CNC FOUNDATION TR

Reduce your risk when donating: see where the money actually goes.

Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text CNC FOUNDATION TR. furp.org, nonprofit organization profile, tax years 2016–2025. https://furp.org/org/cnc-foundation-tr-776160567. Retrieved 2026-11-15.

APA furp.org. (n.d.). CNC FOUNDATION TR [Nonprofit organization profile; tax years 2016–2025]. Retrieved November 15, 2026, from https://furp.org/org/cnc-foundation-tr-776160567

MLA “CNC FOUNDATION TR.” furp.org, tax years 2016–2025, https://furp.org/org/cnc-foundation-tr-776160567. Accessed 15 Nov. 2026.

Retrieved 2026-11-15; covers tax years 2016–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).

2025 · Form 990PF · revenue $3.6M · expenses $3.5M · assets $1.3M

EIN
77-6160567
Address
1423 HAMILTON AVE, PALO ALTO, CA 94301-3150
NTEE code
T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File, as T20Z)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
September 1998 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
Charles T Munger Jr CO-TRUSTEE2016-2025 0 $0 reported 1
Charlotte Lowell CO-TRUSTEE2016-2025 0 $0 reported 1

People by year

2025 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES T MUNGER JR CO-TRUSTEE0 $0-$0 $01
CHARLOTTE LOWELL CO-TRUSTEE0 $0-$0 $01
2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES T MUNGER JR CO-TRUSTEE0 $0-$0 $01
CHARLOTTE LOWELL CO-TRUSTEE0 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES T MUNGER JR CO-TRUSTEE0 $0-$0 $01
CHARLOTTE LOWELL CO-TRUSTEE0 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES T MUNGER JR CO-TRUSTEE0 $0-$0 $01
CHARLOTTE LOWELL CO-TRUSTEE0 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES T MUNGER JR CO-TRUSTEE0 $0-$0 $01
CHARLOTTE LOWELL CO-TRUSTEE0 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES T MUNGER JR CO-TRUSTEE0 $0-$0 $01
CHARLOTTE LOWELL CO-TRUSTEE0 $0-$0 $01
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES T MUNGER JR CO-TRUSTEE0 $0-$0 $01
CHARLOTTE LOWELL CO-TRUSTEE0 $0-$0 $01
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES T MUNGER JR CO-TRUSTEE0 $0-$0 $01
CHARLOTTE LOWELL CO-TRUSTEE0 $0-$0 $01
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES T MUNGER JR CO-TRUSTEE0 $0-$0 $01
CHARLOTTE LOWELL CO-TRUSTEE0 $0-$0 $01
2016 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES T MUNGER JR CO-TRUSTEE0 $0-$0 $01
CHARLOTTE LOWELL CO-TRUSTEE0 $0-$0 $01

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 · 39 grants to organizations · $3.4M
2024 · 41 grants to organizations · $1.9M
2023 · 31 grants to organizations · $416K
2022 · 31 grants to organizations · $400K
2021 · 36 grants to organizations · $467K
2020 · 33 grants to organizations · $292K
2019 · 33 grants to organizations · $330K
2018 · 32 grants to organizations · $394K
2017 · 42 grants to organizations · $854K
2016 · 5 grants to organizations · $76K

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.

