CW Trust

DURHAM, NC EIN: 47-4326070

Financial Overview

From 2025 IRS Form 990-PF

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

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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

No grants recorded for .

Who else does CW Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
Natalie chenTrustee3

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

6states

Cities

BooneCaryChapel HillCharlotteDurhamJersey CityMontereyNew HavenNew YorkRaleighRaleightRedwood CitySaint LouisSan FranciscoSt Louis

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

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