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Munger Charitable Tr Number Two

William H Borthwick Ttee
  • Pasadena, CA
  • Tax-exempt since July 2009
  • EIN: 27-6085478

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$128M (2025)

Expenses
$5.66M (2025)

Total Assets
$153M (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$128,412,835
Expenses
$5,655,846
Net Income
$122,756,989
Net Assets
$153,090,265
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $128,315,651
99.9%
Interest Revenue $0
Dividends $97,184
0.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,641,953
99.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $153,090,265
Total Liabilities $0
Net Assets $153,090,265
Compensation
Key Employees and Officers Compensation Other
William H Borthwick (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,079
Expenses
$26,528
Net Income
-$1,449
Net Assets
$109,510
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $25,079
100%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,025
90.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $109,510
Total Liabilities $0
Net Assets $109,510
Compensation
Key Employees and Officers Compensation Other
William H Borthwick (Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,216
Expenses
$28,350
Net Income
-$6,134
Net Assets
$110,959
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $22,216
100%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,000
91.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $110,959
Total Liabilities $0
Net Assets $110,959
Compensation
Key Employees and Officers Compensation Other
William H Borthwick (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,989
Expenses
$23,901
Net Income
-$5,912
Net Assets
$117,093
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $69
0.4%
Dividends $0
Sales of Assets $16,924
94.1%
Other Income $996
5.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,000
87.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $117,093
Total Liabilities $0
Net Assets $117,093
Compensation
Key Employees and Officers Compensation Other
William H Borthwick (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,246
Expenses
$21,357
Net Income
-$6,111
Net Assets
$123,005
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $15,245
100.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,000
93.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $123,006
Total Liabilities $1
Net Assets $123,005
Compensation
Key Employees and Officers Compensation Other
William H Borthwick (Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 29, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,936
Expenses
$22,344
Net Income
-$6,408
Net Assets
$129,116
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $0
Sales of Assets $15,933
100.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,000
89.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $129,117
Total Liabilities $1
Net Assets $129,116
Compensation
Key Employees and Officers Compensation Other
William H Borthwick (Trustee) $0 $0

Document Links

990-PF
Filed on July 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,503
Expenses
$19,610
Net Income
-$9,107
Net Assets
$135,525
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $26
0.2%
Dividends $0
Sales of Assets $10,477
99.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,450
99.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $135,525
Total Liabilities $0
Net Assets $135,525
Compensation
Key Employees and Officers Compensation Other
William H Borthwick (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,851
Expenses
$11,106
Net Income
-$1,255
Net Assets
$144,632
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13
0.1%
Dividends $0
Sales of Assets $9,838
99.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,925
98.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $144,632
Total Liabilities $0
Net Assets $144,632
Compensation
Key Employees and Officers Compensation Other
William H Borthwick (Trustee) $0 $0

Document Links

990-PF
Filed on July 26, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,867
Expenses
$21,060
Net Income
-$9,193
Net Assets
$145,887
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $11,866
100.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,900
99.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $145,887
Total Liabilities $0
Net Assets $145,887
Compensation
Key Employees and Officers Compensation Other
William H Borthwick (Trustee) $0 $0

Document Links

990-PF
Filed on Oct. 4, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,538
Expenses
$21,560
Net Income
-$12,022
Net Assets
$155,080
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $9,537
100.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,900
96.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $155,080
Total Liabilities $0
Net Assets $155,080
Compensation
Key Employees and Officers Compensation Other
William H Borthwick (Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,184
Expenses
$16,635
Net Income
$549
Net Assets
$167,102
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $17,183
100.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,600
93.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $167,102
Total Liabilities $0
Net Assets $167,102
Compensation
Key Employees and Officers Compensation Other
William H Borthwick (Trustee) $0 $0

Document Links

990-PF
Filed on July 7, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,409
Expenses
$13,010
Net Income
-$2,601
Net Assets
$174,511
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $0
Sales of Assets $10,407
100.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,000
92.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $174,511
Total Liabilities $0
Net Assets $174,511
Compensation
Key Employees and Officers Compensation Other
William H Borthwick (Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,811
Expenses
$13,649
Net Income
$7,162
Net Assets
$182,749
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $20,810
100.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,000
87.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $182,749
Total Liabilities $0
Net Assets $182,749

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,907
Expenses
$12,470
Net Income
$2,437
Net Assets
$188,851
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $0
Sales of Assets $14,902
100.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,500
92.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $188,851
Total Liabilities $0
Net Assets $188,851

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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