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Filing year 2024

MUNGER CHARITABLE TRUST NUMBER FIVE C/0 WILLIAM H BORTHWICK

Pasadena, California·EIN 27-6085528·NTEE T20 · Philanthropy, Voluntarism & Grantmaking Foundations·501(c)(3)
Total revenue
$128.4M
Total assets
$148.6M
Total expenses
$10.2M
Reported officers
1

Reported officers (all unpaid)

No paid executives reported in 2024. MUNGER CHARITABLE TRUST NUMBER FIVE C/0 WILLIAM H BORTHWICK reported 1 unpaid officer or board member on its 990-PF.

Trustee

Grants paid

Itemized grants reported on this foundation's 2024 Form 990-PF, Part XV.

Total granted

$10.2M

Itemized grants

3

Median grant

$2.1M

RecipientLocationPurposeAmount
KITP HOUSE PROJECTPALO 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.$7.9M
THE SALVATION ARMYSAN 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$2.1M
THE SALVATION ARMYSAN 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$189k
Financial trend

Revenue and expenses over time

MUNGER CHARITABLE TRUST NUMBER FIVE C/0 WILLIAM H BORTHWICK reported revenue and expenses across 2 filing years.

RevenueExpenses
$25k
$27k
2023
$128.4M
$10.2M
2024
Total revenue and total expenses from IRS Form 990 filings.

This is a private foundation. Peers are foundations of similar asset size ($50M - $150M), because foundation pay scales with assets under management, not revenue.

Sector benchmark

What Philanthropy, Voluntarism & Grantmaking executives earn in California

MUNGER CHARITABLE TRUST NUMBER FIVE C/0 WILLIAM H BORTHWICK reported no executive compensation in its latest filing. For context, the highest-paid executive at a comparable philanthropy, voluntarism & grantmaking organization in California earns a median of $60,111.

25th percentile
$18k
Median
$60,111
75th percentile
$150k
90th percentile
$291k

These are philanthropy, voluntarism & grantmaking sector-wide figures, not this organization's reported pay. Based on 1,889 organizations across 1,889 filings (2021 – 2024).

See full Philanthropy, Voluntarism & Grantmaking pay data for California
FAQ

Common questions about MUNGER CHARITABLE TRUST NUMBER FIVE C/0 WILLIAM H BORTHWICK

What are MUNGER CHARITABLE TRUST NUMBER FIVE C/0 WILLIAM H BORTHWICK's revenue and expenses?

In 2024, MUNGER CHARITABLE TRUST NUMBER FIVE C/0 WILLIAM H BORTHWICK reported $128.4M in total revenue and $10.2M in total expenses on its IRS Form 990.

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This is a private foundation. Peers are foundations of similar asset size ($50M - $150M), because foundation pay scales with assets under management, not revenue.