MUNGER CHARITABLE TR NUMBER THREE
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Cite this
Plain text MUNGER CHARITABLE TR NUMBER THREE. furp.org, nonprofit organization profile, tax years 2013–2025. https://furp.org/org/munger-charitable-tr-number-three-276085495. Retrieved 2026-11-03.
APA furp.org. (n.d.). MUNGER CHARITABLE TR NUMBER THREE [Nonprofit organization profile; tax years 2013–2025]. Retrieved November 3, 2026, from https://furp.org/org/munger-charitable-tr-number-three-276085495
MLA “MUNGER CHARITABLE TR NUMBER THREE.” furp.org, tax years 2013–2025, https://furp.org/org/munger-charitable-tr-number-three-276085495. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2013–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990PF · revenue $134K · expenses $14.4M · assets $88.5M
- Also known as
- C/O WILLIAM H BORTHWICK
- EIN
- 27-6085495
- Address
- 350 W COLORADO BLVD FIFTH FL, PASADENA, CA 91105-1808
- NTEE code
- T20
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- July 2009 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 2 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Wendy Munger | TRUSTEE | 2025 | 0 | $0 reported | 2 |
| William H Borthwick | TRUSTEE (UNTIL 10/06/2025) | 2013-2025 | 0 | $0 reported | 12 |
People by year
2025 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM H BORTHWICK | TRUSTEE (UNTIL 10/06/2025) | 0 | $0 | - | $0 | $0 | 12 |
| WENDY MUNGER | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
2024 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM H BORTHWICK | TRUSTEE | 0 | $0 | - | $0 | $0 | 12 |
2023 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM H BORTHWICK | TRUSTEE | 0 | $0 | - | $0 | $0 | 12 |
2022 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM H BORTHWICK | TRUSTEE | 0 | $0 | - | $0 | $0 | 12 |
2021 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM H BORTHWICK | TRUSTEE | 0 | $0 | - | $0 | $0 | 12 |
2020 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM H BORTHWICK | TRUSTEE | 0 | $0 | - | $0 | $0 | 12 |
2019 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM H BORTHWICK | TRUSTEE | 0 | $0 | - | $0 | $0 | 12 |
2018 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM H BORTHWICK | TRUSTEE | 0 | $0 | - | $0 | $0 | 12 |
2017 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM H BORTHWICK | TRUSTEE | 0 | $0 | - | $0 | $0 | 12 |
2016 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM H BORTHWICK | TRUSTEE | 0 | $0 | - | $0 | $0 | 12 |
2015 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM H BORTHWICK | TRUSTEE | 0 | $0 | - | - | $0 | 12 |
2014 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM H BORTHWICK | TRUSTEE | 0 | $0 | - | $0 | $0 | 12 |
2013 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM H BORTHWICK | TRUSTEE | 0 | $0 | - | $0 | $0 | 12 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 3 grants to organizations · $14.3M
2024 · 3 grants to organizations · $51.7M
2023 · 2 grants to organizations · $24K
2022 · 2 grants to organizations · $26K
2021 · 2 grants to organizations · $21K
2020 · 2 grants to organizations · $20K
2019 · 2 grants to organizations · $20K
2018 · 2 grants to organizations · $18K
2017 · 1 grant to organizations · $10K
2016 · 2 grants to organizations · $20K
2015 · 2 grants to organizations · $20K
2014 · 2 grants to organizations · $16K
2013 · 2 grants to organizations · $12K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 3 contributors · $128.3M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | THE SURVIVORS TRUST OF THE MUNGER C | Person | PASADENA, CA | $120,912,264 | $120,912,264 | Form 990PF Sch. B, 2024 · filing |
| 3 | THE ALFRED C MUNGER FOUNDATION | Person | PASADENA, CA | $4,556,656 | - | Form 990PF Sch. B, 2024 · filing |
| 2 | THE ALFRED C MUNGER FOUNDATION | Person | PASADENA, CA | $2,816,305 | $2,816,305 | Form 990PF Sch. B, 2024 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $133,941 | $14,387,603 | $88,506,526 | $88,506,526 | $0 | - | $0 | - | - |
| 2024 · Form 990PF | ||||||||
