CGM Charitable Foundation
CGM Charitable Foundation is a private foundation, based in Irvine, CA. IRS filing data is available from 2019 through 2022. In 2022, it awarded 1 grant totaling $702K. Net investment income was $2K.
CGM Charitable Foundation at a glance
In short: CGM Charitable Foundation gave $702K across 1 grant in 2022 (avg $702K), mostly in Tennessee. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $702,000
- +18133.8% vs 2021
- Grants made (2022)
- 1
- -50.0% vs 2021
- Average grant
- $702,000
- +36367.5% vs 2021
- Median grant
- $702,000
- Primary geography
- Tennessee (100% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated September 2026.
Who CGM Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2022
The largest 2022 recipient was Isha Foundation Inc ($702K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 4 grants of 6 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2022 grant dollars on its one itemized grant.
States
Cities
How CGM Charitable Foundation gives
- Giving grew 2296% from 2019 to 2022. Method
- In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2022, annual grant giving ranged from $4K (2021) to $702K (2022). In 2022 it made 1 grant totaling $702K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Isha Foundation Inc McMinnville, TN | General support due to transfer of assets due to voluntary termination. | $702,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2022 | — | $-2,002 | $708,480 | $702,000 | 1 | $705,229 | $1,715 | $21,596 |
| 2021 | $719,402 | $5,687 | $10,371 | $3,850 | 2 | $7,050 | $2,402 | $35,773 |
| 2020 | $747,365 | $12,174 | $84,004 | $74,291 | 2 | — | $4,639 | $38,487 |
| 2019 | $852,084 | $31,092 | $35,796 | $29,296 | 1 | — | $28,235 | $38,706 |
Under IRS private-foundation payout rules, CGM Charitable Foundation reported a distributable amount of $22K for 2022 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
CGM Charitable Foundation is led by Peichen Lee, President on every filing since 2019; none of the 5 officers listed in 2022 report compensation.
Officers on the 2022 filing
Peichen Lee
President
On filings since 2019
1 hr/week
No compensation reported
Casey Sunny Cheng
Director
On filings since 2019
1 hr/week
No compensation reported
Eric Chen
Director
On filings since 2019
1 hr/week
No compensation reported
Ken Chen Cheng
Director
On filings since 2019
1 hr/week
No compensation reported
Melody Karen Cheng
Director
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2022. "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 CGM Charitable Foundation
How much does CGM Charitable Foundation give each year?
CGM Charitable Foundation gave $702K across 1 grant in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $4K across 2 grants.
Where does CGM Charitable Foundation operate?
CGM Charitable Foundation has awarded grants in California, Tennessee.
How much is CGM Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, CGM Charitable Foundation reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is CGM Charitable Foundation's EIN?
CGM Charitable Foundation's EIN (Employer Identification Number) is 20-4850062. IRS Form 990 filing data is available on this page for 2019–2022.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 18, 2020)
- IRS filings on file for fiscal years 2020–2022
Live grants for the work CGM Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in CGM Charitable Foundation's focus areas in our free grants database
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