KITE KEY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KITE KEY FOUNDATION (EIN 06-1518993)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349104349
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T17:25:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 w OLYMPIC BLVD 11TH FLR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061518993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KITE KEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BARRY A MUNGER | InCareOfNm |
| Business Name Control | KITE | BusinessNameControlTxt |
| Phone | 2136838790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 W Colorado Blvd Fifth Floor | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY MUNGER | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2136838790 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHY L KLEINEAHLBRANDT | PreparerPersonNm |
| PTIN | P00971311 | PTIN |
| Phone | 3105661900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,603,189 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $700,898 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $229 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $728,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $728,025 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $248 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $738,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $728,254 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $89 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $89 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,839 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $15,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,014 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $513,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $513,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $529,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,014 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $517,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $209,777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $724,240 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,257 | CashBOYAmt |
| Cash EOY | $10,419 | CashEOYAmt |
| Cash EOYFMV | $10,419 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $324,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $556,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $556,989 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $894,951 | CorporateStockBOYAmt |
| Corporate Stock EOY | $905,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,035,781 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,263,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,472,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,603,189 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,263,020 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,472,797 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,263,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,472,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,263,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,472,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,263,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $209,777 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,472,797 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,472,797 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1 SHS BERKSHIRE HATHAWAY INC. CLASS A | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $728,040 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15 | CostOrOtherBasisAmt |
| Gain Or Loss | $728,025 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $728,025 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $728,025 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,067 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,067 | SubtotalAmt |
| Tax Based On Investment Income | $10,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $13,440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,373 | OverpaymentAmt |
| Applied To ES Tax | $3,373 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY A MUNGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126777259 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 WASHINGTON PL 8R | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARRY A MUNGER | ||||||||
| 350 W Colorado Blvd Fifth Floor | PASADENA | CA | 91105 | CO-TRUSTEE | 0.0 | $0 | $0 | $0 |
| SARAH Q O'NEILL | ||||||||
| 350 W Colorado Blvd Fifth Floor | PASADENA | CA | 91105 | CO-TRUSTEE | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,158,470 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $496,318 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,654,788 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,654,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,629,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,067 | TotalTaxAmt |
| Distributable Before Adj | $71,431 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,431 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,431 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $517,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $517,325 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,431 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $535,518 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $463,769 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $547,236 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $455,880 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $766,206 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,768,609 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $517,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $71,431 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $445,894 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,214,503 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $535,518 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,678,985 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $463,769 | ExcessFromYear4Amt |
| Excess From Year3 | $547,236 | ExcessFromYear3Amt |
| Excess From Year2 | $455,880 | ExcessFromYear2Amt |
| Excess From Year1 | $766,206 | ExcessFromYear1Amt |
| Excess From Current Year | $445,894 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A VOICE | ||||||||
| 355 SOUTH GRAND AVENUE SUITE 1710 | LOS ANGELES | CA | 900713103 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| ATLANTIC THEATER COMPANY | ||||||||
| 336 W 20TH ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BOYS AND GIRLS CLUB OF LEECH LAKE AREA | ||||||||
| 208 CENTRAL AVENUE PO BOX 817 | CASS LAKE | MN | 56633 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 717 FIFTH AVENUE 5TH FL | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| CITY CRITTERS INC | ||||||||
| PO BOX 1345 | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | CANAL STREET STATION |
| COALITION FOR THE HOMELESS | ||||||||
| 1234 MASSACHUSETTS AVE NW SUITE C | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| COMPASSION & CHOICES | ||||||||
| 8156 S WADSWORTH BLVD SUITE E-162 | LITTLETON | CO | 80128 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC | ||||||||
