Munger Charitable Trust Number Five
Munger Charitable Trust Number Five is a private foundation, based in Pasadena, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $148.6M in total assets. In 2025, it awarded 3 grants totaling $10.2M. Net investment income was $96K.
Munger Charitable Trust Number Five at a glance
In short: Munger Charitable Trust Number Five gave $10.2M across 3 grants in 2025 (avg $3.4M), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,213,517
- +42456.3% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $3,404,506
- +28270.9% vs 2024
- Median grant
- $2,122,973
- Total assets
- $148,600,149
- +135464.3% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Munger Charitable Trust Number Five funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Kitp House Project ($7.9M). Together the top 2 received $10.2M.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 8 grants of 11 (73%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Munger Charitable Trust Number Five gives
- Giving grew 48536% from 2022 to 2025. Method
- In 2025 it paid out 154% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $20K (2020) to $10.2M (2025). In 2025 it made 3 grants totaling $10.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kitp House Project Palo Alto, CA | (1) description: 10 shares of berkshire hathaway class a securities (2) book value: $6,106,680 (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: 03/20/2025 (6) purpose: to support the design and construction of housing for a research institute within uc santa barbara. | $7,901,830 |
| The Salvation Army San Jose, CA | (1) description: 3 shares of berkshire hathaway class a securities (2) book value: $1,320,824 (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: 02/10/2025 (6) purpose: general operating support | $2,122,973 |
| The Salvation Army San Jose, CA | (1) description: 400 shares of berkshire hathaway class b securities (2) book value: $169,278 (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: 02/10/2025 (6) purpose: general operating support | $188,714 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $148,600,149 | $128,382,975 | $10,217,782 | $10,213,517 | 3 | $10,215,325 | $95,797 | $6,633,716 |
| 2024 | $109,616 | $25,087 | $26,528 | $24,000 | 2 | $24,025 | $22,784 | $29,401 |
| 2023 | $111,057 | $22,206 | $28,350 | $26,000 | 2 | $26,000 | $19,956 | $24,231 |
| 2022 | $117,201 | $18,009 | $23,741 | $21,000 | 2 | $21,000 | $14,803 | $26,042 |
| 2021 | $122,934 | $15,206 | $21,530 | $20,000 | 2 | — | $14,006 | $20,788 |
| 2020 | $129,258 | $15,969 | $22,346 | $20,000 | 2 | — | $15,818 | $20,041 |
Under IRS private-foundation payout rules, Munger Charitable Trust Number Five reported a distributable amount of $6.6M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Munger Charitable Trust Number Five is led by William H. Borthwick, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
William H. Borthwick
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Munger Charitable Trust Number Five
How much does Munger Charitable Trust Number Five give each year?
Munger Charitable Trust Number Five gave $10.2M across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 2 grants.
What is Munger Charitable Trust Number Five's typical grant size?
Munger Charitable Trust Number Five's median grant in 2025 was $2,122,973, and its average grant was $3,404,506, across 3 grants on its 2025 IRS Form 990-PF.
Where does Munger Charitable Trust Number Five give grants?
Munger Charitable Trust Number Five gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Jose, CA (2 grants).
Does Munger Charitable Trust Number Five give general operating support?
Yes: 67% of Munger Charitable Trust Number Five's 2025 grants with a stated purpose (2 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Munger Charitable Trust Number Five?
Munger Charitable Trust Number Five reported $148.6M in total assets on its 2025 IRS Form 990-PF. It paid out $10.2M in qualifying distributions that year, against a required minimum of $6.6M (roughly 5% of its investment assets).
What is Munger Charitable Trust Number Five's EIN?
Munger Charitable Trust Number Five's EIN (Employer Identification Number) is 27-6085528. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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