Munger Charitable Trust Number Two is a highly education- and culture-oriented funder that concentrates its giving on elite independent K–12 schools, historic preservation organizations, and major arts and university institutions. Giving is dominated by a very large, in-kind stock gift to John Thomas Dye School, with additional recurring support to the Mount Vernon Ladies’ Association and a pattern of grants to prominent Southern California cultural institutions and leading universities. The foundation tends to favor established, often local or nationally prominent institutions rather than grassroots or small community groups.
A Berkshire Hathaway stock gift to John Thomas Dye School anchors the recent record for Munger Charitable Trust Number Two C/o William H Borthwick. The trust’s giving is shaped by large, in-kind transfers of publicly traded securities, alongside smaller charitable grants to schools, museums, a historic preservation group, and university-affiliated institutions. One of the clearest patterns is repeat support for Mt Vernon Ladies Association of the Union, which appears across multiple years and with multiple grant sizes, including a 2025 securities gift and earlier cash support. The trust also directs resources to established education institutions in Los Angeles and to nationally prominent organizations tied to history, higher education, and the arts. The recent grants list shows that the trust does not concentrate on a single beneficiary type. Independent K–12 schools, a university foundation, a historic site steward, a parish music guild, and major cultural institutions all appear in the record. This points to a grantmaker that favors recognized institutions and uses charitable gifts, including stock, as a regular part of its giving pattern.
In independent-school giving, the trust made a $4,694,673 securities gift to John Thomas Dye School and also gave the school $310,161 and $10,000 in 2025. Harvard Westlake School received $5,000. These grants show a sustained preference for elite K–12 education. Historic preservation is another clear line of support. Mt Vernon Ladies Association of the Union received $401,275 in securities in 2025, plus $26,000 in 2023, $24,000 in 2024, and $15,000 in 2025. That multi-year pattern makes the organization one of the most recurring recipients in the file. The trust also funds higher education and the arts. UCLA Foundation received $60,000, Board of Trustees of the Leland Stanford Junior UN received $20,000, and the Los Angeles Philharmonic Association received $5,000. Smaller gifts also reached the Honolulu Museum of Art and St Matthew's Music Guild.
The typical grant size clusters tightly around $25,000, with a p25 of $24,500, a median of $25,000, and a p75 of $25,500. That pattern sits alongside a very large outlier gift in securities. The trust’s recent record also shows repeat giving to the same organizations across multiple years, especially Mt Vernon Ladies Association of the Union. The filing does not indicate an application process, and the structure reflected in the record is that of a charitable trust making mostly charitable grants and gifts-in-kind rather than program-related investments.
$3.8M
$140.4M
$128K
$3.9M
Most grants fall between $25K and $26K, with a median of $25K.
25th Percentile
$25K
Median
$25K
75th Percentile
$26K
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Highly concentrated giving: a single very large, in-kind stock gift dominates total grants, supplemented by several mid-size recurring gifts to a few historic and cultural institutions. The foundation makes repeat grants to the same organizations and prefers large, institutional recipients over many small grants.
Notable grantees: John Thomas Dye School, Mount Vernon Ladies’ Association of the Union, Henry E. Huntington Library and Art Gallery, UCLA Foundation, Los Angeles Philharmonic Association
Giving is regional and overwhelmingly U.S.-based, with all recent grants in the United States. The top state by grant count is Virginia, driven by multiple awards to Mount Vernon, Virginia and Lexington, Virginia recipients. California also appears frequently, with grants landing in Los Angeles, Pacific Palisades, San Marino, Stanford, and Berkeley. Outside California and Virginia, the file includes recipients in Ann Arbor, Honolulu, and Lexington, showing a spread across established institutions rather than a single metro area.
The recent grants point to independent K–12 schools, a historic preservation organization, university-affiliated foundations, and major arts institutions. Named recipients include John Thomas Dye School, Mt Vernon Ladies Association of the Union, UCLA Foundation, the Regents of the University of Michigan, and the Los Angeles Philharmonic Association.
Yes. Mt Vernon Ladies Association of the Union appears in 2023, 2024, and 2025, with awards of $26,000, $24,000, $15,000, and a 2025 securities gift of $401,275. John Thomas Dye School also appears multiple times in 2025.
The grant-size distribution is tightly grouped around $25,000. The p25 is $24,500, the median is $25,000, and the p75 is $25,500, even though the record also includes a much larger securities transfer.
