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 2026. As of 2026, the organization holds $136.2M in total assets. In 2026, it awarded 6 grants totaling $3.8M. Net investment income was $102K.
Munger Charitable Trust Number Five at a glance
In short: Munger Charitable Trust Number Five gave $3.8M across 6 grants in 2026 (avg $633K), mostly in California. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $3,799,516
- -62.8% vs 2025
- Grants made (2026)
- 6
- +100.0% vs 2025
- Average grant
- $633,253
- -81.4% vs 2025
- Median grant
- $566,405
- Total assets
- $136,228,982
- -8.3% vs 2025
- Primary geography
- California (80% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who Munger Charitable Trust Number Five funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was Kitp House Project ($2.5M across 3 grants). Together the top 3 received $3.8M.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 7 grants of 15 (47%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 6 itemized grants.
States
Cities
How Munger Charitable Trust Number Five gives
- Giving grew 14514% from 2023 to 2026. Method
- In 2026 it paid out 54% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2026, annual grant giving ranged from $20K (2020) to $10.2M (2025). In 2026 it made 6 grants totaling $3.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kitp House Project Palo Alto, CA | (1) description: 2 shares of berkshire hathaway class a securities (2) book value: $1,221,336 (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: 02/04/2026 (6) purpose: general operating support. | $1,507,925 |
| Kitp House Project Palo Alto, CA | General Operating Support. | $1,000,000 |
| International Justice Mission Arlington, VA | (1) description: 1 share of berkshire hathaway class a securities (2) book value: $610,668 (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: 05/13/2026 (6) purpose: general operating support. | $770,517 |
| Calmatters Sacramento, CA | (1) description: 730 shares of berkshire hathaway class b securities (2) book value: $334,698 (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: 03/06/2026 (6) purpose: general operating support. | $362,292 |
| Calmatters Sacramento, CA | (1) description: 1,212 shares of alibaba securities (2) book value: $121,115 (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: 03/06/2026 (6) purpose: general operating support. | $158,305 |
| Kitp House Project Palo Alto, CA | (1) description: 1 share of berkshire hathaway class b securities (2) book value: $458 (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: 07/30/2025 (6) purpose: general operating support. | $477 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $136,228,982 | $125,660 | $3,840,806 | $3,799,516 | 6 | $3,811,516 | $101,882 | $7,044,990 |
| 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 $7.0M for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Munger Charitable Trust Number Five's 2026 filing lists 2 officers; none of the 2 officers listed in 2026 report compensation.
Officers on the 2026 filing
William H. Borthwick
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Charles T. Munger Jr.
Trustee
New on the 2026 filing
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2026. "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 $3.8M across 6 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $10.2M across 3 grants.
What is Munger Charitable Trust Number Five's typical grant size?
Munger Charitable Trust Number Five's median grant in 2026 was $566,405, and its average grant was $633,253, across 6 grants on its 2026 IRS Form 990-PF.
Where does Munger Charitable Trust Number Five give grants?
Munger Charitable Trust Number Five gives mostly in California: 80% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Virginia (20%). The most frequent recipient cities were Palo Alto, CA (3 grants) and Sacramento, CA (2 grants).
Does Munger Charitable Trust Number Five give general operating support?
Yes: 100% of Munger Charitable Trust Number Five's 2026 grants with a stated purpose (6 of 6) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Munger Charitable Trust Number Five's largest grantees?
Munger Charitable Trust Number Five's largest 2026 grantees include Kitp House Project ($2,508,402 across 3 grants), International Justice Mission ($770,517) and Calmatters ($520,597 across 2 grants), according to its 2026 IRS Form 990-PF.
How large is Munger Charitable Trust Number Five?
Munger Charitable Trust Number Five reported $136.2M in total assets on its 2026 IRS Form 990-PF. It paid out $3.8M in qualifying distributions that year, against a required minimum of $7.0M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 2, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Munger Charitable Trust Number Five funds
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