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1VERIFICATION CONFIRMED THAT $206,992 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2VERIFICATION CONFIRMED THAT $24,084 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3VERIFICATION CONFIRMED THAT $240,920 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4VERIFICATION CONFIRMED THAT $29,575 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5VERIFICATION CONFIRMED THAT $19,121 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6VERIFICATION CONFIRMED THAT $59,880 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7VERIFICATION CONFIRMED THAT $197,025 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8VERIFICATION CONFIRMED THAT $3,072 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt9VERIFICATION CONFIRMED THAT $5,350 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt10VERIFICATION CONFIRMED THAT $25,416 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt11VERIFICATION CONFIRMED THAT $34,947 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt12VERIFICATION CONFIRMED THAT $254,160 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt13VERIFICATION CONFIRMED THAT $17,791 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt14VERIFICATION CONFIRMED THAT $31,545 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt15VERIFICATION CONFIRMED THAT $101,664 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02024-08-24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt12024-08-26
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt22024-08-21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt32024-09-05
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt42024-08-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt52024-08-27
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt62024-08-21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt72024-09-03
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt82024-09-19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt92024-09-03
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt102024-08-21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt112024-08-28
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt122024-09-05
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt132024-08-27
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt142024-08-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt152024-09-03
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0238600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13362563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4118902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53042090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6340380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01361840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117023000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt316771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4677654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56128280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6679920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02 SHS BERKSHIRE HATHAWAY CLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125 SHS BERKSHIRE HATHAWAY CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20 SHS BERKSHIRE CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm337 SHS BERKSHIRE CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41495 SHS BERKSHIRE CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59 SHS BERKSHIRE CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61500 SHS BERKSHIRE CL B
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0569564
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt099420
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0GRANT REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt05510
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0674494
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0674494
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0704051
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01263856
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01263856
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-621671
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0705895
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt099420
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt099420
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt013014
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt013014
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0569564
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0794321
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0970
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0970
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05510
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01287015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01296165
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0803471
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0674494
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt023159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt032309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt017980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1686071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt017980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1686071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1686086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc045 SHS BERKSHIRE HATHAWAY INC CLASS B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11 SHS BERKSHIRE HATHAWAY INC CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0704051
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-621671
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt032265
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010159132
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010780803
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010126867
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01381823
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01376313
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01381823
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01387354
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt05510
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011041
IRS990PF/DistributableAmountGrp/TotalTaxAmt011041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt024995
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt024995
IRS990PF/FMVAssetsEOYAmt028913479
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03538618
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03026014
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03026014
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07242185
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07105853
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt025887465
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010780803
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010126867
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010780803
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010131867
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt028913479
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010780803
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010131867
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010780803
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010126867
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt028169634
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02804688
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt025364946
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0422545
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01387354
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027747089
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt028169634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM H BORTHWICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID B BORTHWICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MOLLY LOWELL BORTHWICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01056 AMALFI DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 55007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 55007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PACIFIC PALISADES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0902724028
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1900552007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2900552007
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01287015
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01287015
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0true
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/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false

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
$10,131,867
Liabilities
$5,000
Net assets
$10,126,867
Revenue
$674,494
Expenses
$1,296,165
Net income
-$621,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.01$10.1$0.67$1.30$0.62
2023Summary only. Only limited summary data is available for this year.$10.8$0.00$0.01$1.03$1.02
2022Summary only. Only limited summary data is available for this year.$11.6$0.00$1.47$0.56$0.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$11.9$0.07$0.20$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$2.18$0.06$2.12
2019Summary only. Only limited summary data is available for this year.$10.9$0.00$6.74$2.34$4.39
2018Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.02$0.46$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.05$0.00$7.05$0.35$0.37$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$0.00$6.99$1.37$0.65$0.73
2015Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.21$0.29$0.08
2014Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.58$0.20$0.39
2013Summary only. Only limited summary data is available for this year.$7.31$0.00$0.65$0.58$0.07
2012Summary only. Only limited summary data is available for this year.$7.78$0.00$7.17$0.18$6.99
2011Summary only. Only limited summary data is available for this year.$0.88$0.00$0.08$0.19$0.11