Nonprofit · EIN 77-6160567
CNC FOUNDATION TR
Also known as MUNGER CHARLES T ET AL TTEE
Tax-exempt · PALO ALTO, CA 94301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,613,333 | $3,476,075 | $137,258 | $1,253,815 | $0 | $1,253,815 |
| December 31, 2024 | 990-PF | $1,479,879 | $1,959,185 | -$479,306 | $1,907,540 | $0 | $1,907,540 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $139,500
- Dividends
- $49,240
- Interest
- $116
- Net gain from sales of assets
- $3,393,877
- Other income
- $30,600
Expenses
- Grants and similar amounts paid
- $3,410,873
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,272,796
- Excise tax on investment income
- $47,669
Balance sheet and other
- Total assets, start of year
- $1,907,540
- Total assets, end of year
- $1,253,815
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,253,815
- Fair market value of assets
- $6,149,170
- Qualifying distributions
- $3,272,796
- Net investment income
- $3,443,233
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES T MUNGER JR 1423 HAMILTON AVENUE, PALO ALTO, CA 94301 | CO-TRUSTEE | 0 | $0 |
| CHARLOTTE LOWELL 1423 HAMILTON AVENUE, PALO ALTO, CA 94301 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES T MUNGER JR 1423 HAMILTON AVENUE, PALO ALTO, CA 94301 | CO-TRUSTEE | 0 | $0 |
| CHARLOTTE LOWELL 1423 HAMILTON AVENUE, PALO ALTO, CA 94301 | CO-TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1423 HAMILTON AVE, PALO ALTO, CA 94301-3150
- In care of
- % CHARLES T MUNGER JR
- Signed the 990-PF
- CHARLES MUNGER JR, PRESIDENT
- Phone
- (650) 926-5326
- 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-6160567
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,253,815
- Income (IRS master file)
- $3,678,316
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,613,333 | $3,476,075 | $1,253,815 | IRS |
| 990-PF | December 2024 | $1,479,879 | $1,959,185 | $1,907,540 | XML |
| 990-PF | December 2023 | $282,985 | $433,579 | $2,594,658 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 CNC FOUNDATION TR
- What is the EIN of CNC FOUNDATION TR?
- The employer identification number (EIN) of CNC FOUNDATION TR is 77-6160567.
- Is CNC FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CNC FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CNC FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CNC FOUNDATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CNC FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CNC FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does CNC FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,613,333, expenses of $3,476,075 and total assets of $1,253,815 at year end.
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