Philanthropy & Grantmaking
(T20)
990 on File
MUNGER CHARITABLE TR NUMBER FIVE
Financial strength (30%)
71/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$128.4M
Total Revenue
$10.2M
Total Expenses
$148.6M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
100.0%
Fundraising Efficiency
N/A
Operating Reserve
174.52x
Liability-to-Asset
0.0%
Revenue Diversification
99.9%
Executive Compensation
$0
Compared with Peers
FY 2025
Compared with 314 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
100.0% | 91.1% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
174.5 mo | 26.8 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 6.4% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
99.9% | 91.7% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
511651.0% | 5.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
38417.0% | 7.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
92.0% | 3.4% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $128.4M | $10.2M | $148.6M | 100.0% | — |
| 2024 | $25K | $27K | $110K | 90.6% | — |
| 2023 | $22K | $28K | $111K | 91.7% | — |
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