The Cozy Warrior Charitable Tr

RIVERSIDE, CA EIN: 84-6701752

The Cozy Warrior Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RIVERSIDE, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $70K in total assets. In 2024, it awarded 6 grants totaling $15K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$70K

-22.5% YoY

Annual Giving

$15K

-26.5% YoY

Grant Count

6

+200.0% YoY

Avg Grant Size

$2K

-75.5% YoY

About The Cozy Warrior Charitable Tr

Based on IRS filings

The Cozy Warrior Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RIVERSIDE, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $70K in total assets. In 2024, it awarded 6 grants totaling $15K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

AuroraBeverly HillsHonoluluHoustonIrvineKahuluiLafayetteLoma LindaNashvillePasadenaSan CarlosSan DiegoWoodbridgeWyomissing

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$56K$111K$167K$223K2021202220232024
Metric202420232022
Total Assets$70,324$90,755$103,722
Revenue$49,897$47,587$90,255
Expenses$66,408$69,044$91,982
Qualifying Distributions$14,695
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$21K$32K$42K0 grants20219 grants20222 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Pacific in Vitro Fertili…$5KFertility Answers$4KFertility Institute of H…$3KNashville Fertiility Cen…$2KLLUMC$545Natera$349

Grant Size Distribution

17 grants across all recorded years

17<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Pacific in Vitro Fertilization Inst ($5,000), Fertility Answers ($3,801), Fertility Institute of Hawaii ($2,919).

RecipientPurposeAmount
Fertility Answers Lafayette, LAInfertility Research$3,801
Nashville Fertiility Center Nashville, TNInfertility Research$2,081
Natera San Carlos, CAInfertility Research$349
Fertility Institute of Hawaii Kahului, HIInfertility Research$2,919
Pacific in Vitro Fertilization Inst Honolulu, HIInfertility Research$5,000
LLUMC Loma Linda, CAInfertility Research$545

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Anna WangPresident5
Jeremy TuVP5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Cozy Warrior Charitable Tr?

The Cozy Warrior Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RIVERSIDE, CA. It holds $70K in total assets as of 2024.

How large is The Cozy Warrior Charitable Tr?

As of 2024, The Cozy Warrior Charitable Tr holds $70K in total assets with $50K in annual revenue. It awarded 6 grants totaling $15K in 2024.

Where does The Cozy Warrior Charitable Tr operate?

The Cozy Warrior Charitable Tr has awarded grants in California, Colorado, Hawaii, Louisiana, Pennsylvania, Tennessee, Texas, Virginia.

What size grants does The Cozy Warrior Charitable Tr award?

In 2024, The Cozy Warrior Charitable Tr awarded 6 grants totaling $15K — an average of about $2K per grant, based on its IRS Form 990 filings.

What is The Cozy Warrior Charitable Tr's EIN?

The Cozy Warrior Charitable Tr's EIN (Employer Identification Number) is 84-6701752. IRS Form 990 filing data is available on this page for 2021–2024.

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Related Funders

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

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