Civic Intelligence

Munger Charitable Trust Number Seven C/O William Borthwick

EIN 27-6085573 • 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

100%

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

144672%

Faster asset growth than 100% of similar nonprofits.

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

Revenue Growth

100th percentile

511753%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$158,547,303

Up $158,437,788 (+144672%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$158,547,303

Up $158,437,788 (+144672%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin99th percentile

Revenue

Up

$128,383,034

Up $128,357,952 (+511753%) from 2024

Expenses

Up

$104,265

Up $77,837 (+295%) from 2024

Net Income

Up

$128,278,769

Up $128,280,115 (+9530469%) 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: $174,561Liabilities 2014: $0Net Assets 2014: $174,5612014Assets 2015: $167,167Liabilities 2015: $0Net Assets 2015: $167,1672015Assets 2016: $155,144Liabilities 2016: $0Net Assets 2016: $155,1442016Assets 2017: $145,950Liabilities 2017: $0Net Assets 2017: $145,9502017Assets 2018: $144,695Liabilities 2018: $0Net Assets 2018: $144,6952018Assets 2019: $135,617Liabilities 2019: $0Net Assets 2019: $135,6172019Assets 2020: $129,234Liabilities 2020: $0Net Assets 2020: $129,2342020Assets 2021: $123,101Liabilities 2021: $0Net Assets 2021: $123,1012021Assets 2022: $116,546Liabilities 2022: $0Net Assets 2022: $116,5462022Assets 2023: $110,861Liabilities 2023: $0Net Assets 2023: $110,8612023Assets 2024: $109,515Liabilities 2024: $0Net Assets 2024: $109,5152024Assets 2025: $158,547,303Liabilities 2025: $0Net Assets 2025: $158,547,3032025

Highlighted filing

2025

Assets$158,547,303
Liabilities$0
Net Assets$158,547,303
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: $10,386Expenses 2014: $13,010Net Income 2014: -$2,6242014Revenue 2015: $17,199Expenses 2015: $16,635Net Income 2015: $5642015Revenue 2016: $9,537Expenses 2016: $21,560Net Income 2016: -$12,0232016Revenue 2017: $11,866Expenses 2017: $21,060Net Income 2017: -$9,1942017Revenue 2018: $9,830Expenses 2018: $11,085Net Income 2018: -$1,2552018Revenue 2019: $10,532Expenses 2019: $19,610Net Income 2019: -$9,0782019Revenue 2020: $15,964Expenses 2020: $22,347Net Income 2020: -$6,3832020Revenue 2021: $15,224Expenses 2021: $21,357Net Income 2021: -$6,1332021Revenue 2022: $17,144Expenses 2022: $23,699Net Income 2022: -$6,5552022Revenue 2023: $22,665Expenses 2023: $28,350Net Income 2023: -$5,6852023Revenue 2024: $25,082Expenses 2024: $26,428Net Income 2024: -$1,3462024Revenue 2025: $128,383,034Expenses 2025: $104,265Net Income 2025: $128,278,7692025

Highlighted filing

2025

Revenue$128,383,034
Expenses$104,265
Net Income$128,278,769
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$158,547,303
Liabilities
$0
Net assets
$158,547,303
Revenue
$128,383,034
Expenses
$104,265
Net income
$128,278,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$159$0.00$159$128$0.10$128
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 Seven
EIN
27-6085573
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
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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/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029048
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/TotalContributionsAmt12815314
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt24557645
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0120912264
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt12815314
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0198 SHARES BERKSHIRE HATHAWAY INC. CLASS A SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,212 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/NetInvestmentIncomeAmt0174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0174
OtherIncreasesSchedule/OtherIncreasesDetail/Amt030159019
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED 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 SEVEN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM BORTHWICK
ReturnHeader/Filer/BusinessNameControlTxt0MUNG
ReturnHeader/Filer/EIN0276085573
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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