Munger Charitable Trust Number Five
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
3
+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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
Explore Open Grants
Browse active grant opportunities in Munger Charitable Trust Number Five's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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