2025 · 1 contributor · $140K
#ContributorTypeCity, stateTotalNoncashSource
1 CHARLES MUNGER JR Person PALO ALTO, CA $139,500- Form 990PF Sch. B, 2025 · filing
2017 · 1 contributor · $15K
#ContributorTypeCity, stateTotalNoncashSource
1 CHARLES T MUNGER JR Person PALO ALTO, CA $15,004- Form 990PF Sch. B, 2017 · filing
2016 · 2 contributors · $2.0M
#ContributorTypeCity, stateTotalNoncashSource
2 CHARLES T MUNGER JR Person PALO ALTO, CA $1,954,387- Form 990PF Sch. B, 2016 · filing
1 CHARLES T MUNGER JR Person PALO ALTO, CA $17,910- Form 990PF Sch. B, 2016 · 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 2025-12-31 · view filing · original 990 ↗
$3,613,333$3,476,075 $1,253,815$1,253,815 $139,500- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,479,879$1,959,185 $1,907,540$1,907,540 $0- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$282,985$433,579 $2,594,658$2,594,658 $0- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$498,360$409,681 $2,848,676$2,848,676 $0- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$345,570$475,612 $2,824,449$2,824,449 $0- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$429,329$295,254 $3,114,921$3,114,921 $0- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$325,134$349,984 $3,199,617$3,199,617 $0- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$753,809$397,165 $3,421,360$3,421,360 $50- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$135,452$887,011 $3,834,990$3,589,765 $15,004- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$1,972,467$93,995 $4,325,811$4,325,811 $1,972,297- $0--

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. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
AC FOUNDATIONCAT20 $3,377,471$294,175 CEO$0 Same NTEE code T20, revenue within 2x, same state, similar name
JL FOUNDATIONCAT20 $3,367,647$2,390,928 TREASURER$0 Same NTEE code T20, revenue within 2x, same state, similar name
ROCK FOUNDATIONCAT20 $3,625,256$3,823,652 PRES/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
MORF FOUNDATIONCAT20 $3,974,058$3,758,698 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
1011 FOUNDATION INCCAT20 $3,552,171$3,978,888 PRESIDENT & DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
THE HORN FOUNDATIONCAT20 $3,516,718$2,763,362 VICE PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
ZHONG FOUNDATIONCAT20 $4,038,409$302,981 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
GERBODE FOUNDATIONCAT20 $3,915,119$2,328,232 Exec Director$232,613 Same NTEE code T20, revenue within 2x, same state, similar name
LAFETRA FOUNDATIONCAT20 $3,953,525$3,125,239 PRESIDENT/CHAIRMAN OF THE BOARD$0 Same NTEE code T20, revenue within 2x, same state, similar name
FITZBERG FOUNDATIONCAT20 $3,256,916$2,391,547 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
FIREDOLL FOUNDATIONCAT20 $4,137,350$3,422,866 Program Officer$161,258 Same NTEE code T20, revenue within 2x, same state, similar name
Y & H SODA FOUNDATIONCAT20 $3,520,944$7,470,540 CEO$315,586 Same NTEE code T20, revenue within 2x, same state, similar name
OSTIN FAM FOUNDATIONCAT20 $3,439,481$179,073 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
THE RAY CHARLES FOUNDATIONCAT20 $3,697,358$4,590,548 President$398,474 Same NTEE code T20, revenue within 2x, same state, similar name
CARUSO FAMILY FOUNDATIONCAT20 $3,516,698$3,715,987 PRESIDENT/TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
JOHN C HENCH FOUNDATIONCAT20 $3,401,422$1,842,843 Trustee$99,514 Same NTEE code T20, revenue within 2x, same state, similar name
GGS FAMILY FOUNDATIONCAT20 $3,371,988$2,328,146 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
CHANDNA FAMILY FOUNDATIONCAT20 $3,689,340$1,603,809 President$0 Same NTEE code T20, revenue within 2x, same state
HOAG FAMILY FOUNDATIONCAT20 $3,540,015$1,890,227 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
RUAN FAMILY FOUNDATIONCAT20 $3,721,787$5,084,125 DIRECTOR/PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
AVIS FAMILY FOUNDATIONCAT20 $3,267,033$2,790,014 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
GINN FAMILY FOUNDATIONCAT20 $4,013,157$1,691,429 EXECUTIVE DIRECTOR$95,000 Same NTEE code T20, revenue within 2x, same state
THE BETTY BAZAR FOUNDATIONCAT20 $4,017,266$13,313,674 President$240,000 Same NTEE code T20, revenue within 2x, same state
SIMMS FAMILY FOUNDATIONCAT20 $3,497,645$74,296 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
THE FREMONT BANK FOUNDATIONCAT20 $3,266,862$2,296,894 Director/VP$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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
ROBERTSON FOUNDATION FOR GOVERNMENT INC $15,303,0472 1Private foundation2020–2021 CHARLES AND MARIE ROBERTSON FOUNDATION
FOURDOVES FOUNDATION $13,975,0005 1Private foundation2019–2024 TSADRA FOUNDATION
G HARBAUGH FOUNDATION $5,922,0007 1Private foundation2018–2024 PHILANTHROPIC IMPACT FUND
CHUCK AND ERNESTINA KREUTZKAMP FOUNDATION $3,300,0002 1Private foundation2020–2021 PHILANTHROPIC IMPACT FUND
The Gale Foundation $3,040,2003 1Private foundation2025–2025 FREER FOUNDATION
LIVING LEGACY FOUNDATION $2,627,5006 1Private foundation2019–2021 PHILANTHROPIC IMPACT FUND
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC $1,300,0001 1DAF sponsor2020–2020 PHILANTHROPIC IMPACT FUND
THE SHARON D LUND FOUNDATION $500,0001 1Private foundation2021–2021 PHILANTHROPIC IMPACT FUND
WILLIAM & FLORA HEWLETT FOUNDATION $390,0002 1Private foundation2022–2024 GERBODE FOUNDATION
COMMUNITY FOUNDATION OF BROWARD INC $370,8695 1DAF sponsor2020–2024 CROCKETT FOUNDATION INC
TEACH A MAN TO FISH FOUNDATION $250,0001 1Private foundation2020–2020 PHILANTHROPIC IMPACT FUND
THE AYCO CHARITABLE FOUNDATION $175,0002 2DAF sponsor2019–2024 PHILANTHROPIC IMPACT FUND; CROCKETT FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING $175,0001 1DAF sponsor2018–2018 PHILANTHROPIC IMPACT FUND
STANLEY E HANSON FOUNDATION $160,0002 1Private foundation2019–2020 PHILANTHROPIC IMPACT FUND
CHANCE TO EXCEL $150,0002 1Private foundation2020–2021 ROCK FOUNDATION

