The California State Capitol

Form 990-PFTax year 2025EIN 27-6085528

Munger Charitable Trust Number Five

A private foundation in Pasadena, CA. Its return for tax year 2025 lists 6 grants and $3.8 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

    $3,799,516

    Grants listed
    6
    Assets, end of year
    $136,228,982
  • Tax year 2024

    $10,213,517

    Grants listed
    3
    Assets, end of year
    $148,600,149
  • Tax year 2023

    $24,000

    Grants listed
    2
    Assets, end of year
    $109,616
  • Tax year 2022

    $26,000

    Grants listed
    2
    Assets, end of year
    $111,057
  • Tax year 2021

    $21,000

    Grants listed
    2
    Assets, end of year
    $117,201
  • Tax year 2020

    $20,000

    Grants listed
    2
    Assets, end of year
    $122,934
  • Tax year 2019

    $20,000

    Grants listed
    2
    Assets, end of year
    $129,258
  • Tax year 2018

    $18,500

    Grants listed
    1
    Assets, end of year
    $135,635

Grants paid in 2025

6 grants, largest first

As listed on the return.

  1. Kitp House ProjectPalo Alto, CA

    (1) description: 2 shares of berkshire hathaway class a securities (2) book value: $1,221,336 (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: 02/04/2026 (6) purpose: general operating support.

    $1,507,925
  2. Kitp House ProjectPalo Alto, CA

    General operating support.

    $1,000,000
  3. International Justice MissionArlington, VA

    (1) description: 1 share of berkshire hathaway class a securities (2) book value: $610,668 (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: 05/13/2026 (6) purpose: general operating support.

    $770,517
  4. CalmattersSacramento, CA

    (1) description: 730 shares of berkshire hathaway class b securities (2) book value: $334,698 (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: 03/06/2026 (6) purpose: general operating support.

    $362,292
  5. CalmattersSacramento, CA

    (1) description: 1,212 shares of alibaba securities (2) book value: $121,115 (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: 03/06/2026 (6) purpose: general operating support.

    $158,305
  6. Kitp House ProjectPalo Alto, CA

    (1) description: 1 share of berkshire hathaway class b securities (2) book value: $458 (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: 07/30/2025 (6) purpose: general operating support.

    $477

Where the money goes

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

  1. Housing and shelter3 grants $2,508,40266% of the total
  2. International aid1 grant $770,51720% of the total
  3. Civil rights2 grants $520,59714% of the total

By State

Grants to organizations with a US address, latest year.

  1. California5 grants $3,028,999
  2. Virginia1 grant $770,517

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 0.5Pay $0
  • Charles T Munger JrTRUSTEE Hours 0.25Pay $0

The return

More foundations

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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 ThreePasadena, CA 3 grants Preselected only $14,347,321 giving
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  3. CNC FoundationPalo Alto, CA 39 grants Preselected only $3,410,873 giving
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