CW Trust
CW Trust is a private foundation, based in Durham, NC. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $170K in total assets. In 2026, it awarded 8 grants totaling $4K.
CW Trust at a glance
In short: CW Trust gave $4K across 8 grants in 2026 (avg $462.5), mostly in North Carolina. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $3,700
- +13.7% vs 2025
- Grants made (2026)
- 8
- -27.3% vs 2025
- Average grant
- $463
- +56.4% vs 2025
- Median grant
- $191
- Total assets
- $169,529
- +21.9% vs 2025
- Primary geography
- North Carolina (53% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who CW Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2026
The largest 2026 recipient was Ruan House Church ($2K). Together the top 8 received $4K.
Grant Size Distribution
46 grants across all recorded years
The most common grant size was under $50K: 46 grants of 46 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 8 itemized grants.
Cities
How CW Trust gives
- Giving grew 28% from 2023 to 2026. Method
- In 2026 it paid out 157% of 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 2022 to 2026, annual grant giving ranged from $2K (2022) to $4K (2026). In 2026 it made 8 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ruan House Church | religious | $1,500 |
| St Francis of Assisi Church Raleight, NC | religious | $1,205 |
| Chinese Baptist Church Raleight, NC | religious | $500 |
| RTP Chinese Choir Raleight, NC | culture | $200 |
| Leukaemia Foundation | education | $182 |
| North America Financial Education Foundation Pomona, CA | education | $50 |
| Girl scout cookies Raleight, NC | education | $48 |
| Chinese American Friendship Association of North Carolina Cary, NC | culture | $15 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $169,529 | $3,714 | $11,929 | $3,700 | 8 | $11,929 | — | $7,594 |
| 2025 | $139,031 | $3,736 | $7,032 | $3,253 | 11 | $7,032 | — | $6,797 |
| 2024 | $134,906 | $3,170 | $5,452 | $2,788 | 8 | $5,452 | $1,821 | $6,310 |
| 2023 | $124,307 | $2,277 | $4,484 | $2,900 | 10 | $4,484 | $1,173 | $6,060 |
| 2022 | $134,547 | $1,995 | $3,706 | $2,473 | 9 | $3,706 | $3,619 | $7,055 |
| 2021 | $146,925 | $1,969 | $1,325 | — | — | — | $738 | $6,150 |
Under IRS private-foundation payout rules, CW Trust reported a distributable amount of $8K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
CW Trust is led by Natalie X. Chen, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2026 filing
Natalie X. Chen
Trustee
On filings since 2021
3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2026. "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 CW Trust
How much does CW Trust give each year?
CW Trust gave $4K across 8 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $3K across 11 grants.
What is CW Trust's typical grant size?
CW Trust's median grant in 2026 was $191, and its average grant was $463, across 8 grants on its 2026 IRS Form 990-PF.
Where does CW Trust give grants?
CW Trust gives mostly in North Carolina: 53% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Raleight, NC (4 grants).
Does CW Trust give general operating support?
Not in 2026: none of the 8 grants with a stated purpose on CW Trust's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Religious" (3 grants) and "Education" (3 grants).
Who are CW Trust's largest grantees?
CW Trust's largest 2026 grantees include Ruan House Church ($1,500), St Francis of Assisi Church ($1,205) and Chinese Baptist Church ($500), according to its 2026 IRS Form 990-PF. Together they received 87% of its itemized 2026 grant dollars.
How large is CW Trust?
CW Trust reported $170K in total assets on its 2026 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).
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 2021–2026.
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 2026 (received by the IRS August 6, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in CW Trust's focus areas in our free grants database
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