Private Foundation

MUNGER CHARITABLE TRUST NUMBER FOUR C/O WILLIAM H BORTHWICK

MUNGER CHARITABLE TRUST NUMBER FOUR C/O WILLIAM H BORTHWICK is a Private Foundation headquartered in PASADENA, CA. Financial data from the 2025 filing: $128.4M revenue, $1.4M expenses, $157.1M total assets. IRS filings disclose 15 grants awarded by this foundation, totaling roughly $1.6M.

EIN: 276085514 PASADENA, CA Latest filing: 2025
Total Revenue$128.4M
Total Expenses$1.4M
Total Assets$157.1M
Grants Given15
Grant Total$1.6M
Filing Years2021–2025

Sample Grants Given

AMERICANS FOR OXFORD INC
NEW YORK, NY · 2024
(1) DESCRIPTION: 1 SHARE OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $99,488 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 10/09/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT
$682,491
AMERICAN FRIENDS OF ST JAMES'S PICCADILLY
NEWTON HIGHLANDS, MA · 2024
(1) DESCRIPTION: 1,350 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $549,599 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 12/18/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT
$610,754
CEDARS SINAI
LOS ANGELES, CA · 2024
CHARITABLE
$100,000
AMERICANS FOR OXFORD INC
NEW YORK, NY · 2024
(1) DESCRIPTION: 25 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $5,066 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 10/15/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT
$11,590
AMERICANS FOR OXFORD INC
NEW YORK, NY · 2024
(1) DESCRIPTION: 15 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $995 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 10/09/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT
$6,827

Showing up to 5 of 15 total records — full history available with membership.

Officers & Directors

TRUSTEE William H Borthwick

Officer compensation and complete director data available with membership.

Top Grant Purposes

(1) DESCRIPTION: 1 SHARE OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $99,488 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 10/09/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT
$682,491 1 grant
(1) DESCRIPTION: 1,350 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $549,599 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 12/18/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT
$610,754 1 grant
GENERAL SUPPORT
$139,500 10 grants
CHARITABLE
$100,000 1 grant
(1) DESCRIPTION: 25 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $5,066 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 10/15/2024 (6) PURPOSE: GENERAL OPERATING SUPPORT
$11,590 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $128.4M $1.4M $157.1M
2024 $25K $26K $110K
2023 $24K $28K $111K
2022 $17K $23K $116K
2021 $15K $21K $122K

Between 2021 and 2025, reported annual revenue grew from $15K to $128.4M (+844469%), with total assets most recently reported at $157.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, HI, MA, NY.

CAHIMANY

Full geographic grant map with state-by-state breakdown available with membership.

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