Civic Intelligence

Munger Charitable Trust Number Three C/O William H Borthwick

EIN 27-6085495 • Pasadena, CA

350 W Colorado Blvd Fifth FLPasadena, CA 91105
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$100M-$250M nonprofits • Source year 2025

Net Margin

91st percentile

60%

Higher net margin than 91% of similar nonprofits.

$100M-$250M nonprofits • Source year 2025

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$100M-$250M nonprofits • Source year 2025

Asset Growth

100th percentile

99152%

Faster asset growth than 100% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

100th percentile

511468%

Faster revenue growth than 100% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$108,956,678

Up $108,846,900 (+99152%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$108,956,678

Up $108,846,900 (+99152%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin91st percentile

Revenue

Up

$128,383,045

Up $128,357,949 (+511468%) from 2024

Expenses

Up

$51,671,022

Up $51,644,595 (+195424%) from 2024

Net Income

Up

$76,712,023

Up $76,713,354 (+5763588%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2014: $174,518Liabilities 2014: $0Net Assets 2014: $174,5182014Assets 2015: $167,108Liabilities 2015: $0Net Assets 2015: $167,1082015Assets 2016: $155,004Liabilities 2016: $0Net Assets 2016: $155,0042016Assets 2017: $145,810Liabilities 2017: $0Net Assets 2017: $145,8102017Assets 2018: $144,571Liabilities 2018: $0Net Assets 2018: $144,5712018Assets 2019: $135,477Liabilities 2019: $0Net Assets 2019: $135,4772019Assets 2020: $129,082Liabilities 2020: $0Net Assets 2020: $129,0822020Assets 2021: $123,053Liabilities 2021: $0Net Assets 2021: $123,0532021Assets 2022: $116,673Liabilities 2022: $0Net Assets 2022: $116,6732022Assets 2023: $111,109Liabilities 2023: $0Net Assets 2023: $111,1092023Assets 2024: $109,778Liabilities 2024: $0Net Assets 2024: $109,7782024Assets 2025: $108,956,678Liabilities 2025: $0Net Assets 2025: $108,956,6782025

Highlighted filing

2025

Assets$108,956,678
Liabilities$0
Net Assets$108,956,678
Open 2025 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MRevenue 2014: $10,406Expenses 2014: $13,010Net Income 2014: -$2,6042014Revenue 2015: $17,184Expenses 2015: $16,635Net Income 2015: $5492015Revenue 2016: $9,456Expenses 2016: $21,560Net Income 2016: -$12,1042016Revenue 2017: $11,866Expenses 2017: $21,060Net Income 2017: -$9,1942017Revenue 2018: $9,847Expenses 2018: $11,086Net Income 2018: -$1,2392018Revenue 2019: $10,516Expenses 2019: $19,610Net Income 2019: -$9,0942019Revenue 2020: $15,948Expenses 2020: $22,343Net Income 2020: -$6,3952020Revenue 2021: $15,181Expenses 2021: $21,210Net Income 2021: -$6,0292021Revenue 2022: $16,926Expenses 2022: $23,306Net Income 2022: -$6,3802022Revenue 2023: $22,786Expenses 2023: $28,350Net Income 2023: -$5,5642023Revenue 2024: $25,096Expenses 2024: $26,427Net Income 2024: -$1,3312024Revenue 2025: $128,383,045Expenses 2025: $51,671,022Net Income 2025: $76,712,0232025

Highlighted filing

2025

Revenue$128,383,045
Expenses$51,671,022
Net Income$76,712,023
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,956,678
Liabilities
$0
Net assets
$108,956,678
Revenue
$128,383,045
Expenses
$51,671,022
Net income
$76,712,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$109$0.00$109$128$51.7$76.7
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.03$0.03$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.02$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.02$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.02$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.02$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.01$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.02$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.01$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H BORTHWICKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Munger Charitable Trust Number Three
EIN
27-6085495
In Care Of
% HOLTHOUSE CARLIN & VAN TRIGT
Phone
3105661900
Address
350 W COLORADO BLVD FIFTH FL, PASADENA, CA 91105

Signing Officer

Name
William Borthwick
Title
Trustee
Phone
3105661900
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
11444 w OLYMPIC BLVD 11TH FLR, LOS ANGELES, CA 90064
Preparer
Cathy L Kleineahlbr
Phone
3105661900
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06114382
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029238
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06114382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0683050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09621087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05775225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01627226
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01627226
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061604307
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt045524945
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0683050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09621087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05775225
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051668565
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt045524945
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt063231533
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017706588
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029238
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THE SURVIVORS TRUST OF THE MUNGER C
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1THE ALFRED C MUNGER FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2THE ALFRED C MUNGER FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0350 W COLORADO BLVD FIFTH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1350 W COLORADO BLVD FIFTH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2350 W COLORADO BLVD FIFTH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091105
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd191105
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd291105
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0120912264
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12816305
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt24556656
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0120912264
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt12816305
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0198 SHAREs BERKSHIRE HATHAWAY INC. CLASS A SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,213 SHARES OF ALIBABA GROUP HOLDING 1,125 SHARES OF BERKSHIRE HATHAWAY INC. CLASS B SECURITIES 244
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-07-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-10-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0174
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011569749
OtherIncreasesSchedule/OtherIncreasesDetail/Amt120565128
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON DONATED SECURITIES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAIN ON INVESTMENTS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0THE SURVIVORS TRUST OF THE MUNGER C
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1THE ALFRED C MUNGER FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0350 W COLORADO BLVD FIFTH FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1350 W COLORADO BLVD FIFTH FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PASADENA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1PASADENA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd091105
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd191105
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BORTHWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03105661900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MUNGER CHARITABLE TRUST NUMBER THREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM H BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0MUNG
ReturnHeader/Filer/EIN0276085495
ReturnHeader/Filer/InCareOfNm0% HOLTHOUSE CARLIN & VAN TRIGT
ReturnHeader/Filer/PhoneNum03105661900
ReturnHeader/Filer/USAddress/AddressLine1Txt0350 W COLORADO BLVD FIFTH FL
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011444 w OLYMPIC BLVD 11TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090064
ReturnHeader/PreparerPersonGrp/PhoneNum03105661900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHY L KLEINEAHLBR
ReturnHeader/ReturnTs02025-08-27T18:31:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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