Munger Charitable Trust Number Two

PASADENA, CA EIN: 27-6085478

Munger Charitable Trust Number Two 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 $153.1M in total assets. In 2025, it awarded 17 grants totaling $5.6M. Net investment income was $84K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$153.1M

+139695.7% YoY

Annual Giving

$5.6M

+23330.1% YoY

Grant Count

17

+1600.0% YoY

Avg Grant Size

$331K

+1278.2% YoY

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

About Munger Charitable Trust Number Two

Based on IRS filings

Munger Charitable Trust Number Two 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 $153.1M in total assets. In 2025, it awarded 17 grants totaling $5.6M. Net investment income was $84K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

Ann ArborBerkeleyHonoluluLexingtonLos AngelesMount VernonPacific PalisadesSan MarinoStanford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$35M$71M$106M$141M202020212022202320242025
Metric202520242023
Total Assets$153,090,265$109,510$110,959
Revenue$128,412,835$25,079$22,216
Expenses$5,655,846$26,528$28,350
Qualifying Distributions$5,641,953$24,025$26,000
Net Investment Income$83,792$22,776$19,966
Distributable Amount$6,696,816$29,495$24,225

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$3M$4M$6M1 grants20201 grants20211 grants20221 grants20231 grants202417 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

JOHN THOMAS DYE SCHOOL$4.7MMT VERNON LADIES ASSOCIA…$401KJOHN THOMAS DYE SCHOOL$310KUCLA FOUNDATION$60KREGENTS OF THE UNIVERSIT…$26KRector Wardens & Vestrym…$25KHENRY E HUNTINGTON LIBRA…$25KBOARD OF TRUSTEES OF THE…$20KMT VERNON LADIES ASSOCIA…$15KLAS MADRINAS$10K

Grant Size Distribution

21 grants across all recorded years

17<$50K1$50–100K$100–250K2$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include John Thomas Dye School ($4,694,673), Mt Vernon Ladies Association of the Union ($401,275), John Thomas Dye School ($310,161).

RecipientPurposeAmount
MT VERNON LADIES ASSOCIATION OF THE UNION MOUNT VERNON, VA(1) DESCRIPTION: 983 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $65,202 (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: 07/05/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT$401,275
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELE BERKELEY, CACHARITABLE$1,000
HARVARD WESTLAKE SCHOOL LOS ANGELES, CACHARITABLE$5,000
ST MATTHEW'S MUSIC GUILD PACIFIC PALISADES, CACHARITABLE$5,000
Rector Wardens & Vestrymen of St Matthews Parish PACIFIC PALISADES, CACHARITABLE$25,000
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UN STANFORD, CACHARITABLE$20,000
LAS MADRINAS LOS ANGELES, CACHARITABLE$10,000
HENRY E HUNTINGTON LIBRARY AND ART GALLERY SAN MARINO, CACHARITABLE$25,000
LOS ANGELES PHILHARMONIC ASSOCIATION LOS ANGELES, CACHARITABLE$5,000
JOHN THOMAS DYE SCHOOL LOS ANGELES, CACHARITABLE$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
WILLIAM H BORTHWICKTRUSTEE0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Munger Charitable Trust Number Two?

Munger Charitable Trust Number Two is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PASADENA, CA. It holds $153.1M in total assets as of 2025.

How large is Munger Charitable Trust Number Two?

As of 2025, Munger Charitable Trust Number Two holds $153.1M in total assets with $128.4M in annual revenue. It awarded 17 grants totaling $5.6M in 2025.

Where does Munger Charitable Trust Number Two operate?

Munger Charitable Trust Number Two has awarded grants in California, Hawaii, Michigan, Virginia.

What size grants does Munger Charitable Trust Number Two award?

In 2025, Munger Charitable Trust Number Two awarded 17 grants totaling $5.6M — an average of about $331K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2025, Munger Charitable Trust Number Two 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 Two's EIN?

Munger Charitable Trust Number Two's EIN (Employer Identification Number) is 27-6085478. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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