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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Wendy Munger TRUSTEE2025 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
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM H BORTHWICK TRUSTEE (UNTIL 10/06/2025)0 $0-$0 $012
WENDY MUNGER TRUSTEE0 $0-$0 $02
2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM H BORTHWICK TRUSTEE0 $0-$0 $012
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM H BORTHWICK TRUSTEE0 $0-$0 $012
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM H BORTHWICK TRUSTEE0 $0-$0 $012
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM H BORTHWICK TRUSTEE0 $0-$0 $012
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM H BORTHWICK TRUSTEE0 $0-$0 $012
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM H BORTHWICK TRUSTEE0 $0-$0 $012
2018 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM H BORTHWICK TRUSTEE0 $0-$0 $012
2017 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM H BORTHWICK TRUSTEE0 $0-$0 $012
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM H BORTHWICK TRUSTEE0 $0-$0 $012
2015 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM H BORTHWICK TRUSTEE0 $0-- $012
2014 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM H BORTHWICK TRUSTEE0 $0-$0 $012
2013 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM H BORTHWICK TRUSTEE0 $0-$0 $012

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
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2026-05-31 · view filing · original 990 ↗
$133,941$14,387,603 $88,506,526$88,506,526 $0- $0--
2024 · Form 990PF period ending 2025-05-31 · view filing · original 990 ↗
$128,383,045$51,671,022 $108,956,678$108,956,678 $128,285,225- $0--
2023 · Form 990PF period ending 2024-05-31 · view filing · original 990 ↗
$25,096$26,427 $109,778$109,778 $0- $0--
2022 · Form 990PF period ending 2023-05-31 · view filing · original 990 ↗
$22,786$28,350 $111,109$111,109 $0- $0--
2021 · Form 990PF period ending 2022-05-31 · view filing · original 990 ↗
$16,926$23,306 $116,673$116,673 $0- $0--
2020 · Form 990PF period ending 2021-05-31 · view filing · original 990 ↗
$15,181$21,210 $123,053$123,053 $0- $0--
2019 · Form 990PF period ending 2020-05-31 · view filing · original 990 ↗
$15,948$22,343 $129,082$129,082 $0- $0--
2018 · Form 990PF period ending 2019-05-31 · view filing · original 990 ↗
$10,516$19,610 $135,477$135,477 $0- $0--
2017 · Form 990PF period ending 2018-05-31 · view filing · original 990 ↗
$9,847$11,086 $144,571$144,571 $0- $0--
2016 · Form 990PF period ending 2017-05-31 · view filing · original 990 ↗
$11,866$21,060 $145,810$145,810 $0- $0--
2015 · Form 990PF period ending 2016-05-31 · view filing · original 990 ↗
$9,456$21,560 $155,004$155,004 $0- ---
2014 · Form 990PF period ending 2015-05-31 · view filing · original 990 ↗
$17,184$16,635 $167,108$167,108 $0- $0--
2013 · Form 990PF period ending 2014-05-31 · view filing · original 990 ↗
$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.

