Before you apply to Munger Charitable Trust Number Five
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Private Foundation
MUNGER CHARITABLE TRUST NUMBER FIVE
MUNGER CHARITABLE TRUST NUMBER FIVE is a Private Foundation headquartered in PASADENA, CA. Financial data from the 2026 filing: $126K revenue, $3.8M expenses, $136.2M total assets. IRS filings disclose 21 grants awarded by this foundation, totaling roughly $14.2M.
EIN: 276085528
PASADENA, CA
Private Grantmaking Foundations
NTEE: T20
Latest filing: 2026
Total Revenue$126K
Total Expenses$3.8M
Total Assets$136.2M
Grants Given21
Grant Total$14.2M
Filing Years2022–2026
Sample Grants Given
KITP HOUSE PROJECT
(1) DESCRIPTION: 2 SHARES OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $1,221,336 (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: 02/04/2026 (6) PURPOSE: GENERAL OPERATING SUPPORT.
$1,507,925
KITP HOUSE PROJECT
GENERAL OPERATING SUPPORT.
$1,000,000
INTERNATIONAL JUSTICE MISSION
(1) DESCRIPTION: 1 SHARE OF BERKSHIRE HATHAWAY CLASS A SECURITIES (2) BOOK VALUE: $610,668 (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: 05/13/2026 (6) PURPOSE: GENERAL OPERATING SUPPORT.
$770,517
CALMATTERS
(1) DESCRIPTION: 730 SHARES OF BERKSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $334,698 (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: 03/06/2026 (6) PURPOSE: GENERAL OPERATING SUPPORT.
$362,292
CALMATTERS
(1) DESCRIPTION: 1,212 SHARES OF ALIBABA SECURITIES (2) BOOK VALUE: $121,115 (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: 03/06/2026 (6) PURPOSE: GENERAL OPERATING SUPPORT.
$158,305
Showing up to 5 of 21 total records — full history available with membership.
Officers & Directors
TRUSTEE
Charles T Munger Jr
TRUSTEE (UNTIL 10/06/2025)
William H Borthwick
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2026 | $126K | $3.8M | $136.2M |
| 2025 | $128.4M | $10.2M | $148.6M |
| 2024 | $25K | $27K | $110K |
| 2023 | $22K | $28K | $111K |
| 2022 | $18K | $24K | $117K |
Between 2022 and 2026, reported annual revenue grew from $18K to $126K (+598%), with total assets most recently reported at $136.2M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in CA, VA.
CAVA
Full geographic grant map with state-by-state breakdown available with membership.