| $128,383,045 | $51,671,022 | $108,956,678 | $108,956,678 | $128,285,225 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $25,096 | $26,427 | $109,778 | $109,778 | $0 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $22,786 | $28,350 | $111,109 | $111,109 | $0 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $16,926 | $23,306 | $116,673 | $116,673 | $0 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $15,181 | $21,210 | $123,053 | $123,053 | $0 | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $15,948 | $22,343 | $129,082 | $129,082 | $0 | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $10,516 | $19,610 | $135,477 | $135,477 | $0 | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $9,847 | $11,086 | $144,571 | $144,571 | $0 | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $11,866 | $21,060 | $145,810 | $145,810 | $0 | - | $0 | - | - |
| 2015 · Form 990PF | ||||||||
| $9,456 | $21,560 | $155,004 | $155,004 | $0 | - | - | - | - |
| 2014 · Form 990PF | ||||||||
| $17,184 | $16,635 | $167,108 | $167,108 | $0 | - | $0 | - | - |
| 2013 · Form 990PF | ||||||||
| $10,406 | $13,010 | $174,518 | $174,518 | $0 | - | $0 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- THE ALFRED C MUNGER FOUNDATION Pasadena, CA · 2 people in common (Wendy Munger, William H Borthwick)
- MUNGER CHARITABLE TR NUMBER EIGHT Pasadena, CA · 1 person in common (William H Borthwick)
- MUNGER CHARITABLE TR NUMBER ONE Pasadena, CA · 1 person in common (William H Borthwick)
- MUNGER CHARITABLE TR NUMBER SIX Pasadena, CA · 1 person in common (William H Borthwick)
- MUNGER CHARITABLE TR NUMBER FOUR Pasadena, CA · 1 person in common (William H Borthwick)
- BENNETT FOUNDATION Pacific Plsds, CA · 1 person in common (William H Borthwick)
- MUNGER CHARITABLE TR NUMBER TWO Pasadena, CA · 1 person in common (William H Borthwick)
- MUNGER CHARITABLE TR NUMBER FIVE Pasadena, CA · 1 person in common (William H Borthwick)
- NANCY E BARRY & LETITIA P REES FOUNDATION Pacific Plsds, CA · 1 person in common (William H Borthwick)
- MUNGER CHARITABLE TR NUMBER SEVEN Pasadena, CA · 1 person in common (William H Borthwick)
- RUSSELL FOUNDATION Pasadena, CA · 1 person in common (William H Borthwick)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| MUNGER CHARITABLE TR NUMBER TWO | CA | T20 | $128,316 | $3,897,576 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| MUNGER CHARITABLE TR NUMBER FIVE | CA | T20 | $125,660 | $3,840,806 | TRUSTEE (UNTIL 10/06/2025) | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| RICHARD J WEYHRICH CHARITABLE TR | CA | T20 | $130,657 | $174,858 | TRUSTEE | $33,343 | Same NTEE code T20, revenue within 2x, same state |
| THE CHARITABLE FOUNDATION INC | CA | T20 | $126,105 | $123,885 | CEO | $0 | Same NTEE code T20, revenue within 2x, same state |
| PARTHASARATHI MAJUMDER CHARITABLE TR FOUNDATION | CA | T20 | $130,731 | $428,039 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997 | CA | T20 | $135,550 | $37,895 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| JOOGNOO CHARITABLE FOUNDATION | CA | T20 | $141,350 | $220,577 | President | $30,000 | Same NTEE code T20, revenue within 2x, same state |
| STEVEN P DOSTART CHARITABLE FOUNDATION | CA | T20 | $134,055 | $116,145 | DIRECTOR AND PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE CHAN FAMILY FOUNDATION | CA | T20 | $125,919 | $277,361 | DIRECTOR/SEC | $0 | Same NTEE code T20, revenue within 2x, same state |
| SEEDS OF CHANGE FOUNDATION | CA | T20 | $131,245 | $0 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE K RICHARD & ELIZABETH FLYNT FOUNDATION | CA | T20 | $133,877 | $443,687 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| HUA & CHAN FAMILY FOUNDATION | CA | T20 | $130,237 | $211,269 | CFO | $0 | Same NTEE code T20, revenue within 2x, same state |
| GEORGE J AND THERESA L COTSIRILOS MERCED FOUNDATION | CA | T20 | $136,739 | $143,453 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| TEDDY COLE FOUNDATION FOR HORSES INC | CA | T20 | $132,558 | $401,683 | Treas / Sec | $55,000 | Same NTEE code T20, revenue within 2x, same state |
| MICHAEL AND SASHA PARKER FAMILY FOUNDATION INC | CA | T20 | $126,197 | $253,316 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| BURBANK FIRST UNITED METHODIST CHURCH FOUNDATION | CA | T20 | $135,925 | $80,509 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| CENTER FOUNDATION INC | CA | T20 | $129,708 | $51,322 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| CREVIER FAMILY FOUNDATION | CA | T20 | $137,630 | $476,346 | Executive Dir. | $62,000 | Same NTEE code T20, revenue within 2x, same state |
