Private Foundation

MUNGER CHARITABLE TRUST NUMBER FIVE C/0 WILLIAM H BORTHWICK

MUNGER CHARITABLE TRUST NUMBER FIVE C/0 WILLIAM H BORTHWICK is a Private Foundation headquartered in PASADENA, CA. Financial data from the 2025 filing: $128.4M revenue, $10.2M expenses, $148.6M total assets. IRS filings disclose 15 grants awarded by this foundation, totaling roughly $10.4M.

EIN: 276085528 PASADENA, CA Latest filing: 2025
Total Revenue$128.4M
Total Expenses$10.2M
Total Assets$148.6M
Grants Given15
Grant Total$10.4M
Filing Years2021–2025

Sample Grants Given

KITP HOUSE PROJECT
PALO ALTO, CA · 2024
(1) DESCRIPTION: 10 SHARES OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $6,106,680 (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: 03/20/2025 (6) PURPOSE: TO SUPPORT THE DESIGN AND CONSTRUCTION OF HOUSING FOR A RESEARCH INSTITUTE WITHIN UC SANTA BARBARA.
$7,901,830
THE SALVATION ARMY
SAN JOSE, CA · 2024
(1) DESCRIPTION: 3 SHARES OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $1,320,824 (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: 02/10/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
$2,122,973
THE SALVATION ARMY
SAN JOSE, CA · 2024
(1) DESCRIPTION: 400 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $169,278 (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: 02/10/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
$188,714
STANFORD UNIVERSITY
STANFORD, CA · 2023
GENERAL SUPPORT
$12,000
MENLO CHURCH
MENLO PARK, CA · 2023
GENERAL SUPPORT
$12,000

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: 10 SHARES OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $6,106,680 (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: 03/20/2025 (6) PURPOSE: TO SUPPORT THE DESIGN AND CONSTRUCTION OF HOUSING FOR A RESEARCH INSTITUTE WITHIN UC SANTA BARBARA.
$7,901,830 1 grant
(1) DESCRIPTION: 3 SHARES OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $1,320,824 (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: 02/10/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
$2,122,973 1 grant
(1) DESCRIPTION: 400 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $169,278 (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: 02/10/2025 (6) PURPOSE: GENERAL OPERATING SUPPORT
$188,714 1 grant
GENERAL SUPPORT
$139,500 12 grants

Financial Trends

Year Revenue Expenses Assets
2025 $128.4M $10.2M $148.6M
2024 $25K $27K $110K
2023 $22K $28K $111K
2022 $18K $24K $117K
2021 $15K $22K $123K

Between 2021 and 2025, reported annual revenue grew from $15K to $128.4M (+844192%), with total assets most recently reported at $148.6M.

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

Grant Geography

Grants from this foundation were reported to recipients in CA.

CA

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

See the full picture for MUNGER CHARITABLE TRUST NUMBER FIVE C/0 WILLIAM H BORTHWICK

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