Cbt Charitable Tr
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
Under IRS private-foundation payout rules, Cbt Charitable Tr reported a distributable amount of $133K for 2024 — the minimum it must pay out in qualifying distributions.
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
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
109 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Covenant Presbyterian Church ($50,000), Crisis Assistance Ministry ($15,000), The Sharon at Southpark ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Habitat for HumanityCharlotte Reg Charlotte, NC | general | $1,000 |
| Queens University of Charlotte Charlotte, NC | general | $10,000 |
| Crisis Assistance Ministry Charlotte, NC | general | $15,000 |
| Friends of Accion Charlotte, NC | general | $1,700 |
| UNCA Foundation Inc Asheville, NC | general | $1,000 |
| The Lynnwood Foundation Charlotte, NC | general | $2,500 |
| The Sharon at Southpark Charlotte, NC | general | $15,000 |
| St Andrews University Laurinburg, NC | general | $500 |
| Columbia Theological Seminary Decatur, GA | general | $500 |
| Warren Wilson College Swannanoa, NC | general | $100 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| C Brent Trexler Jr | Trustee | 2 | — |
| Claire W Trexler | Trustee | 1 | — |
Frequently Asked Questions
How large is Cbt Charitable Tr?
As of 2024, Cbt Charitable Tr holds $1.7M in total assets with $209K in annual revenue. It awarded 22 grants totaling $133K in 2024.
Where does Cbt Charitable Tr operate?
Cbt Charitable Tr has awarded grants in Georgia, North Carolina, Virginia.
What size grants does Cbt Charitable Tr award?
In 2024, Cbt Charitable Tr awarded 22 grants totaling $133K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Cbt Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Cbt Charitable Tr reported a distributable amount of $133K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Cbt Charitable Tr's EIN?
Cbt Charitable Tr's EIN (Employer Identification Number) is 56-6370754. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Cbt Charitable Tr's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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