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· Private foundation

Cbt Charitable Tr

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$135k
Granted FY2025still arriving
21
Grants FY2025still arriving
3
States reached
$50k
Largest
01What it funds
0192% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Religion$143kEducation$135kHuman Services$90kArts & Culture$82kEnvironment$18kInternational$10kFood & Nutrition$10kHousing & Shelter$10kOther$0
02FY2025 · 21 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k16 grants · $27k
  • $10k–50k4 grants · $58k
  • $50k–250k1 grant · $50k
$1,700
Median grant
3
States reached
$1.9M
Total assets
Largest grants
RecipientAmount
Covenant Presbyterian Church$50,000
Queens University of Charlotte$20,000
Crisis Assistance Ministry$15,000
Charlotte Master Chorale$12,500
Individual grant recipient$10,000
The Sharon at Southpark$5,000
Union Presbyterian Seminary$5,000
Kenan Flagler Business School Found$3,000
Daniel Stowe Botanical Garden$3,000
The Lynnwood Foundation$2,500
Friends of Accion$1,700
Nourish Up$1,000
Charlotte Family Housing$1,000
Habitat for HumanityCharlotte Reg$1,000
UNCA Foundation Inc$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–25, $108k) land where the poverty rate runs at 10%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%Charlotte Family Housing: $1k → 10%Charlotte Family Housing: $1k → 10%Charlotte Family Housing: $1k → 10%Charlotte Family Housing: $1k → 10%Charlotte Family Housing: $1k → 10%Charlotte Family Housing: $1k → 10%Camp Blue Skies: $500 → 10%Camp Blue Skies: $500 → 10%Camp Blue Skies: $500 → 10%Camp Blue Skies Foundation: $500 → 10%Camp Blue Skies: $500 → 10%Camp Blue Skies: $500 → 10%Crisis Assistance Ministry: $15k → 10%Crisis Assistance Ministry: $15k → 10%Crisis Assistance Ministry: $15k → 10%Crisis Assistance Ministry: $15k → 10%Crisis Assistance Ministry: $15k → 10%Crisis Assistance Ministry: $15k → 10%Nourish Up: $1k → 10%Nourish Up: $1k → 10%Loaves and Fishes: $5k → 10%Loaves and Fishes Friendship Trays: $1k → 10%Loaves and Fishes Friendship Trays: $1k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

99%of every dollar goes to organizations it has funded before.
$716k · 25 repeat orgs$4k to everyone else

25 repeat relationships: 21 still active in FY2025, 4 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

25
2

Total granted

$716k
$4k

Still filing today

52%
0%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24’25
Human ServicesEducationArts & CultureInternationalHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • Crisis Assistance Ministry
    6× · 2020–2025 · $90k · revenue +12%
  • CM
    Charlotte Master Chorale
    6× · 2020–2025 · $41k · revenue +35%
  • TL
    THE LYNNWOOD FOUNDATION
    6× · 2020–2025 · $15k · revenue +147%

Funded once

  • UO
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
    one grant, 2020 · $3k
  • MF
    MPHS Foundation
    one grant, 2020 · $1k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Wake Forest University

Wake Forest University, a 501(c)(3) institution of higher education, is dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. The organization is comprised of seven constituent parts: Wake…

Education
2
Greenville College

Greenville college d/b/a greenville university empowers students for lives of character and service through a transforming christ-centered education in the liberal arts, sciences, and professional studies.

Education
3
Barton College

Founded in 1902, barton college is a four-year, private, liberal arts college located in wilson, n.c. the barton experience focuses on academic excellence within a wide range of professional and liberal arts programs leading to…

Education
4
Charlotte Christian College & Theological Seminary

To educate, train, and develop ministers, evangelists, missionaries, and other people who are going to enter the Christian ministry. Educate ministers and missionaries to serve the Lord.

Religion
5
Center for Christianity and Scholarship

The center for christianity and scholarship equips students and faculty to engage the university and the world with christian understanding.

Religion
6
Greensboro College

Greensboro College provides a liberal arts education grounded in the traditions of the United Methodist Church and fosters the intellectual, social, and spiritual development of all students while supporting their individual needs.

Education
7
Cabarrus Cooperative Christian Ministry

To respond to the growing need in our community by providing immediate assistance to residents of Concord, Kannapolis, and Cabarrus County, NC who are experiencing crisis in the areas of food, shelter or finances while providing them…

—
8
University of the South

The College of Arts and Sciences is committed to the development of the whole person through a liberal arts education of the highest quality. The School of Theology educates women and men to serve the broad whole of the Episcopal Church in…

Education
9
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
10
Roberts Wesleyan University

As new york's leading university for character education, rwu is a community of learners committed to historic christianity which seeks to prepare thoughtful, spiritually mature, service-oriented people who will transform society.

