CGW Family Foundation
CGW Family Foundation is a private foundation, based in Irving, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $795K in total assets. In 2024, it awarded 7 grants totaling $65K. Net investment income was $88K.
CGW Family Foundation at a glance
In short: CGW Family Foundation gave $65K across 7 grants in 2024 (avg $9K), top state Colorado. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $65,000
- -3.7% vs 2023
- Grants made (2024)
- 7
- -12.5% vs 2023
- Average grant
- $9,286
- +10.1% vs 2023
- Median grant
- $10,000
- Total assets
- $794,534
- +3.0% vs 2023
- Primary geography
- Colorado (23% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who CGW Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
The largest 2024 recipient was Curing Kids Cancer ($10K). Together the top 7 received $65K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 41 grants of 41 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 7 itemized grants.
Cities
How CGW Family Foundation gives
- Giving held roughly steady from 2021 to 2024 (+13%). Method
- In 2024 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2024, annual grant giving ranged from $40K (2020) to $71K (2022). In 2024 it made 7 grants totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Curing Kids Cancer Marietta, GA | Health and Welfare | $10,000 |
| DMSF (Daniel Murphy Scholarship Fund) Chicago, IL | Education | $10,000 |
| Don Diego Scholarship Fund Del Mar, CA | Education | $10,000 |
| Irving Schools Foundation Irving, TX | Education | $10,000 |
| MHS19 Inc Marblehead, MA | General Support | $10,000 |
| Team Summit - Colorado Copper Mountain, CO | Training | $10,000 |
| 10TH Mountain Lacrosse Vail, CO | Training | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $794,534 | $101,028 | $78,151 | $65,000 | 7 | $65,000 | $87,877 | $66,210 |
| 2023 | $771,587 | $63,471 | $76,348 | $67,500 | 8 | $65,000 | $52,123 | $58,974 |
| 2022 | $784,404 | $56,958 | $91,998 | $70,911 | 11 | $71,472 | $36,432 | $66,230 |
| 2021 | $819,444 | $173,574 | $71,156 | $57,500 | 8 | $57,940 | $160,944 | $67,314 |
| 2020 | $731,601 | $57,516 | $50,190 | $40,000 | 7 | — | $42,698 | $53,006 |
Under IRS private-foundation payout rules, CGW Family Foundation reported a distributable amount of $66K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
CGW Family Foundation is led by Carolyn G. Wheeler, President on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Carolyn G. Wheeler
President
On filings since 2020
1 hr/week
No compensation reported
Julia L. O'Hickey
V. President
On filings since 2020
1 hr/week
No compensation reported
J. Kent Wheeler
Director
On filings since 2020
1 hr/week
No compensation reported
Jereld K. Wheeler
Director
On filings since 2020
1 hr/week
No compensation reported
S. Gaye Hoeflich
Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 CGW Family Foundation
How much does CGW Family Foundation give each year?
CGW Family Foundation gave $65K across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $68K across 8 grants.
What is CGW Family Foundation's typical grant size?
CGW Family Foundation's median grant in 2024 was $10,000, and its average grant was $9,286, across 7 grants on its 2024 IRS Form 990-PF.
Where does CGW Family Foundation give grants?
CGW Family Foundation's top state is Colorado, with 23% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Georgia (15%) and Illinois (15%).
Does CGW Family Foundation give general operating support?
Yes: 14% of CGW Family Foundation's 2024 grants with a stated purpose (1 of 7) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Education" (3 grants).
Who are CGW Family Foundation's largest grantees?
CGW Family Foundation's largest 2024 grantees include Curing Kids Cancer ($10,000), DMSF (Daniel Murphy Scholarship Fund) ($10,000) and Don Diego Scholarship Fund ($10,000), according to its 2024 IRS Form 990-PF. Together they received 46% of its itemized 2024 grant dollars.
How large is CGW Family Foundation?
CGW Family Foundation reported $795K in total assets on its 2024 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $66K (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 is CGW Family Foundation's EIN?
CGW Family Foundation's EIN (Employer Identification Number) is 36-4441039. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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 July 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 11, 2025)
- IRS filings on file for fiscal years 2020–2024
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