Skip to main content

Nonprofit · EIN 27-6085555

MUNGER CHARITABLE TR NUMBER SIX

Also known as WILLIAM H BORTHWICK TTEE

Tax-exempt · PASADENA, CA 91105

Financials

$25K$26K2023$128.4M$104K2024
Revenue Expenses · by fiscal year end
Financials of MUNGER CHARITABLE TR NUMBER SIX by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$128,383,034$104,265$128,278,769$158,547,396$0$158,547,396
May 31, 2024990-PF$25,081$26,428-$1,347$109,607$0$109,607
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$128,285,223
Dividends
$97,811

Expenses

Grants and similar amounts paid
$100,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$101,808
Excise tax on investment income
$1,332

Balance sheet and other

Total assets, start of year
$109,607
Total assets, end of year
$158,547,396
Total liabilities, end of year
$0
Net assets, end of year
$158,547,396
Fair market value of assets
$158,547,396
Qualifying distributions
$101,808
Net investment income
$97,811

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.

NameTitleHours / weekCompensation
WILLIAM H BORTHWICK
300 SOUTH GRAND AVENUE 37TH FLOOR, LOS ANGELES, CA 90071
TRUSTEE0.5$0
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
WILLIAM H BORTHWICK
300 SOUTH GRAND AVENUE 37TH FLOOR, LOS ANGELES, CA 90071
TRUSTEE0$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
WILLIAM BORTHWICK, Trustee
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 27-6085555 or by the name MUNGER CHARITABLE TR NUMBER SIX.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
27-6085555
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
Assets (IRS master file)
$158,547,396
Income (IRS master file)
$128,383,034

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$128,383,034$104,265$158,547,396XML
990-PFMay 2024$25,081$26,428$109,607XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2020–––IRS
990-PFMay 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 27-6085555).

Questions about MUNGER CHARITABLE TR NUMBER SIX

What is the EIN of MUNGER CHARITABLE TR NUMBER SIX?
The employer identification number (EIN) of MUNGER CHARITABLE TR NUMBER SIX is 27-6085555.
Is MUNGER CHARITABLE TR NUMBER SIX tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to MUNGER CHARITABLE TR NUMBER SIX tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MUNGER CHARITABLE TR NUMBER SIX file?
Form 990-PF. Private foundations file every year.
When is the next return of MUNGER CHARITABLE TR NUMBER SIX 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 SIX 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 SIX?
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 SIX have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $128,383,034, expenses of $104,265 and total assets of $158,547,396 at year end.

Other nonprofits in PASADENA

All nonprofits in PASADENA · California · Philanthropy, voluntarism and grantmaking foundations