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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MUNGER CHARITABLE TR NUMBER TWOCAT20 $128,316$3,897,576 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
MUNGER CHARITABLE TR NUMBER FIVECAT20 $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 TRCAT20 $130,657$174,858 TRUSTEE$33,343 Same NTEE code T20, revenue within 2x, same state
THE CHARITABLE FOUNDATION INCCAT20 $126,105$123,885 CEO$0 Same NTEE code T20, revenue within 2x, same state
PARTHASARATHI MAJUMDER CHARITABLE TR FOUNDATIONCAT20 $130,731$428,039 Trustee$0 Same NTEE code T20, revenue within 2x, same state
ENBERG FAM CHARITABLE FOUNDATION IRRV TR 051997CAT20 $135,550$37,895 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
JOOGNOO CHARITABLE FOUNDATIONCAT20 $141,350$220,577 President$30,000 Same NTEE code T20, revenue within 2x, same state
STEVEN P DOSTART CHARITABLE FOUNDATIONCAT20 $134,055$116,145 DIRECTOR AND PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
THE CHAN FAMILY FOUNDATIONCAT20 $125,919$277,361 DIRECTOR/SEC$0 Same NTEE code T20, revenue within 2x, same state
SEEDS OF CHANGE FOUNDATIONCAT20 $131,245$0 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
THE K RICHARD & ELIZABETH FLYNT FOUNDATIONCAT20 $133,877$443,687 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
HUA & CHAN FAMILY FOUNDATIONCAT20 $130,237$211,269 CFO$0 Same NTEE code T20, revenue within 2x, same state
GEORGE J AND THERESA L COTSIRILOS MERCED FOUNDATIONCAT20 $136,739$143,453 President$0 Same NTEE code T20, revenue within 2x, same state
TEDDY COLE FOUNDATION FOR HORSES INCCAT20 $132,558$401,683 Treas / Sec$55,000 Same NTEE code T20, revenue within 2x, same state
MICHAEL AND SASHA PARKER FAMILY FOUNDATION INCCAT20 $126,197$253,316 Director$0 Same NTEE code T20, revenue within 2x, same state
BURBANK FIRST UNITED METHODIST CHURCH FOUNDATIONCAT20 $135,925$80,509 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CENTER FOUNDATION INCCAT20 $129,708$51,322 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CREVIER FAMILY FOUNDATIONCAT20 $137,630$476,346 Executive Dir.$62,000 Same NTEE code T20, revenue within 2x, same state
RICHARD S ZIMAN FOUNDATIONCAT20 $126,000$119,351 President$0 Same NTEE code T20, revenue within 2x, same state
STEINLAUF-SCHRIGER FOUNDATIONCAT20 $126,280$33,665 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
ALBERT J CROSSON FAMILY FOUNDATIONCAT20 $132,335$98,375 Pres. & Dir.$0 Same NTEE code T20, revenue within 2x, same state
BARBARA KEENE RICHARDS EDUCATION FOUNDATIONCAT20 $135,250$34,563 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
BRETT AND MICHELLE GALLOWAY FOUNDATIONCAT20 $129,602$104,292 PRESIDENT, SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
SIDNEY AND BERNICE CLYMAN FAMILY FOUNDATIONCAT20 $135,221$92,052 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MKAT FOUNDATIONCAT20 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
GLOBALGIVING FOUNDATION INC DAF sponsor$404,84311 12014–2024 KASUMISOU FOUNDATION
ALLEN & ANITA KOHL CHARITABLE FOUNDATION INC Private foundation$230,0004 12017–2024 ASHLEY AND ANDREW LEBOWITZ FAMILY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$120,4857 22016–2024 CLAY COUNTY FAIR CHARITABLE TRUST; KNOCK FOUNDATION INC
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$60,0002 12011–2013 KASUMISOU FOUNDATION
UNITED CHARITY FOUNDATION Private foundation$50,0002 12022–2024 HONG W MOY FOUNDATION
COMMUNITY FDN OF GREATER DES MOINES DAF sponsor$35,0002 12017–2021 CLAY COUNTY FAIR CHARITABLE TRUST
THE BLACKBAUD GIVING FUND DAF sponsor$31,7502 12022–2025 CLAY COUNTY FAIR CHARITABLE TRUST
FORGOOD INC DAF sponsor$18,7782 12013–2019 KNOCK FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$17,5001 12020–2020 CLAY COUNTY FAIR CHARITABLE TRUST
MIGHTYCAUSE CHARITABLE FOUNDATION DAF sponsor$15,2552 12011–2013 KNOCK FOUNDATION INC
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$15,0006 12012–2017 KNOCK FOUNDATION INC
DEMCO CHARITABLE FOUNDATION Private foundation$12,5001 12020–2020 CLAY COUNTY FAIR CHARITABLE TRUST
E & S VAN HOUTEN MEMORIAL FUND Private foundation$10,0001 12024–2024 CENTER FOUNDATION INC
SIOUXLAND COMMUNITY FOUNDATION DAF sponsor$10,0001 12015–2015 CLAY COUNTY FAIR CHARITABLE TRUST
HELEN GREATHOUSE CHARITABLE TRUST Private foundation$10,0001 12024–2024 CENTER FOUNDATION INC

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
LineAs describedTotalShare
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$14,387,603100%

View the filing

2024 · Form 990PF · $51,671,022 spent · pay $0 · grants $51,666,757 · events $0
LineAs describedTotalShare
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$51,671,022100%

View the filing

2023 · Form 990PF · $26,427 spent · pay $0 · grants $24,000 · events $0
LineAs describedTotalShare
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$26,427100%

View the filing

2022 · Form 990PF · $28,350 spent · pay $0 · grants $26,000 · events $0
LineAs describedTotalShare
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$28,350100%

View the filing

2021 · Form 990PF · $23,306 spent · pay $0 · grants $21,000 · events $0
LineAs describedTotalShare
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$23,306100%

View the filing

2020 · Form 990PF · $21,210 spent · pay $0 · grants $20,000 · events $0
LineAs describedTotalShare
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$21,210100%

View the filing

2019 · Form 990PF · $22,343 spent · pay $0 · grants $20,000 · events $0
LineAs describedTotalShare
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$22,343100%

View the filing

2018 · Form 990PF · $19,610 spent · pay $0 · grants $18,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $18,500 94.3%
Fees: other professional $950 4.8%
Other expenses $150 0.8%
Taxes $10 0.1%
Total$19,610100%

View the filing

2017 · Form 990PF · $11,086 spent · pay $0 · grants $10,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $10,000 90.2%
Fees: other professional $926 8.4%
Other expenses $150 1.4%
Taxes $10 0.1%
Total$11,086100%

View the filing

2016 · Form 990PF · $21,060 spent · pay $0 · grants $20,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $20,000 95.0%
Fees: other professional $900 4.3%
Other expenses $150 0.7%
Taxes $10 0.0%
Total$21,060100%

View the filing

2015 · Form 990PF · $21,560 spent · pay $0 · grants $20,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $20,000 92.8%
Fees: other professional $900 4.2%
Taxes $510 2.4%
Other expenses $150 0.7%
Total$21,560100%

View the filing

2014 · Form 990PF · $16,635 spent · pay $0 · grants $15,600 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $15,600 93.8%
Fees: other professional $875 5.3%
Other expenses $150 0.9%
Taxes $10 0.1%
Total$16,635100%

View the filing

2013 · Form 990PF · $13,010 spent · pay $0 · grants $12,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $12,000 92.2%
Fees: other professional $850 6.5%
Other expenses $150 1.2%
Taxes $10 0.1%
Total$13,010100%

View the filing

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