Nonprofit · EIN 27-6085454
MUNGER CHARITABLE TR NUMBER ONE
Also known as WILLIAM H BORTHWICK TTEE
Tax-exempt · PASADENA, CA 91105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $128,383,529 | $3,527,115 | $124,856,414 | $154,871,910 | $0 | $154,871,910 |
| May 31, 2024 | 990-PF | $25,051 | $252,620 | -$227,569 | $93,724 | $0 | $93,724 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $128,285,225
- Dividends
- $98,304
Expenses
- Grants and similar amounts paid
- $3,522,850
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,524,658
- Excise tax on investment income
- $1,339
Balance sheet and other
- Total assets, start of year
- $93,724
- Total assets, end of year
- $154,871,910
- Total liabilities, end of year
- $0
- Net assets, end of year
- $154,871,910
- Fair market value of assets
- $154,871,910
- Qualifying distributions
- $3,524,658
- Net investment income
- $98,304
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM H BORTHWICK 350 W COLORADO BLVD FIFTH FL, PASADENA, CA 91105 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM H BORTHWICK 300 SOUTH GRAND AVENUE 37TH FLOOR, LOS ANGELES, CA 90071 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 350 W COLORADO BLVD FIFTH FL, PASADENA, CA 91105-1808
- In care of
- % HOLTHOUSE CARLIN & VAN TRIGT
- Signed the 990-PF
- WILLIAM BORTHWICK, Officer
- Phone
- (310) 566-1900
- Return prepared by
- HOLTHOUSE CARLIN & VAN TRIGT LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 27-6085454 or by the name MUNGER CHARITABLE TR NUMBER ONE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-6085454
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $154,871,910
- Income (IRS master file)
- $128,383,529
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $128,383,529 | $3,527,115 | $154,871,910 | XML |
| 990-PF | May 2024 | $25,051 | $252,620 | $93,724 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-6085454).
Questions about MUNGER CHARITABLE TR NUMBER ONE
- What is the EIN of MUNGER CHARITABLE TR NUMBER ONE?
- The employer identification number (EIN) of MUNGER CHARITABLE TR NUMBER ONE is 27-6085454.
- Is MUNGER CHARITABLE TR NUMBER ONE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to MUNGER CHARITABLE TR NUMBER ONE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MUNGER CHARITABLE TR NUMBER ONE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MUNGER CHARITABLE TR NUMBER ONE due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MUNGER CHARITABLE TR NUMBER ONE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of MUNGER CHARITABLE TR NUMBER ONE?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does MUNGER CHARITABLE TR NUMBER ONE have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $128,383,529, expenses of $3,527,115 and total assets of $154,871,910 at year end.
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