| 40 RICHARDS AVE | NORWALK | CT | 06854 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| FILM FORUM INC | ||||||||
| 209 WEST HOUSTON STREET | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| FRIENDS OF THE HIGH LINE INC | ||||||||
| 820 WASHINGTON ST | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GREENWICH HOUSE INC | ||||||||
| 122 WEST 27TH STREET 6TH FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| HARVARD WESTLAKE SCHOOL | ||||||||
| 3700 COLDWATER CANYON | STUDIO CITY | CA | 91604 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| HIMANCHAL EDUCATIONAL FOUNDATION | ||||||||
| 412 W 48TH STREET SUITE 12 | KEARNEY | NE | 68845 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| PHOTOGRAPHIC ARTS COUNCIL LOS ANGELES | ||||||||
| 1920 HILLHURST AVE SUITE 238 | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| VILLAGE COMMITTEE FOR THE JEFFERSON MARKET AREA | ||||||||
| 511 SIXTH AVENUE SUITE 7313 | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| MIDDLESEX SCHOOL ANNUAL FUND | ||||||||
| 1400 LOWELL RD | CONCORD | MA | 01742 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| NEW CANAAN COUNTRY SCHOOL INC | ||||||||
| PO BOX 997 | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL OPERATING SUPPORT | $100 | |
| NEW YORK LANDMARKS CONSERVANCY | ||||||||
| 1 WHITEHALL STREET 21ST FL | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| PLANNED PARENTHOOD OF GREATER NEW YORK INC | ||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SAINT ANN'S SCHOOL FOUNDATION INC | ||||||||
| 129 PIERREPONT ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| STAYING PUT IN NEW CANAAN | ||||||||
| 58 PINE ST | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE NONZERO FOUNDATION INC | ||||||||
| 321 PROSPECT AVENUE | PRINCETON | NJ | 08540 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THE IRISH REPERTORY THEATRE COMPANY INC | ||||||||
| 132 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TRUSTEES OF THE SMITH COLLLEGE | ||||||||
| COLLEGE HALL 204 10 ELM STREET | NORTHAMPTON | MA | 01063 | NONE | PC | GENERAL OPERATING SUPPORT | $300 | |
| THEATRE WORKSHOP OF NANTUCKET INC | ||||||||
| 53 MAIN STREET 3RD FL | NANTUCKET | MA | 02554 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| WASHINGTON SQUARE PARK CONSERVANCY INC | ||||||||
| PO BOX 1624 COOPER STATION | NEW YORK | NY | 10276 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| SOCRATES SCULPTURE PARK INC | ||||||||
| 32-01 VERNON BLVD | LONG ISLAND CITY | NY | 11106 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| CHEMO COMFORT INC | ||||||||
| 81 BEDFORD STREET SUITE 1A | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| LANDMARK WEST INC | ||||||||
| 45 WEST 67TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CARNEGIE HALL CORPORATION | ||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| ALI FORNEY CENTER | ||||||||
| 224 W 35TH STREET SUITE 1500 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| NEW YORK WOMEN'S FOUNDATION INC | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE CATHEDRAL CHURCH OF ST JOHN THE DIVINE | ||||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| VERMONT STUDIO CENTER INC | ||||||||
| PO BOX 613 | JOHNSON | VT | 05656 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| ANTHOLOGY FILM ARCHIVES | ||||||||
| 32 2ND AVE | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FONKOZE USA | ||||||||
| 1900 L STREET NW SUITE 304 | WASHIGNTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ENCORE COMMUNITY SERVICES | ||||||||
| 239 W 49TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| O'GORMAN GARDEN INC | ||||||||
| 23 W 129TH ST | NEW YORK | NY | 10027 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| THE YOUNG MENS AND YOUNG WOMENS HEBREW ASSOC | ||||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| Friends of Notre Dame de Paris INC | ||||||||
| PO BOX 505 | ETNA | NH | 037500505 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 270 MADISON AVENUE 11TH FL | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| NEW YORK RESTORATION | ||||||||
| 254 West 31st Street 10th Floor | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WFUV - FORDHAM UNIVERSITY | ||||||||
| 2691 Southern Boulevard | BRONX | NY | 10458 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| ENTERTAINMENT COMMUNITY FUND | ||||||||
| 729 7TH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| VILLAGE PRESERVATION FOUNDATION INC | ||||||||
| 130 MILTON STREET | WILLIAMSVILLE | NY | 14221 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PARKINSON'S FOUNDATION INC | ||||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PENUMBRA FOUNDATION | ||||||||
| 36 EAST 30TH ST | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| REPRESENT US EDUCATION FUND | ||||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WIKIMEDIA FOUNDATION INC | ||||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| PAGE SEVENTY-THREE PRODUCTIONS INC | ||||||||
| 80 HANSON PLACE SUITE 305 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| WORLD CENTRAL KITCHEN INC | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| YOUTH SERVICE AMERICA | ||||||||
| 1050 CONNECTICUT AVE NW | WASHINGTON | DC | 200355525 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WORKING AMERICA EDUCATION FUND | ||||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE DOE FUND | ||||||||
| 345 E 102ND ST STE 305 | NEW YORK | NY | 10029 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| International Center of Photography | ||||||||
| 79 ESSEX STREET | NEW YORK | NY | 10002 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| The Board of Trustees of the Leland Stanford Junio | ||||||||
| 485 BROADWAY MAIL CODE 8838 | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HORIZONS NEW YORK CITY | ||||||||
| 2273 CHURCH AVE SUITE 260047 | BROOKLYN | NY | 11226 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||
| 777 6TH STREET NW 700 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| Sir John Soanes Museum Foundation | ||||||||
| 120 BROADWAY 20TH FLOOR | NEW YORK | NY | 10271 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $513,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,057 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,057 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BARRY A MUNGER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 WASHINGTON PL 8R | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $700,898 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1 SHARE BERKSHIRE HATHAWAY INC. CLASS A | NoncashPropertyDesc |
| Fair Market Value | $700,898 | FairMarketValueAmt |
| Received | 2025-08-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,850 | Amt |
| Net Investment Income | $3,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,925 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 559 SHS BERKSHIRE HATH. CLB | $204,491 | $280,981 |
| 1 SHS BERKSHIRE HATH. CLA | $700,898 | $754,800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $248 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $89 | Amt |
| Net Investment Income | $89 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX PAYMENTS | CategoryTxt |
| Amt | $7,839 | Amt |