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Form 990-PFTax year 2024EIN 27-6085514

Munger Charitable Trust Number Four

A private foundation in Pasadena, CA. Its return for tax year 2024 lists 5 grants and $1.4 million paid in grants.

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Tax year 2024 (period ending May 31, 2025), 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

7 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $1,411,662

    Grants listed
    5
    Assets, end of year
    $157,086,145

  • Tax year 2023

    $24,000

    Grants listed
    2
    Assets, end of year
    $109,833

  • Tax year 2022

    $26,000

    Grants listed
    1
    Assets, end of year
    $111,172

  • Tax year 2021

    $21,000

    Grants listed
    2
    Assets, end of year
    $115,760

  • Tax year 2020

    $20,000

    Grants listed
    2
    Assets, end of year
    $122,143

  • Tax year 2019

    $20,000

    Grants listed
    1
    Assets, end of year
    $128,152

  • Tax year 2018

    $18,500

    Grants listed
    1
    Assets, end of year
    $134,503

Grants paid in 2024

5 grants, largest first

As listed on the return.

  1. Americans for Oxford IncNew York, NY

    (1) description: 1 share of berkshire hathaway class a securities (2) book value: $99,488 (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: 10/09/2024 (6) purpose: general operating support

    $682,491
  2. American Friends of St James's PiccadillyNewton, MA

    (1) description: 1,350 shares of berkshire hathaway class b securities (2) book value: $549,599 (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: 12/18/2024 (6) purpose: general operating support

    $610,754
  3. Cedars SinaiLos Angeles, CA

    Charitable

    $100,000
  4. Americans for Oxford IncNew York, NY

    (1) description: 25 shares of berkshire hathaway class b securities (2) book value: $5,066 (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: 10/15/2024 (6) purpose: general operating support

    $11,590
  5. Americans for Oxford IncNew York, NY

    (1) description: 15 shares of berkshire hathaway class b securities (2) book value: $995 (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: 10/09/2024 (6) purpose: general operating support

    $6,827

Where the money goes

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

  1. Education3 grants $700,90853% of the total
  2. Religion1 grant $610,75447% of the total

By State

Grants to organizations with a US address, latest year.

  1. New York3 grants $700,908
  2. Massachusetts1 grant $610,754
  3. California1 grant $100,000

Officers, directors and trustees

1 person as filed

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

  • William H BorthwickTRUSTEE Hours 0.5Pay $0

The return

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