Cbt Charitable Tr

CHARLOTTE, NC EIN: 56-6370754

Cbt Charitable Tr is a private foundation, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 22 grants totaling $133K. Net investment income was $195K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.7M

+3.8% YoY

Annual Giving

$133K

+11.3% YoY

Grant Count

22

+0.0% YoY

Avg Grant Size

$6K

+11.3% YoY

About Cbt Charitable Tr

Based on IRS filings

Cbt Charitable Tr is a private foundation, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 22 grants totaling $133K. Net investment income was $195K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AshevilleBelmontChapel HillCharlotteDavidsonDecaturLaurinburgMatthewsRichmondSwannanoa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$58K$115K$173K$230K20202021202220232024
Metric202420232022
Total Assets$1,696,699$1,634,495$1,612,136
Revenue$209,371$154,675$171,939
Expenses$147,167$132,316$134,664
Qualifying Distributions$132,800$119,300$124,800
Net Investment Income$195,004$141,659$162,075
Distributable Amount$133,062$117,146$118,178

Giving Over Time

Total grant dollars and number of grants per year

$0$33K$66K$100K$133K21 grants202022 grants202122 grants202222 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Covenant Presbyterian Ch…$50KCrisis Assistance Ministry$15KThe Sharon at Southpark$15KUnion Presbyterian Semin…$15KQueens University of Cha…$10KWFAE Charlotte$5KCharlotte Master Chorale$5KDaniel Stowe Botanical G…$3KKenan Flagler Business S…$3KThe Lynnwood Foundation$3K

Grant Size Distribution

109 grants across all recorded years

107<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
C Brent Trexler JrTrustee2
Claire W TrexlerTrustee1

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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