The top state by grant count is Virginia, followed by California activity in places such as Los Angeles, Pacific Palisades, San Marino, Stanford, and Berkeley. All recent grants in the file are to U.S. recipients.
No. The profile indicates funds individuals is false and makes program-related investments is false. The recent grants are charitable grants and securities gifts to organizations rather than direct support to individuals.
2026
Source: IRS Form 990-PF, fiscal year 2026.
Most recent grants reported to the IRS.
| Recipient | Location | Amount | Year | Purpose |
|---|---|---|---|---|
| MT VERNON LADIES ASSOCIATION OF THE UNION | MOUNT VERNON, VA | $2,964,240 | 2026 | (1) DESCRIPTION: 4 SHARES OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $2,442,672 (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: 02/25/2026 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| MT VERNON LADIES ASSOCIATION OF THE UNION | MOUNT VERNON, VA | $524,331 | 2026 | (1) DESCRIPTION: 1,035 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $448,900 (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: 12/03/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| MT VERNON LADIES ASSOCIATION OF THE UNION | MOUNT VERNON, VA | $84,793 | 2026 | (1) DESCRIPTION: 175 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $71,245 (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: 03/04/2026 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| UCLA FOUNDATION | LOS ANGELES, CA | $61,382 | 2026 | (1) DESCRIPTION: 120 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $55,019 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| MT VERNON LADIES ASSOCIATION OF THE UNION | MOUNT VERNON, VA | $51,860 | 2026 | (1) DESCRIPTION: 105 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $48,141 (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: 08/27/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| HENRY E HUNTINGTON LIBRARY AND ART GALLERY | SAN MARINO, CA | $26,088 | 2026 | (1) DESCRIPTION: 51 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $23,383 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| RECTOR WARDENS & VESTRYMEN OF ST MATTHEWS PARISH | PACIFIC PALISADES, CA | $26,088 | 2026 | (1) DESCRIPTION: 51 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $23,383 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UN | REDWOOD CITY, CA | $20,972 | 2026 | (1) DESCRIPTION: 41 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $ 18,798 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| LAS MADRINAS | LOS ANGELES, CA | $10,742 | 2026 | (1) DESCRIPTION: 21 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $9,628 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| JOHN THOMAS DYE SCHOOL | LOS ANGELES, CA | $10,742 | 2026 | (1) DESCRIPTION: 21 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $9,628 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| MARLBOROUGH SCHOOL | LOS ANGELES, CA | $10,742 | 2026 | (1) DESCRIPTION: 21 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $ 9,628 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| HARVARD WESTLAKE SCHOOL | STUDIO CITY, CA | $10,742 | 2026 | (1) DESCRIPTION: 21 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $9,628 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| HONOLULU MUSEUM OF ART | HONOLULU, HI | $10,132 | 2026 | (1) DESCRIPTION: 20 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $9,170 (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: 12/03/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| ST MATTHEW'S MUSIC GUILD | ENCINO, CA | $10,000 | 2026 | GENERAL OPERATING SUPPORT |
| MARLBOROUGH SCHOOL | LOS ANGELES, CA | $10,000 | 2026 | GENERAL OPERATING SUPPORT |
| ST MATTHEW'S MUSIC GUILD | ENCINO, CA | $5,627 | 2026 | (1) DESCRIPTION: 11 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $5,043 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| LOS ANGELES PHILHARMONIC ASSOCIATION | LOS ANGELES, CA | $5,627 | 2026 | (1) DESCRIPTION: 11 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $5,043 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | BERKELEY, CA | $1,000 | 2026 | GENERAL OPERATING SUPPORT |
| MT VERNON LADIES ASSOCIATION OF THE UNION | MOUNT VERNON, CA | $1,000 | 2026 | GENERAL OPERATING SUPPORT |
| JOHN THOMAS DYE SCHOOL | LOS ANGELES, CA | $4,694,673 | 2025 | (1) DESCRIPTION: 6 SHARES OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $3,664,008 (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: 04/16/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| MT VERNON LADIES ASSOCIATION OF THE UNION | MOUNT VERNON, VA | $401,275 | 2025 | (1) DESCRIPTION: 983 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $65,202 (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: 07/05/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| JOHN THOMAS DYE SCHOOL | LOS ANGELES, CA | $310,161 | 2025 | (1) DESCRIPTION: 600 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $58,245 (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 |