Education
11
Wilmington College

The mission of wilmington college is to educate, inspire and prepare each student for a life of service and success. to fulfill that mission, wilmington college provides a high-quality undergraduate and graduate educational environment…

Education
12
Columbia College

Columbia college provides educational opportunities that develop students' capacity for critical thought and expression, life-long learning, acceptance of personal responsibilty, and commitment to service and social justice.

Education
How this is measured
The grantee most central to the portfolio’s shape is Queens University of Charlotte; the most unlike its peers is Friends of Accion Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

14 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 14 of the 27 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
13/14
Grantees still filing
9/14
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $174,000 · OtherIndividual grant recipientCovenant Presbyterian Church: $100,000 · OtherCovenant Presbyterian ChurchUnion Presbyterian Seminary: $40,000 · OtherUnion Presbyterian SeminaryUNION PRESBYTERIAN SEMINARY: $40,000 · OtherUNION PRESBYTERIAN SEMINARYIndividual grant recipient: $35,000 · OtherIndividual grant recipientThe Sharon at Southpark: $20,000 · OtherDaniel Stowe Botanical Garden: $18,000 · Other+8 more: $35,500 · Other+8 moreCrisis Assistance Ministry: $90,000 · Human ServicesCrisis Assistance…Nourish Up: $9,000 · Human ServicesNourish UpCharlotte Family Housing: $6,000 · Human ServicesCharlotte Family …+1 more: $3,000 · Human ServicesQueens University of Charlotte: $70,000 · EducationQueens Unive…Davidson College: $6,000 · EducationDavidson Col…CLASSROOM CENTRAL INC: $3,500 · Education+1 more: $600 · EducationCharlotte Master Chorale: $41,000 · Arts & CultureTHE LYNNWOOD FOUNDATION: $15,000 · Arts & CultureFRIENDS OF ACCION INC: $10,200 · InternationalThe Joe Martin ALS Foundation: $3,000 · Health
Other$462,500Human Services$108,000Education$80,100Arts & Culture$56,000International$10,200Health$3,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCrisis Assistance Ministry: $90,000 over 6y, 0.1% of budgetQueens University of Charlotte: $70,000 over 6y, 0.0% of budgetCharlotte Master Chorale: $41,000 over 6y, 5.6% of budgetTHE LYNNWOOD FOUNDATION: $15,000 over 6y, 0.1% of budgetFRIENDS OF ACCION INC: $10,200 over 6y, 0.9% of budgetNourish Up: $9,000 over 5y, 0.0% of budgetCharlotte Family Housing: $6,000 over 6y, 0.0% of budgetDavidson College: $6,000 over 6y, 0.0% of budgetCLASSROOM CENTRAL INC: $3,500 over 6y, 0.0% of budgetThe Joe Martin ALS Foundation: $3,000 over 6y, 0.1% of budgetCamp Blue Skies Foundation: $3,000 over 6y, 0.1% of budgetST ANDREWS UNIVERSITY: $2,500 over 5y, 0.0% of budgetFriendship Trays Inc: $1,000 over 2y, 0.1% of budgetWARREN WILSON COLLEGE: $600 over 6y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Crisis Assistance Ministry ↗
  • Who funds Queens University of Charlotte ↗
  • Who funds Charlotte Master Chorale ↗
  • Who funds THE LYNNWOOD FOUNDATION ↗
  • Who funds FRIENDS OF ACCION INC ↗
  • Who funds Nourish Up ↗
  • Who funds Charlotte Family Housing ↗
  • Who funds Davidson College ↗
  • Who funds CLASSROOM CENTRAL INC ↗
  • Who funds The Joe Martin ALS Foundation ↗
  • Who funds Camp Blue Skies Foundation ↗
  • Who funds ST ANDREWS UNIVERSITY ↗
  • Who funds Friendship Trays Inc ↗
  • Who funds WARREN WILSON COLLEGE ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Foundation for the CarolinasNC24.8× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Foundation for the Carolinas · The Cannon Foundation Inc · The Eleanor H Barnhardt Charitable Trust · Duke Energy Foundation · Natl Christian Charitable Fdn Inc · The Bank of America Charitable Foundation Inc · Raymond James Charitable Endowment Fund · Vanguard Charitable Endowment Program · National Philanthropic Trust · Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Cbt Charitable Tr funds: left to right is the share of its income from government, bottom to top the share from Cbt Charitable Tr. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%3%6%10%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 27 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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