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Munger Charitable Tr Number Seven

William H Borthwick Ttee
  • Pasadena, CA
  • Tax-exempt since July 2009
  • EIN: 27-6085573

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
$104k (2025)

Total Assets
$159M (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
$128,383,034
Expenses
$104,265
Net Income
$128,278,769
Net Assets
$158,547,303
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $128,285,223
99.9%
Interest Revenue $0
Dividends $97,811
0.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,808
97.6%
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 $158,547,303
Total Liabilities $0
Net Assets $158,547,303
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
$25,082
Expenses
$26,428
Net Income
-$1,346
Net Assets
$109,515
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1
0.0%
Sales of Assets $25,081
100.0%
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 $109,515
Total Liabilities $0
Net Assets $109,515
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
$22,665
Expenses
$28,350
Net Income
-$5,685
Net Assets
$110,861
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $22,466
99.1%
Other Income $198
0.9%
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 $110,861
Total Liabilities $0
Net Assets $110,861
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
$17,144
Expenses
$23,699
Net Income
-$6,555
Net Assets
$116,546
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $16,941
98.8%
Other Income $202
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,000
88.6%
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 $116,546
Total Liabilities $0
Net Assets $116,546
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
$15,224
Expenses
$21,357
Net Income
-$6,133
Net Assets
$123,100
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $15,223
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 $123,101
Total Liabilities $1
Net Assets $123,100
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
$15,964
Expenses
$22,347
Net Income
-$6,383
Net Assets
$129,233
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $0
Sales of Assets $15,961
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 $129,234
Total Liabilities $1
Net Assets $129,233
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
$10,532
Expenses
$19,610
Net Income
-$9,078
Net Assets
$135,617
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27
0.3%
Sales of Assets $10,505
99.7%
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 $135,617
Total Liabilities $0
Net Assets $135,617
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
$9,830
Expenses
$11,085
Net Income
-$1,255
Net Assets
$144,695
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13
0.1%
Dividends $0
Sales of Assets $9,817
99.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,925
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 $144,695
Total Liabilities $0
Net Assets $144,695
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
$145,950
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 $145,950
Total Liabilities $0
Net Assets $145,950
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
$9,537
Expenses
$21,560
Net Income
-$12,023
Net Assets
$155,144
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $9,536
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 $155,144
Total Liabilities $0
Net Assets $155,144
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
$17,199
Expenses
$16,635
Net Income
$564
Net Assets
$167,167
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $17,198
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 $167,167
Total Liabilities $0
Net Assets $167,167
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
$10,386
Expenses
$13,010
Net Income
-$2,624
Net Assets
$174,561
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $0
Sales of Assets $10,384
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 $174,561
Total Liabilities $0
Net Assets $174,561
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
$20,879
Expenses
$13,649
Net Income
$7,230
Net Assets
$182,822
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $0
Sales of Assets $20,878
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 $182,822
Total Liabilities $0
Net Assets $182,822

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
$14,882
Expenses
$12,469
Net Income
$2,413
Net Assets
$188,856
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $0
Sales of Assets $14,877
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 $188,856
Total Liabilities $0
Net Assets $188,856

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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Nonprofit Explorer

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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