| UCLA FOUNDATION | LOS ANGELES, CA | $60,000 | 2025 | CHARITABLE |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ANN ARBOR, MI | $25,856 | 2025 | (1) DESCRIPTION: 48 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $22,030 (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: 05/02/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| HENRY E HUNTINGTON LIBRARY AND ART GALLERY | SAN MARINO, CA | $25,000 | 2025 | CHARITABLE |
| Rector Wardens & Vestrymen of St Matthews Parish | PACIFIC PALISADES, CA | $25,000 | 2025 | CHARITABLE |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UN | STANFORD, CA | $20,000 | 2025 | CHARITABLE |
| MT VERNON LADIES ASSOCIATION OF THE UNION | MOUNT VERNON, VA | $15,000 | 2025 | CHARITABLE |
| LAS MADRINAS | LOS ANGELES, CA | $10,000 | 2025 | CHARITABLE |
| HONOLULU MUSEUM OF ART | HONOLULU, HI | $10,000 | 2025 | CHARITABLE |
| JOHN THOMAS DYE SCHOOL | LOS ANGELES, CA | $10,000 | 2025 | CHARITABLE |
| HARVARD WESTLAKE SCHOOL | LOS ANGELES, CA | $5,000 | 2025 | CHARITABLE |
| LOS ANGELES PHILHARMONIC ASSOCIATION | LOS ANGELES, CA | $5,000 | 2025 | CHARITABLE |
| ST MATTHEW'S MUSIC GUILD | PACIFIC PALISADES, CA | $5,000 | 2025 | CHARITABLE |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELE | BERKELEY, CA | $1,000 | 2025 | CHARITABLE |
| SIGMA NU EDUCATIONAL FOUNDATION | LEXINGTON, VA | $250 | 2025 | CHARITABLE |
| MT VERNON LADIES ASSOCIATION OF THE UNION | MOUNT VERNON, VA | $24,000 | 2024 | GENERAL SUPPORT |
| MT VERNON LADIES ASSOCIATION | MOUNT VERNON, VA | $26,000 | 2023 | general support |
(1) DESCRIPTION: 4 SHARES OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $2,442,672 (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: 02/25/2026 (6) PURPOSE: GENERAL OPERATING SUPPORT
(1) DESCRIPTION: 1,035 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $448,900 (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: 12/03/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
(1) DESCRIPTION: 175 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $71,245 (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: 03/04/2026 (6) PURPOSE: GENERAL OPERATING SUPPORT
UCLA FOUNDATION
$61,382(1) DESCRIPTION: 120 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $55,019 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
(1) DESCRIPTION: 105 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $48,141 (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: 08/27/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
(1) DESCRIPTION: 51 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $23,383 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
RECTOR WARDENS & VESTRYMEN OF ST MATTHEWS PARISH
$26,088(1) DESCRIPTION: 51 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $23,383 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
(1) DESCRIPTION: 41 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $ 18,798 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
(1) DESCRIPTION: 21 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $9,628 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
(1) DESCRIPTION: 21 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $9,628 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
MARLBOROUGH SCHOOL
$10,742(1) DESCRIPTION: 21 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $ 9,628 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
(1) DESCRIPTION: 21 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $9,628 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
(1) DESCRIPTION: 20 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $9,170 (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: 12/03/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
ST MATTHEW'S MUSIC GUILD
$10,000GENERAL OPERATING SUPPORT
MARLBOROUGH SCHOOL
$10,000GENERAL OPERATING SUPPORT
ST MATTHEW'S MUSIC GUILD
$5,627(1) DESCRIPTION: 11 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $5,043 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
(1) DESCRIPTION: 11 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $5,043 (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: 12/01/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
MT VERNON LADIES ASSOCIATION OF THE UNION
$1,000GENERAL OPERATING SUPPORT
(1) DESCRIPTION: 6 SHARES OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $3,664,008 (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: 04/16/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
(1) DESCRIPTION: 983 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $65,202 (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: 07/05/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT
(1) DESCRIPTION: 600 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $58,245 (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
REGENTS OF THE UNIVERSITY OF MICHIGAN
$25,856(1) DESCRIPTION: 48 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $22,030 (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: 05/02/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
Rector Wardens & Vestrymen of St Matthews Parish
$25,000CHARITABLE
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UN
$20,000CHARITABLE
ST MATTHEW'S MUSIC GUILD
$5,000CHARITABLE
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELE
$1,000CHARITABLE