CW Trust

DURHAM, NC EIN: 47-4326070

CW Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DURHAM, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $139K in total assets. In 2025, it awarded 11 grants totaling $3K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$139K

+3.1% YoY

Annual Giving

$3K

+16.7% YoY

Grant Count

11

+37.5% YoY

Avg Grant Size

$295.727

-15.1% YoY

Under IRS private-foundation payout rules, CW Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.

About CW Trust

Based on IRS filings

CW Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DURHAM, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $139K in total assets. In 2025, it awarded 11 grants totaling $3K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

BooneCaryChapel HillCharlotteDurhamJersey CityMontereyNew HavenNew YorkRaleighRaleightRedwood CitySaint LouisSan FranciscoSt Louis

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2K$4K$6K$8K20212022202320242025
Metric202520242023
Total Assets$139,031$134,906$124,307
Revenue$3,736$3,170$2,277
Expenses$7,032$5,452$4,484
Qualifying Distributions$7,032$5,452$4,484
Net Investment Income$1,821$1,173
Distributable Amount$6,797$6,310$6,060

Giving Over Time

Total grant dollars and number of grants per year

$0$813.25$2K$2K$3K0 grants20219 grants202210 grants20238 grants202411 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Ruan House Church$2KSt Francis of Assisi Chu…$720Chinese Baptist Church$500Marble kids museum membe…$150RTP Chinese Choir$100American Heart Assocation$75St Louis Science Center$75Chinese american network$50girl scout cookies$48Billy Graham Evangelisti…$20

Grant Size Distribution

38 grants across all recorded years

38<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Ruan House Church ($1,500), St Francis of Assisi Church ($720), Chinese Baptist Church ($500).

RecipientPurposeAmount
St Francis of Assisi Church Raleight, NCreligious$720
RTP Chinese Choir Raleight, NCCulture$100
Chinese Baptist Church Raleight, NCreligious$500
Ruan House Church religious$1,500
Chinese American Friendship Association of North Carolina Cary, NCCulture$15
American Heart Assocation Durham, NCEducation$75
Marble kids museum membership Raleight, NCEducation$150
Chinese american network Redwood City, CACulture$50
St Louis Science Center St Louis, MOEducation$75
Billy Graham Evangelistic Association Charlotte, NCreligious$20

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
Natalie chenTrustee3

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is CW Trust?

CW Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DURHAM, NC. It holds $139K in total assets as of 2025.

How large is CW Trust?

As of 2025, CW Trust holds $139K in total assets with $4K in annual revenue. It awarded 11 grants totaling $3K in 2025.

Where does CW Trust operate?

CW Trust has awarded grants in California, Connecticut, Missouri, North Carolina, New Jersey, New York.

What size grants does CW Trust award?

In 2025, CW Trust awarded 11 grants totaling $3K — an average of about $295.727 per grant, based on its IRS Form 990 filings.

How much is CW Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, CW Trust reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is CW Trust's EIN?

CW Trust's EIN (Employer Identification Number) is 47-4326070. IRS Form 990 filing data is available on this page for 2021–2025.

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

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