Civic Intelligence

Munger Charitable Trust Number Four C/O William H Borthwick

EIN 27-6085514 • Pasadena, CA

350 W Colorado Blvd Fifth FloorPasadena, 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

99th percentile

99%

Higher net margin than 99% 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

142923%

Faster asset growth than 100% of similar nonprofits.

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

Revenue Growth

100th percentile

511610%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$157,086,145

Up $156,976,312 (+142923%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$157,086,145

Up $156,976,312 (+142923%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin99th percentile

Revenue

Up

$128,382,977

Up $128,357,888 (+511610%) from 2024

Expenses

Up

$1,415,957

Up $1,389,529 (+5258%) from 2024

Net Income

Up

$126,967,020

Up $126,968,359 (+9482327%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

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

$200M$150M$100M$50M$0Assets 2014: $174,529Liabilities 2014: $0Net Assets 2014: $174,5292014Assets 2015: $167,127Liabilities 2015: $0Net Assets 2015: $167,1272015Assets 2016: $155,106Liabilities 2016: $0Net Assets 2016: $155,1062016Assets 2017: $145,912Liabilities 2017: $0Net Assets 2017: $145,9122017Assets 2018: $151,870Liabilities 2018: $0Net Assets 2018: $151,8702018Assets 2019: $134,503Liabilities 2019: $0Net Assets 2019: $134,5032019Assets 2020: $128,152Liabilities 2020: $0Net Assets 2020: $128,1522020Assets 2021: $122,143Liabilities 2021: $0Net Assets 2021: $122,1432021Assets 2022: $115,760Liabilities 2022: $0Net Assets 2022: $115,7602022Assets 2023: $111,172Liabilities 2023: $0Net Assets 2023: $111,1722023Assets 2024: $109,833Liabilities 2024: $0Net Assets 2024: $109,8332024Assets 2025: $157,086,145Liabilities 2025: $0Net Assets 2025: $157,086,1452025

Highlighted filing

2025

Assets$157,086,145
Liabilities$0
Net Assets$157,086,145
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: $17,191Expenses 2015: $16,635Net Income 2015: $5562015Revenue 2016: $9,539Expenses 2016: $21,560Net Income 2016: -$12,0212016Revenue 2017: $11,866Expenses 2017: $21,060Net Income 2017: -$9,1942017Revenue 2018: $17,043Expenses 2018: $11,085Net Income 2018: $5,9582018Revenue 2019: $2,243Expenses 2019: $19,610Net Income 2019: -$17,3672019Revenue 2020: $15,974Expenses 2020: $22,325Net Income 2020: -$6,3512020Revenue 2021: $15,201Expenses 2021: $21,210Net Income 2021: -$6,0092021Revenue 2022: $16,923Expenses 2022: $23,306Net Income 2022: -$6,3832022Revenue 2023: $23,762Expenses 2023: $28,350Net Income 2023: -$4,5882023Revenue 2024: $25,089Expenses 2024: $26,428Net Income 2024: -$1,3392024Revenue 2025: $128,382,977Expenses 2025: $1,415,957Net Income 2025: $126,967,0202025

Highlighted filing

2025

Revenue$128,382,977
Expenses$1,415,957
Net Income$126,967,020
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$157,086,145
Liabilities
$0
Net assets
$157,086,145
Revenue
$128,382,977
Expenses
$1,415,957
Net income
$126,967,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$157$0.00$157$128$1.42$127
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$0.00
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.$0.13$0.00$0.13$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.02$0.01$0.01
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 Four
EIN
27-6085514
In Care Of
% HOLTHOUSE CARLIN & VAN TRIGT
Phone
3105661900
Address
350 W COLORADO BLVD FIFTH FLOOR, 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
Raw XML Appendix323 raw XML fields

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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2500 FIFTH AVE 32ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36500 WILSHIRE BLVD STE 1600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 610226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEWTON HIGHLANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390048
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402461
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01411662
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01384560
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028910
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06718733
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05334173
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0683050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09621087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05775225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01627226
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05334173
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012372415
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0683050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09621087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02068278
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01413470
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012372415
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017706588
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028910
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 2,4
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-07-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-10-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0204
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0204
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0656514
OtherIncreasesSchedule/OtherIncreasesDetail/Amt129352778
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 FOUR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM H BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0MUNG
ReturnHeader/Filer/EIN0276085514
ReturnHeader/Filer/InCareOfNm0% HOLTHOUSE CARLIN & VAN TRIGT
ReturnHeader/Filer/PhoneNum03105661900
ReturnHeader/Filer/USAddress/AddressLine1Txt0350 W COLORADO BLVD FIFTH FLOOR
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/ReturnTs02025-08-27T18:31:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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