Nonprofit · EIN 27-6085528
MUNGER CHARITABLE TR NUMBER FIVE
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, 2026 | 990-PF | $125,660 | $3,840,806 | -$3,715,146 | $136,228,982 | $0 | $136,228,982 |
| May 31, 2025 | 990-PF | $128,382,975 | $10,217,782 | $118,165,193 | $148,600,149 | $0 | $148,600,149 |
| May 31, 2024 | 990-PF | $25,087 | $26,528 | -$1,441 | $109,616 | $0 | $109,616 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $125,660
Expenses
- Grants and similar amounts paid
- $3,799,516
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,811,516
- Excise tax on investment income
- $1,416
Balance sheet and other
- Total assets, start of year
- $148,600,149
- Total assets, end of year
- $136,228,982
- Total liabilities, end of year
- $0
- Net assets, end of year
- $136,228,982
- Fair market value of assets
- $136,228,982
- Qualifying distributions
- $3,811,516
- Net investment income
- $125,660
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM H BORTHWICK 350 W COLORADO BLVD FIFTH FLOOR, PASADENA, CA 91105 | TRUSTEE (UNTIL 10/06/2025) | 0.5 | $0 |
| CHARLES T MUNGER JR 350 W COLORADO BLVD FIFTH FLOOR, PASADENA, CA 91105 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended May 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM H BORTHWICK 350 W COLORADO BLVD FIFTH FLOOR, 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 FLOOR, PASADENA, CA 91105-1808
- In care of
- % HOLTHOUSE CARLIN & VAN TRIGT
- Signed the 990-PF
- CHARLES T MUNGER JR, Trustee
- Phone
- (310) 566-1900
- Return prepared by
- HOLTHOUSE CARLIN & VAN TRIGT LLP
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 | 990-PF 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
- 27-6085528
- 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)
- $136,228,982
- Income (IRS master file)
- $125,660
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | – | – | – | IRS |
| 990-PF | May 2025 | – | – | – | IRS |
| 990-PF | May 2024 | $25,087 | $26,528 | $109,616 | IRS |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about MUNGER CHARITABLE TR NUMBER FIVE
- What is the EIN of MUNGER CHARITABLE TR NUMBER FIVE?
- The employer identification number (EIN) of MUNGER CHARITABLE TR NUMBER FIVE is 27-6085528.
- Is MUNGER CHARITABLE TR NUMBER FIVE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to MUNGER CHARITABLE TR NUMBER FIVE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MUNGER CHARITABLE TR NUMBER FIVE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MUNGER CHARITABLE TR NUMBER FIVE due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MUNGER CHARITABLE TR NUMBER FIVE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of MUNGER CHARITABLE TR NUMBER FIVE?
- The 990-PF for the year ended May 31, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does MUNGER CHARITABLE TR NUMBER FIVE have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $125,660, expenses of $3,840,806 and total assets of $136,228,982 at year end.
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