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Munger Charitable Tr Number Three

William H Borthwick Ttee
  • Pasadena, CA
  • Tax-exempt since July 2009
  • EIN: 27-6085495

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
$51.7M (2025)

Total Assets
$109M (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
$128,383,045
Expenses
$51,671,022
Net Income
$76,712,023
Net Assets
$108,956,678
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $128,285,225
99.9%
Interest Revenue $0
Dividends $97,820
0.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,668,565
100.0%
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 $108,956,678
Total Liabilities $0
Net Assets $108,956,678
Compensation
Key Employees and Officers Compensation Other
William H Borthwick (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 27, 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
$25,096
Expenses
$26,427
Net Income
-$1,331
Net Assets
$109,778
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $25,096
100%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,025
90.9%
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 $109,778
Total Liabilities $0
Net Assets $109,778
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
$22,786
Expenses
$28,350
Net Income
-$5,564
Net Assets
$111,109
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $22,786
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 $111,109
Total Liabilities $0
Net Assets $111,109
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
$16,926
Expenses
$23,306
Net Income
-$6,380
Net Assets
$116,673
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $16,925
100.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,000
90.1%
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 $116,673
Total Liabilities $0
Net Assets $116,673
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
$15,181
Expenses
$21,210
Net Income
-$6,029
Net Assets
$123,052
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $15,180
100.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,000
94.3%
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 $123,053
Total Liabilities $1
Net Assets $123,052
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
$15,948
Expenses
$22,343
Net Income
-$6,395
Net Assets
$129,081
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $0
Sales of Assets $15,946
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 $129,082
Total Liabilities $1
Net Assets $129,081
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
$10,516
Expenses
$19,610
Net Income
-$9,094
Net Assets
$135,477
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $23
0.2%
Dividends $0
Sales of Assets $10,493
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 $135,477
Total Liabilities $0
Net Assets $135,477
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
$9,847
Expenses
$11,086
Net Income
-$1,239
Net Assets
$144,571
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11
0.1%
Dividends $0
Sales of Assets $9,836
99.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,926
98.6%
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 $144,571
Total Liabilities $0
Net Assets $144,571
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
$11,866
Expenses
$21,060
Net Income
-$9,194
Net Assets
$145,810
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $11,865
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 $145,810
Total Liabilities $0
Net Assets $145,810
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
$9,456
Expenses
$21,560
Net Income
-$12,104
Net Assets
$155,004
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $9,455
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 $155,004
Total Liabilities $0
Net Assets $155,004
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
$167,108
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 $167,108
Total Liabilities $0
Net Assets $167,108
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
$10,406
Expenses
$13,010
Net Income
-$2,604
Net Assets
$174,518
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $0
Sales of Assets $10,404
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 $174,518
Total Liabilities $0
Net Assets $174,518
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
$20,832
Expenses
$13,649
Net Income
$7,183
Net Assets
$182,761
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $20,831
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 $182,761
Total Liabilities $0
Net Assets $182,761

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
$14,889
Expenses
$12,469
Net Income
$2,420
Net Assets
$188,840
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $0
Sales of Assets $14,885
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 $188,840
Total Liabilities $0
Net Assets $188,840

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 »

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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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