Munger Charitable Trust Number Four

PASADENA, CA EIN: 27-6085514

Munger Charitable Trust Number Four 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 $157.1M in total assets. In 2025, it awarded 5 grants totaling $1.4M. Net investment income was $96K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$157.1M

+142922.7% YoY

Annual Giving

$1.4M

+5781.9% YoY

Grant Count

+150.0% YoY

Avg Grant Size

$282K

+2252.8% YoY

Under IRS private-foundation payout rules, Munger Charitable Trust Number Four reported a distributable amount of $6.7M for 2025 — the minimum it must pay out in qualifying distributions.

About Munger Charitable Trust Number Four

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $737K (49%)

Massachusetts $611K (41%)

California $151K (10%)

Hawaii $4K (0%)

States

California Hawaii Massachusetts New York

Cities

HonoluluLos AngelesNew YorkNewton HighlandsSanta Barbara

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$157,086,145	$109,833	$111,172
Revenue	$128,382,977	$25,089	$23,762
Expenses	$1,415,957	$26,428	$28,350
Qualifying Distributions	$1,413,470	$24,025	$26,000
Net Investment Income	$95,765	$22,786	$21,512
Distributable Amount	$6,718,733	$29,431	$24,139

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Americans for Oxford Inc ($682,491), American Friends of St James's Piccadilly ($610,754), Cedars Sinai ($100,000).

Recipient	Purpose	Amount
AMERICANS FOR OXFORD INC NEW YORK, NY	(1) DESCRIPTION: 15 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $995 (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: 10/09/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT	$6,827
AMERICANS FOR OXFORD INC NEW YORK, NY	(1) DESCRIPTION: 1 SHARE OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $99,488 (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: 10/09/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT	$682,491
AMERICANS FOR OXFORD INC NEW YORK, NY	(1) DESCRIPTION: 25 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $5,066 (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: 10/15/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT	$11,590
CEDARS SINAI LOS ANGELES, CA	CHARITABLE	$100,000
AMERICAN FRIENDS OF ST JAMES'S PICCADILLY NEWTON HIGHLANDS, MA	(1) DESCRIPTION: 1,350 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $549,599 (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: 12/18/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT	$610,754

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 Four?

Munger Charitable Trust Number Four is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PASADENA, CA. It holds $157.1M in total assets as of 2025.

How large is Munger Charitable Trust Number Four?

As of 2025, Munger Charitable Trust Number Four holds $157.1M in total assets with $128.4M in annual revenue. It awarded 5 grants totaling $1.4M in 2025.

Where does Munger Charitable Trust Number Four operate?

Munger Charitable Trust Number Four has awarded grants in California, Hawaii, Massachusetts, New York.

What size grants does Munger Charitable Trust Number Four award?

In 2025, Munger Charitable Trust Number Four awarded 5 grants totaling $1.4M — an average of about $282K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2025, Munger Charitable Trust Number Four reported a distributable amount of $6.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Munger Charitable Trust Number Four's EIN?

Munger Charitable Trust Number Four's EIN (Employer Identification Number) is 27-6085514. IRS Form 990 filing data is available on this page for 2020–2025.