Munger Charitable Trust Number Five

PASADENA, CA EIN: 27-6085528

Munger Charitable Trust Number Five is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$148.6M

+135464.3% YoY

Annual Giving

$10.2M

+42456.3% YoY

Grant Count

+50.0% YoY

Avg Grant Size

$3.4M

+28270.9% YoY

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.

About Munger Charitable Trust Number Five

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $10.3M (100%)

States

California

Cities

Menlo ParkPalo AltoSan JoseStanford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$148,600,149	$109,616	$111,057
Revenue	$128,382,975	$25,087	$22,206
Expenses	$10,217,782	$26,528	$28,350
Qualifying Distributions	$10,215,325	$24,025	$26,000
Net Investment Income	$95,797	$22,784	$19,956
Distributable Amount	$6,633,716	$29,401	$24,231

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Kitp House Project ($7,901,830), The Salvation Army ($2,122,973), The Salvation Army ($188,714).

Recipient	Purpose	Amount
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
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
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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WILLIAM H BORTHWICK	TRUSTEE	0.5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Munger Charitable Trust Number Five?

Munger Charitable Trust Number Five is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PASADENA, CA. It holds $148.6M in total assets as of 2025.

How large is Munger Charitable Trust Number Five?

As of 2025, Munger Charitable Trust Number Five holds $148.6M in total assets with $128.4M in annual revenue. It awarded 3 grants totaling $10.2M in 2025.

Where does Munger Charitable Trust Number Five operate?

Munger Charitable Trust Number Five has awarded grants in California.

What size grants does Munger Charitable Trust Number Five award?

In 2025, Munger Charitable Trust Number Five awarded 3 grants totaling $10.2M — an average of about $3.4M per grant, based on its IRS Form 990 filings.

How much is Munger Charitable Trust Number Five required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Munger Charitable Trust Number Five reported a distributable amount of $6.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.