| RICHARD S ZIMAN FOUNDATION | CA | T20 | $126,000 | $119,351 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| STEINLAUF-SCHRIGER FOUNDATION | CA | T20 | $126,280 | $33,665 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| ALBERT J CROSSON FAMILY FOUNDATION | CA | T20 | $132,335 | $98,375 | Pres. & Dir. | $0 | Same NTEE code T20, revenue within 2x, same state |
| BARBARA KEENE RICHARDS EDUCATION FOUNDATION | CA | T20 | $135,250 | $34,563 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| BRETT AND MICHELLE GALLOWAY FOUNDATION | CA | T20 | $129,602 | $104,292 | PRESIDENT, SECRETARY | $0 | Same NTEE code T20, revenue within 2x, same state |
| SIDNEY AND BERNICE CLYMAN FAMILY FOUNDATION | CA | T20 | $135,221 | $92,052 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| MKAT FOUNDATION | CA | T20 | $125,731 | $280,710 | CHIEF EXECUTIVE OFFICER | $0 | Same NTEE code T20, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $14,387,603 spent · pay $0 · grants $14,347,321 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $14,347,321 | 99.7% | |
| Fees: accounting | $23,000 | 0.2% | |
| Fees: other professional | $11,814 | 0.1% | |
| Taxes | $5,396 | 0.0% | |
| Other expenses | $72 | 0.0% | |
| Total | $14,387,603 | 100% |
2024 · Form 990PF · $51,671,022 spent · pay $0 · grants $51,666,757 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $51,666,757 | 100.0% | |
| Fees: accounting | $3,566 | 0.0% | |
| Taxes | $525 | 0.0% | |
| Other expenses | $174 | 0.0% | |
| Total | $51,671,022 | 100% |
2023 · Form 990PF · $26,427 spent · pay $0 · grants $24,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $24,000 | 90.8% | |
| Fees: other professional | $2,152 | 8.1% | |
| Other expenses | $150 | 0.6% | |
| Taxes | $125 | 0.5% | |
| Total | $26,427 | 100% |
2022 · Form 990PF · $28,350 spent · pay $0 · grants $26,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $26,000 | 91.7% | |
| Fees: other professional | $2,075 | 7.3% | |
| Other expenses | $175 | 0.6% | |
| Taxes | $100 | 0.4% | |
| Total | $28,350 | 100% |
2021 · Form 990PF · $23,306 spent · pay $0 · grants $21,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $21,000 | 90.1% | |
| Fees: other professional | $2,056 | 8.8% | |
| Other expenses | $150 | 0.6% | |
| Taxes | $100 | 0.4% | |
| Total | $23,306 | 100% |
2020 · Form 990PF · $21,210 spent · pay $0 · grants $20,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $20,000 | 94.3% | |
| Fees: other professional | $1,050 | 5.0% | |
| Other expenses | $150 | 0.7% | |
| Taxes | $10 | 0.0% | |
| Total | $21,210 | 100% |
2019 · Form 990PF · $22,343 spent · pay $0 · grants $20,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $20,000 | 89.5% | |
| Fees: other professional | $1,125 | 5.0% | |
| Taxes | $1,068 | 4.8% | |
| Other expenses | $150 | 0.7% | |
| Total | $22,343 | 100% |
2018 · Form 990PF · $19,610 spent · pay $0 · grants $18,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $18,500 | 94.3% | |
| Fees: other professional | $950 | 4.8% | |
| Other expenses | $150 | 0.8% | |
| Taxes | $10 | 0.1% | |
| Total | $19,610 | 100% |
2017 · Form 990PF · $11,086 spent · pay $0 · grants $10,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $10,000 | 90.2% | |
| Fees: other professional | $926 | 8.4% | |
| Other expenses | $150 | 1.4% | |
| Taxes | $10 | 0.1% | |
| Total | $11,086 | 100% |
2016 · Form 990PF · $21,060 spent · pay $0 · grants $20,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $20,000 | 95.0% | |
| Fees: other professional | $900 | 4.3% | |
| Other expenses | $150 | 0.7% | |
| Taxes | $10 | 0.0% | |
| Total | $21,060 | 100% |
2015 · Form 990PF · $21,560 spent · pay $0 · grants $20,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $20,000 | 92.8% | |
| Fees: other professional | $900 | 4.2% | |
| Taxes | $510 | 2.4% | |
| Other expenses | $150 | 0.7% | |
| Total | $21,560 | 100% |
2014 · Form 990PF · $16,635 spent · pay $0 · grants $15,600 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $15,600 | 93.8% | |
| Fees: other professional | $875 | 5.3% | |
| Other expenses | $150 | 0.9% | |
| Taxes | $10 | 0.1% | |
| Total | $16,635 | 100% |
2013 · Form 990PF · $13,010 spent · pay $0 · grants $12,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $12,000 | 92.2% | |
| Fees: other professional | $850 | 6.5% | |
| Other expenses | $150 | 1.2% | |
| Taxes | $10 | 0.1% | |
| Total | $13,010 | 100% |
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