Nonprofit · EIN 47-4326070
CW TRUST
Tax-exempt · DURHAM, NC 27703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $3,714 | $11,929 | -$8,215 | $169,529 | $0 | $169,529 |
| May 31, 2025 | 990-PF | $3,736 | $7,032 | -$3,296 | $139,031 | $0 | $139,031 |
| May 31, 2024 | 990-PF | $3,170 | $5,452 | -$2,282 | $134,906 | $0 | $134,906 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $2,848
- Net gain from sales of assets
- $866
Expenses
- Grants and similar amounts paid
- $3,700
- Disbursements for charitable purposes
- $11,929
Balance sheet and other
- Total assets, start of year
- $139,031
- Total assets, end of year
- $169,529
- Total liabilities, end of year
- $0
- Net assets, end of year
- $169,529
- Fair market value of assets
- $169,529
- Qualifying distributions
- $11,929
- Net investment income
- $3,714
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Natalie Chen 1808 Creighton Hall Way, Durham, NC 27703 | Trustee | 3 | $0 |
990-PF for the year ended May 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Natalie chen 1808 Creighton Hall Way, Durham, NC 27703 | Trustee | 3 | $0 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATALIE X CHEN 1808 Creighton Hall Way, Durham, NC 27703 | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1808 CREIGHTON HALL WAY, DURHAM, NC 27703-8306
- In care of
- % NATALIE CHEN
- Signed the 990-PF
- Natalie Chen, Trustee
- Phone
- (636) 519-7246
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-4326070
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2015
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $169,529
- Income (IRS master file)
- $12,113
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $3,714 | $11,929 | $169,529 | XML |
| 990-PF | May 2025 | $3,736 | $7,032 | $139,031 | XML |
| 990-PF | May 2024 | $3,170 | $5,452 | $134,906 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-4326070).
Questions about CW TRUST
- What is the EIN of CW TRUST?
- The employer identification number (EIN) of CW TRUST is 47-4326070.
- Is CW TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to CW TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CW TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CW TRUST due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CW TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of CW TRUST?
- The 990-PF for the year ended May 31, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does CW TRUST have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $3,714, expenses of $11,929 and total assets of $169,529 at year end.
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All nonprofits in DURHAM · North Carolina · Philanthropy, voluntarism and grantmaking foundations