The California State Capitol

Form 990-PFTax year 2025EIN 27-6085495

Munger Charitable Trust Number Three

A private foundation in Pasadena, CA. Its return for tax year 2025 lists 3 grants and $14.3 million paid in grants.

Tax year 2025 (period ending May 31, 2026), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $14,347,321

    Grants listed
    3
    Assets, end of year
    $88,506,526
  • Tax year 2024

    $51,666,757

    Grants listed
    3
    Assets, end of year
    $108,956,678
  • Tax year 2023

    $24,000

    Grants listed
    2
    Assets, end of year
    $109,778
  • Tax year 2022

    $26,000

    Grants listed
    2
    Assets, end of year
    $111,109
  • Tax year 2021

    $21,000

    Grants listed
    2
    Assets, end of year
    $116,673
  • Tax year 2020

    $20,000

    Grants listed
    2
    Assets, end of year
    $123,053
  • Tax year 2019

    $20,000

    Grants listed
    2
    Assets, end of year
    $129,082
  • Tax year 2018

    $18,500

    Grants listed
    2
    Assets, end of year
    $135,477

Grants paid in 2025

3 grants, largest first

As listed on the return.

  1. Kitp House ProjectPalo Alto, CA

    (1) description: 16 shares of berkshire hathaway class a securities (2) book value: $9,770,688 (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: 03/26/2026 (6) purpose: general operating support.

    $11,434,800
  2. Planned Parenthood PasadenaPasadena, CA

    (1) description: 3,854 shares of berkshire hathaway class b securities (2) book value: $1,569,010 (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: 12/11/2025 (6) purpose: general operating support

    $1,907,691
  3. Pasadena Community FoundationPasadena, CA

    (1) description: 2,030 shares of berkshire hathaway class b securities (2) book value: $328,102 (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: 12/11/2025 (6) purpose: general operating support

    $1,004,830

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Housing and shelter1 grant $11,434,80092% of the total
  2. Philanthropy and grantmaking1 grant $1,004,8308% of the total

By State

Grants to organizations with a US address, latest year.

  1. California3 grants $14,347,321

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • William H BorthwickTRUSTEE (UNTIL 10/06/2025) Hours 0.25Pay $0
  • Wendy MungerTRUSTEE Hours 0.25Pay $0

The return

More foundations

Similar foundations

Same main cause (housing and shelter), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Munger Charitable Trust Number FivePasadena, CA 6 grants Preselected only $3,799,516 giving
  2. Balay Ko FoundationSanta Barbara, CA 19 grants Preselected only $10,988,108 giving
  3. Ignite Cultural Solutions FoundationLong Beach, CA 28 grants Preselected only $4,460,040 giving
  4. Isnardi FoundationFresno, CA 30 grants Accepts applications $4,335,034 giving
  5. Fox Family Kalb Foundation DBA Fox FoundationLos Angeles, CA 55 grants Preselected only $3,822,550 giving