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 · $3,476,075 spent · pay $0 · grants $3,410,873 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,410,873 98.1%
Taxes $40,869 1.2%
Fees: accounting $23,846 0.7%
Other expenses $487 0.0%
Total$3,476,075100%

View the filing

2024 · Form 990PF · $1,959,185 spent · pay $0 · grants $1,940,274 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,940,274 99.0%
Fees: legal $12,713 0.6%
Fees: accounting $5,000 0.3%
Taxes $899 0.0%
Other expenses $299 0.0%
Total$1,959,185100%

View the filing

2023 · Form 990PF · $433,579 spent · pay $0 · grants $416,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $416,500 96.1%
Taxes $11,733 2.7%
Fees: accounting $5,082 1.2%
Other expenses $264 0.1%
Total$433,579100%

View the filing

2022 · Form 990PF · $409,681 spent · pay $0 · grants $399,900 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $399,900 97.6%
Fees: accounting $9,447 2.3%
Other expenses $270 0.1%
Taxes $64 0.0%
Total$409,681100%

View the filing

2021 · Form 990PF · $475,612 spent · pay $0 · grants $467,100 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $467,100 98.2%
Taxes $5,094 1.1%
Fees: accounting $3,150 0.7%
Other expenses $268 0.1%
Total$475,612100%

View the filing

2020 · Form 990PF · $295,254 spent · pay $0 · grants $291,950 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $291,950 98.9%
Fees: accounting $3,100 1.0%
Other expenses $160 0.1%
Taxes $44 0.0%
Total$295,254100%

View the filing

2019 · Form 990PF · $349,984 spent · pay $0 · grants $329,600 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $329,600 94.2%
Taxes $17,190 4.9%
Fees: accounting $3,000 0.9%
Other expenses $194 0.1%
Total$349,984100%

View the filing

2018 · Form 990PF · $397,165 spent · pay $0 · grants $393,900 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $393,900 99.2%
Fees: accounting $2,850 0.7%
Other expenses $316 0.1%
Taxes $99 0.0%
Total$397,165100%

