Munger Charitable Trust Number Five
Preselected recipients only
Munger Charitable Trust Number Five is a private foundation in Pasadena, California. In tax year 2024 it gave $10.2 million in 3 grants; the typical grant was $2.1 million and the largest $7.9 million. It only gives to organizations it selects itself and does not accept unsolicited applications.
From its IRS Form 990-PF for tax year 2024.
- Grants paid, 2024$10.2 million
- Number of grants3
- Typical grant$2.1 million
- Largest grant$7.9 million
- Assets$149 million
- New grantees100%
Giving in 2024 was up from $24,000 the year before.
100% of its 2024 grantees had not received a grant from it the year before, a sign it is open to new organizations.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $24,000 | 2 | $650,058 |
| 2024 | $10.2 million | 3 | $149 million |
How to apply
Munger Charitable Trust Number Five says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.
What Munger Charitable Trust Number Five funds
Where it gives
All of its grants went to recipients in California.
| State | Grants | Amount |
|---|---|---|
| California | 3 | $10.2 million |
Grants paid in 2024
| Recipient | Purpose | Amount |
|---|---|---|
| Kitp House Project | (1) description: 10 shares of berkshire hathaway class a securities (2) book value: $6,106,680 (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: 03/20/2025 (6) purpose: to support the design and construction of housing for a research institute within uc santa barbara. | $7.9 million |
| The Salvation Army | (1) description: 3 shares of berkshire hathaway class a securities (2) book value: $1,320,824 (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: 02/10/2025 (6) purpose: general operating support | $2.1 million |
| The Salvation Army | (1) description: 400 shares of berkshire hathaway class b securities (2) book value: $169,278 (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: 02/10/2025 (6) purpose: general operating support | $188,714 |
Officers and trustees
- William H Borthwick
Questions people ask
Does Munger Charitable Trust Number Five accept grant applications?
No. Its IRS filing says it only makes contributions to preselected organizations.
How much does Munger Charitable Trust Number Five give?
$10.2 million in tax year 2024, across 3 grants, with a typical grant of $2.1 million.
Who runs Munger Charitable Trust Number Five?
Its 2024 filing lists William H Borthwick (Trustee).
What does Munger Charitable Trust Number Five fund?
Based on its grants, mainly housing and homelessness, science and research and human services.