2025-08-27T18:31:05-05:00 2025-05-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 11444 w OLYMPIC BLVD 11TH FLR LOS ANGELES CA 90064 990PF 2024-06-01 276085514 MUNGER CHARITABLE TRUST NUMBER FOUR C/O WILLIAM H BORTHWICK % HOLTHOUSE CARLIN & VAN TRIGT MUNG 3105661900 350 W COLORADO BLVD FIFTH FLOOR PASADENA CA 91105 WILLIAM BORTHWICK Trustee 3105661900 2025-10-15 true true CATHY L KLEINEAHLBR P00971311 3105661900 2024 2025-03-06 01:10:19Z X X 157086145 X 128285225 97752 97752 128382977 97752 0 3566 1783 0 1783 525 25 204 204 4295 1987 0 1808 1411662 1411662 1415957 1987 0 1413470 126967020 95765 0 8356 4558468 4558468 101477 152527677 152527677 109833 157086145 157086145 0 0 X 109833 157086145 109833 157086145 109833 157086145 109833 126967020 30009292 157086145 157086145 1331 1331 1331 637 0 637 694 false false false false false false false true true CA true false true false false true HOLTHOUSE CARLIN & VAN TRIGT 3105661900 11444 W OLYMPIC BLVD 11TH FLR LOS ANGELES CA 90064 false false false false false false false false false false false false false false false false false false false false false false WILLIAM H BORTHWICK 350 W COLORADO BLVD FIFTH FLOOR PASADENA CA 91105 TRUSTEE 0.5 0 0 0 135804091 643912 0 136448003 0 136448003 2046720 134401283 6720064 6720064 1331 1331 6718733 6718733 6718733 1413470 0 0 0 0 1413470 6718733 28910 2022 2021 2020 1627226 5775225 9621087 683050 0 17706588 1413470 28910 1384560 0 5334173 5334173 12372415 0 12372415 2068278 9621087 683050 0 0 X AMERICANS FOR OXFORD INC 500 FIFTH AVE 32ND FLOOR NEW YORK NY 10110 NONE PC (1) DESCRIPTION: 15 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $995 (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: 10/09/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT 6827 AMERICANS FOR OXFORD INC 500 FIFTH AVE 32ND FLOOR NEW YORK NY 10110 NONE PC (1) DESCRIPTION: 1 SHARE OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $99,488 (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: 10/09/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT 682491 AMERICANS FOR OXFORD INC 500 FIFTH AVE 32ND FLOOR NEW YORK NY 10110 NONE PC (1) DESCRIPTION: 25 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $5,066 (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: 10/15/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT 11590 CEDARS SINAI 6500 WILSHIRE BLVD STE 1600 LOS ANGELES CA 90048 NONE PC CHARITABLE 100000 AMERICAN FRIENDS OF ST JAMES'S PICCADILLY PO BOX 610226 NEWTON HIGHLANDS MA 02461 NONE PC (1) DESCRIPTION: 1,350 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $549,599 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 12/18/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT 610754 1411662 14 97752 97752 97752 false false false false false false false false false false X X 1 THE SURVIVORS TRUST OF THE MUNGER C 350 W COLORADO BLVD FIFTH FL PASADENA CA 91105 120912264 X 2 THE ALFRED C MUNGER FOUNDATION 350 W COLORADO BLVD FIFTH FL PASADENA CA 91105 2816305 X 3 THE ALFRED C MUNGER FOUNDATION 350 W COLORADO BLVD FIFTH FL PASADENA CA 91105 4556656 X 1 198 SHARES BERKSHIRE HATHAWAY INC. CLASS A SECURITIES 120912264 2024-07-02 2 1,213 SHARES OF ALIBABA GROUP HOLDING 1,125 SHARES OF BERKSHIRE HATHAWAY INC. CLASS B SECURITIES 2,4 2816305 2024-10-28 ACCOUNTING FEES 3566 1783 1783 197 SHS BERKSHIRE HATH. CL A 149207800 149207800 1,265 SHS BERKSHIRE HATH. CL B 637509 637509 1,213 SHS ALIBABA 138088 138088 2,446 SHS COSTCO 2544280 2544280 BANK SERVICE FEE 204 204 UNREALIZED GAIN ON DONATED SECURITIES 656514 UNREALIZED GAIN ON INVESTMENTS 29352778 THE SURVIVORS TRUST OF THE MUNGER C 350 W COLORADO BLVD FIFTH FL PASADENA CA 91105 THE ALFRED C MUNGER FOUNDATION 350 W COLORADO BLVD FIFTH FL PASADENA CA 91105 FEDERAL EXCISE TAXES 500 FILING FEES 25 25