Munger Charitable Trust Number Seven

Private foundation · Grantmaker Pasadena, CA EIN: 27-6085573

Munger Charitable Trust Number Seven is a private foundation, based in Pasadena, CA. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $143.6M in total assets. In 2026, it awarded 2 grants totaling $5.6M. Net investment income was $11K.

Munger Charitable Trust Number Seven at a glance

In short: Munger Charitable Trust Number Seven gave $5.6M across 2 grants in 2026 (avg $2.8M), mostly in New York. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$5,649,620
+5549.6% vs 2025
Grants made (2026)
2
+0.0% vs 2025
Average grant
$2,824,810
+5549.6% vs 2025
Median grant
$2,824,810
Total assets
$143,641,866
-9.4% vs 2025
Primary geography
New York (100% 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 Seven funds

How this funder distributes its grants

Top Recipients

Top recipient in 2026

The City and Country School Inc: $5.6M across 2 grantsThe City and Country SchoolInc$5.6M · 2 grants

The largest 2026 recipient was The City and Country School Inc ($5.6M across 2 grants).

Grant Size Distribution

7 grants across all recorded years

3<$50K2$50–100K$100–250K1$250–500K$500K–1M$1–5M1$5M+

The most common grant size was under $50K: 3 grants of 7 (43%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2026 grant dollars across all 2 itemized grants.

Cities

New YorkWashington

How Munger Charitable Trust Number Seven gives

  • Giving grew 21629% from 2023 to 2026. Method
  • In 2026 it paid out 76% 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

$0$2M$4M$6M1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 2 grants2025 2 grants2026

From 2020 to 2026, annual grant giving ranged from $20K (2020) to $5.6M (2026). In 2026 it made 2 grants totaling $5.6M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
The City and Country School Inc New York, NY(1) description: 7 shares of berkshire hathaway inc. Class a securities (2) book value: $3,763,496 (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: 12/11/2025 (6) purpose: to support the school's growth and expansion initiatives.$5,186,804
The City and Country School Inc New York, NY(1) description: 935 shares of berkshire hathaway inc. Class b securities (2) book value: $414,962 (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: 12/11/2025 (6) purpose: to support the school's growth and expansion initiatives.$462,816
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$143,641,866$22,363$5,677,348$5,649,6202$5,662,120$10,665$7,441,000
2025$158,547,303$128,383,034$104,265$100,0002$101,808$95,854$6,762,473
2024$109,515$25,082$26,428$24,0001$24,025$22,779$29,577
2023$110,861$22,665$28,350$26,0001$26,000$20,216$24,200
2022$116,546$17,144$23,699$21,0001$21,000$14,736$25,936
2021$123,101$15,224$21,357$20,0001—$14,024$20,789
2020$129,234$15,964$22,347$20,0001—$14,689$20,051

Under IRS private-foundation payout rules, Munger Charitable Trust Number Seven reported a distributable amount of $7.4M for 2026 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Munger Charitable Trust Number Seven'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

    No compensation reported

  • Barry A. Munger

    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 Seven

How much does Munger Charitable Trust Number Seven give each year?

Munger Charitable Trust Number Seven gave $5.6M across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $100K across 2 grants.

How large is Munger Charitable Trust Number Seven?

Munger Charitable Trust Number Seven reported $143.6M in total assets on its 2026 IRS Form 990-PF. It paid out $5.7M in qualifying distributions that year, against a required minimum of $7.4M (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.

Where does Munger Charitable Trust Number Seven operate?

Munger Charitable Trust Number Seven has awarded grants in District of Columbia, New York.

What is Munger Charitable Trust Number Seven's EIN?

Munger Charitable Trust Number Seven's EIN (Employer Identification Number) is 27-6085573. 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

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS September 9, 2026)
  2. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Munger Charitable Trust Number Seven's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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