1. Interview with Susie Buffett Jr.
2. Interviews with Peter Buffett, Howie Buffett, Susie Buffett Jr.
3. Generally speaking, federal law governing foundations requires that foundations distribute or use a minimum amount of their assets regularly for their charitable purposes (approximately 5% of the fair market value of the private foundation’s investment assets).
4. Charles T. Munger, edited by Peter Kaufmann, Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger. New York: Donning Company Publishers, 2005.