CBT Charitable Tr
CBT Charitable Tr is a private foundation based in Charlotte, North Carolina. Its 2025 filing reports grants to charitable organizations, with grant dollars going primarily to recipients in North Carolina and some going to a recipient in Virginia.
CBT Charitable Tr at a glance
In short: CBT Charitable Tr gave $135K across 21 grants in 2025 (avg $6K), mostly in North Carolina. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $134,800
- +1.5% vs 2024
- Grants made (2025)
- 21
- -4.5% vs 2024
- Average grant
- $6,419
- +6.3% vs 2024
- Median grant
- $1,700
- Total assets
- $1,896,167
- +11.8% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 21, 2025; small sample)
- Primary geography
- North Carolina (96% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to CBT Charitable Tr
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 32486, Charlotte, NC 28232-2486
Phone: (704) 372-9920
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who CBT Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Covenant Presbyterian Church ($50K). Together the top 10 received $126K.
Grant Size Distribution
109 grants across all recorded years
The most common grant size was under $50K: 106 grants of 109 (97%).
Geographic Focus
Where this funder awards grants
In 2025, 96% of grant dollars went to recipients in North Carolina and 4% to recipients in Virginia. The filing reports 0% for Georgia.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
Cities
Is CBT Charitable Tr open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 21 grantees (0%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $102K (2020) to $135K (2025). In 2025 it made 21 grants totaling $135K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Covenant Presbyterian Church Charlotte, NC | church | $50,000 |
| Queens University of Charlotte Charlotte, NC | general | $20,000 |
| Crisis Assistance Ministry Charlotte, NC | general | $15,000 |
| Charlotte Master Chorale Charlotte, NC | general | $12,500 |
| WFAE Charlotte Charlotte, NC | general | $10,000 |
| The Sharon at Southpark Charlotte, NC | general | $5,000 |
| Union Presbyterian Seminary Richmond, VA | general | $5,000 |
| Daniel Stowe Botanical Garden Belmont, NC | general | $3,000 |
| Kenan Flagler Business School Found Chapel Hill, NC | general | $3,000 |
| The Lynnwood Foundation Charlotte, NC | general | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,896,167 | $348,815 | $149,347 | $134,800 | 21 | $134,800 | $334,268 | $138,475 |
| 2024 | $1,696,699 | $209,371 | $147,167 | $132,800 | 22 | $132,800 | $195,004 | $133,062 |
| 2023 | $1,634,495 | $154,675 | $132,316 | $119,300 | 22 | $119,300 | $141,659 | $117,146 |
| 2022 | $1,612,136 | $171,939 | $134,664 | $124,800 | 22 | $124,800 | $162,075 | $118,178 |
| 2021 | $1,574,861 | $169,706 | $115,795 | $106,300 | 22 | $106,300 | $160,211 | $126,108 |
| 2020 | $1,520,950 | $112,241 | $110,700 | $101,800 | 21 | — | $103,341 | $105,461 |
Under IRS private-foundation payout rules, CBT Charitable Tr reported a distributable amount of $138K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for a university, a church, organizations addressing financial hardship, arts and cultural organizations, a botanical garden, and other charitable organizations.
Among its grantees, Queens University of Charlotte says it provides transformative educational experiences; Crisis Assistance Ministry says it assists and advocates for people in financial crisis; and Charlotte Master Chorale describes its work as choral music, artistic excellence, education, and community. Daniel Stowe Botanical Garden describes its purposes as charitable, educational, religious, and scientific. The Lynnwood Foundation says it preserves and cares for Duke Mansion and operates Lee Institute. Friends of Accion says it supports Accion’s charitable activities in Mexico’s Yucatan Peninsula. Nourish Up describes work to reduce hunger and malnutrition in Mecklenburg County, and Charlotte Family Housing says it supports working families experiencing homelessness.
Grantmaking
In filing year 2025, the foundation reported 21 grants totaling $134,800. Grant amounts ranged from $100 to $50,000, with a median grant of $1,700.
The largest reported grants included $50,000 to Covenant Presbyterian Church, $20,000 to Queens University of Charlotte, $15,000 to Crisis Assistance Ministry, $12,500 to Charlotte Master Chorale, and $10,000 to WFAE Charlotte. Other grants included $5,000 each to The Sharon at Southpark and Union Presbyterian Seminary; $3,000 each to Daniel Stowe Botanical Garden and Kenan Flagler Business School Found; and $2,500 to The Lynnwood Foundation. The filing also lists $1,700 to Friends of Accion and $1,000 to Habitat for HumanityCharlotte Reg. Source information also identifies 2025 grants of $1,000 each to Nourish Up and Charlotte Family Housing.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists C Brent Trexler Jr and Claire W Trexler as trustees.
CBT Charitable Tr's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
C Brent Trexler Jr.
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Claire W Trexler
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about CBT Charitable Tr
How much does CBT Charitable Tr give each year?
CBT Charitable Tr gave $135K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $133K across 22 grants.
What is CBT Charitable Tr's typical grant size?
CBT Charitable Tr's median grant in 2025 was $1,700, and its average grant was $6,419, across 21 grants on its 2025 IRS Form 990-PF.
Where does CBT Charitable Tr give grants?
CBT Charitable Tr gives mostly in North Carolina: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Charlotte, NC (14 grants).
Does CBT Charitable Tr give general operating support?
Yes: 95% of CBT Charitable Tr's 2025 grants with a stated purpose (20 of 21) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are CBT Charitable Tr's largest grantees?
CBT Charitable Tr's largest 2025 grantees include Covenant Presbyterian Church ($50,000), Queens University of Charlotte ($20,000) and Crisis Assistance Ministry ($15,000), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.
How large is CBT Charitable Tr?
CBT Charitable Tr reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $135K in qualifying distributions that year, against a required minimum of $138K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does CBT Charitable Tr fund?
No mission statement for the foundation is provided. Its 2025 grants include support for a university, a church, organizations addressing financial hardship, arts and cultural organizations, a botanical garden, and other charitable organizations. See mission & focus areas ↑
How do I apply for a grant from CBT Charitable Tr?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does CBT Charitable Tr accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
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Cite this profile
Grantable. (2026). CBT Charitable Tr funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/cbt-charitable-tr-morg_c6d01a15db504d49896831304775fa5c
BibTeX
@misc{grantable_566370754_2026,
author = {{Grantable}},
title = {{CBT Charitable Tr funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/cbt-charitable-tr-morg_c6d01a15db504d49896831304775fa5c},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from CBT Charitable Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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