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Nancy E Barry & Letitia P Rees Foundation is a private trust based in PACIFIC PLSDS, CA. The foundation received its IRS ruling in 1997. The principal officer is % William H Borthwick Jr. It holds total assets of $4.8M. Annual income is reported at $169K. The foundation operates in the area of philanthropy & grantmaking. According to available records, Nancy E Barry & Letitia P Rees Foundation has made 51 grants totaling $829K, with a median grant of $5K. Annual giving has grown from $17K in 2020 to $389K in 2023. Grantmaking activity was highest in 2022 with $421K distributed across 28 grants. Individual grants have ranged from $44 to $209K, with an average award of $16K. The foundation has supported 29 unique organizations. The foundation primarily supports organizations in California, Virginia, District of Columbia, which account for 92% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Nancy E Barry & Letitia P Rees Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 51 grants. Its grantmaking reaches organizations primarily in CA, VA, DC.
Nancy E Barry & Letitia P Rees Foundation has distributed a total of $829K across 51 grants. The median grant size is $5K, with an average of $16K. Individual grants have ranged from $44 to $209K.
Nancy E Barry & Letitia P Rees Foundation typically selects its grantees rather than accepting unsolicited proposals.
Nancy E Barry & Letitia P Rees Foundation is headquartered in PACIFIC PLSDS, CA. While based in CA, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| William H Borthwick | officer | $0 | $0 | $0 |
| Maribeth A Borthwick | officer | $0 | $0 | $0 |
Total Giving
$402K
Total Assets
$4.7M
Fair Market Value
$7.5M
Net Worth
$4.7M
Grants Paid
$389K
Contributions
$550K
Net Investment Income
$101K
Distribution Amount
$333K
Total: $2.6M
Total Grants
51
Total Giving
$829K
Average Grant
$16K
Median Grant
$5K
Unique Recipients
29
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| UclaCHARITABLE | Los Angeles, CA | $73K | 2022 |
| Mount Vernon Ladies Association Of The Union(1) DESCRIPTION: 580 SHARES BERKSHIRE HATHAWAY INC. CL B SECURITIES (2) BOOK VALUE: $106,475 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 11/27/2023 (6) PURPOSE: GENERAL OPERATING SUPPORT | Mount Vernon, VA | $209K | 2023 |
| The Huntington Library(1) DESCRIPTION: 104 SHARES BERKSHIRE HATHAWAY INC. CL B SECURITIES (2) BOOK VALUE: $15,775 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 10/25/2023 (6) PURPOSE: GENERAL OPERATING SUPPORT | San Marino, CA | $35K | 2023 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| The Parish Of St Matthew(1) DESCRIPTION: 61 SHARES BERKSHIRE HATHAWAY INC. CL B SECURITIES (2) BOOK VALUE: $9,252 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 10/25/2023 (6) PURPOSE: GENERAL OPERATING SUPPORT |
| Pacific Palisades, CA |
| $21K |
| 2023 |
| The John Thomas Dye Schoolgeneral operating support | Los Angeles, CA | $10K | 2023 |
| Marlborough Schoolgeneral operating support | Los Angeles, CA | $10K | 2023 |
| Harvard - Westlake Schoolgeneral operating support | Studio City, CA | $5K | 2023 |
| St Matthews Music Guildgeneral operating support | Pacific Palisades, CA | $5K | 2023 |
| New York School Of Interior Designgeneral operating support | New York, NY | $5K | 2023 |
| Uc Berkeleygeneral operating support | Berkeley, CA | $1K | 2023 |
| Sigma Nu Educational Foundation Incgeneral operating support | Lexington, VA | $250 | 2023 |
| The Frick Collectiongeneral operating support | New York, NY | $130 | 2023 |
| Phi Beta Kappa Foundationgeneral operating support | Washington, DC | $44 | 2023 |
| The HuntingtonCHARITABLE | San Marino, CA | $25K | 2022 |
| Leland Stanford Juinor UniversityCHARITABLE | Stanford, CA | $23K | 2022 |
| The Parish Of Saint MatthewCHARITABLE | Pacific Palisades, CA | $20K | 2022 |
| Las MadrinasCHARITABLE | Los Angeles, CA | $10K | 2022 |
| Friends Of Canterbury Cathedral In The UsCHARITABLE | Washington, DC | $7K | 2022 |
| St Matthew'S Music GuildCHARITABLE | Pacific Palisades, CA | $5K | 2022 |
| La Philharmonic AssociationCHARITABLE | Los Angeles, CA | $5K | 2022 |
| The Library FundCHARITABLE | Berkeley, CA | $1K | 2022 |
| Santa Barbara Zoological FoundationCHARITABLE | Santa Barbara, CA | $950 | 2022 |
| The Library FoundationCHARITABLE | Los Angeles, CA | $1K | 2021 |
| Santa Barbara FoundationCHARITABLE | Santa Barbara, CA | $500 | 2021 |
| Kappa Alpha Theta FoundationCHARITABLE | Indianapolis, IN | $250 | 2021 |
| John Thomas Dye SchoolCHARITABLE | Los Angeles, CA | $5K | 2020 |
| Good Samaritan HospitalCHARITABLE | Los Angeles, CA | $1K | 2020 |
| Sigma Nu Educational FoundationCHARITABLE | Lexington, VA | $250 | 2020 |
| Phi Beta Kappa SocietyCHARITABLE | Los Angeles, CA | $44 | 2020 |
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