View the filing

2017 · Form 990PF · $887,011 spent · pay $0 · grants $853,910 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $853,910 96.3%
Fees: accounting $17,750 2.0%
Taxes $15,115 1.7%
Other expenses $236 0.0%
Total$887,011100%

View the filing

2016 · Form 990PF · $93,995 spent · pay $0 · grants $76,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $76,000 80.9%
Taxes $15,010 16.0%
Fees: accounting $2,750 2.9%
Other expenses $235 0.3%
Total$93,995100%

View the filing

Also on this site Fuzzy

RecordName as filedWhereDatasetMatched by
NonprofitKITP HOUSE PROJECTCANonprofits (IRS Form 990)same street address and ZIP code, 1423 HAMILTON AVE 94301 (FUZZY: a shared address, not proof of a shared organization)

Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.

Others with the same interests

NTEE code Private Grantmaking Foundations, CA first:

More with this interest.

Interests: Private Grantmaking Foundations · Philanthropy

The area Census

Santa Clara CountyPalo Alto cityCensus Tract 5112

County outline, the place (blue), the tract (orange) and the ZIP center (dot).

In Census Tract 5112, Santa Clara County, California, place (city or town) Palo Alto, CA, county Santa Clara County, CA, state California; placed by its ZIP code (county and tract) and city name (place). The tract is the tract holding most of the record's ZIP code (FURP does not geocode street addresses).

  • Revenue of $3,613,333 is $54 per resident of Palo Alto, CA (population 67,237).
  • That revenue equals 0.06% of all household income in Palo Alto, CA (26,021 households at the median $231,101, about $6,013,479,121).
MeasureCensus tract
Census Tract 5112, Santa Clara County, California
Place (city or town)
Palo Alto, CA
County
Santa Clara County, CA
State
California
Population B010034,76567,2371,902,04739,287,377
Population, 2020 census P14,70668,5721,936,25939,538,223
Median age B0100245.043.638.137.9
Under 18 B0100123.4%22.2%20.5%22.0%
65 and over B0100116.0%19.9%14.8%15.7%
Households B110011,72826,021659,35313,548,091
Foreign born B0500224.4%37.0%41.5%27.0%
Median household income B19013$250,001$231,101$164,281$99,122
Median family income B19113$250,001$250,001$187,890$113,346
Per capita income B19301$156,462$123,939$80,312$49,513
Poverty rate B170012.6%6.0%7.1%12.0%
Unemployment rate B230252.4%3.9%4.9%6.6%
Civilian labor force B230252,35633,9511,050,46820,068,466
Mean commute (minutes) B0801321.821.426.228.7
Bachelor's degree or higher B1500388.3%82.3%56.5%37.1%
Housing units B250011,85629,241698,83714,644,735
Owner-occupied B2500372.0%54.6%55.1%55.9%
Renters B2500328.0%45.4%44.9%44.1%
Median home value B25077$2,000,001$2,000,001$1,490,600$734,700
Median gross rent B25064$3,501$3,484$2,857$2,036
White, not Hispanic B0300257.5%45.0%27.2%33.8%
Black B030021.0%1.8%2.2%5.2%
Hispanic or Latino B030027.0%7.9%25.0%40.2%
Asian B0300226.8%38.1%40.3%15.3%
American Indian and Alaska Native B030020.0%0.2%0.2%0.3%

Economy now FRED unemployment 5.1% in Sep 2026 (5.5% a year earlier); per capita personal income $90,957 in 2025, up 30% in five years (+4.3% after inflation); Unemployment rate: 5.5% in Sep 2016 to 5.1% in Sep 2026; low 3.8%, high 16.1% the state; Source: FRED, Federal Reserve Bank of St. Louis.

Data: IPUMS NHGIS (ACS 2020-2024 and the 2020 census); each figure links to its table for that area at data.census.gov. Records are placed by ZIP code and city name, not street address. More: everything FURP has in Census Tract 5112, Santa Clara County, California.

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