Nonprofit · EIN 27-6085573
MUNGER CHARITABLE TR NUMBER SEVEN
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 | $22,363 | $5,677,348 | -$5,654,985 | $143,641,866 | $0 | $143,641,866 |
| May 31, 2025 | 990-PF | $128,383,034 | $104,265 | $128,278,769 | $158,547,303 | $0 | $158,547,303 |
| May 31, 2024 | 990-PF | $25,082 | $26,428 | -$1,346 | $109,515 | $0 | $109,515 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $22,363
Expenses
- Grants and similar amounts paid
- $5,649,620
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $5,662,120
- Excise tax on investment income
- $148
Balance sheet and other
- Total assets, start of year
- $158,547,303
- Total assets, end of year
- $143,641,866
- Total liabilities, end of year
- $0
- Net assets, end of year
- $143,641,866
- Fair market value of assets
- $143,641,866
- Qualifying distributions
- $5,662,120
- Net investment income
- $22,363
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 09/2025) | 0 | $0 |
| BARRY A MUNGER 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
- BARRY A MUNGER, 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 27-6085573 or by the name MUNGER CHARITABLE TR NUMBER SEVEN.
- 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 | 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
- 27-6085573
- 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)
- $143,641,866
- Income (IRS master file)
- $22,363
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $22,363 | $5,677,348 | $143,641,866 | XML |
| 990-PF | May 2025 | $128,383,034 | $104,265 | $158,547,303 | XML |
| 990-PF | May 2024 | $25,082 | $26,428 | $109,515 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | 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 27-6085573).
Questions about MUNGER CHARITABLE TR NUMBER SEVEN
- What is the EIN of MUNGER CHARITABLE TR NUMBER SEVEN?
- The employer identification number (EIN) of MUNGER CHARITABLE TR NUMBER SEVEN is 27-6085573.
- Is MUNGER CHARITABLE TR NUMBER SEVEN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to MUNGER CHARITABLE TR NUMBER SEVEN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MUNGER CHARITABLE TR NUMBER SEVEN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MUNGER CHARITABLE TR NUMBER SEVEN 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 SEVEN 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 SEVEN?
- 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 SEVEN have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $22,363, expenses of $5,677,348 and total assets of $143,641,866 at year end.
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All nonprofits in PASADENA · California · Philanthropy, voluntarism and grantmaking foundations