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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. Total assets have grown from $162K in 2011 to $4.7M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in California, Virginia and New York. 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 N/A 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.
Smallest Grant
N/A
Median Grant
$1K
Average Grant
$2K
Largest Grant
$10K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
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 N/A 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 | N/A |
| Maribeth A Borthwick | officer | $0 | $0 | N/A |
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 |
|---|---|---|---|
| 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 |
| 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 |
| New York School Of Interior Designgeneral operating support | New York, NY | $5K | 2023 |
| St Matthews Music Guildgeneral operating support | Pacific Palisades, CA | $5K | 2023 |
| Harvard - Westlake Schoolgeneral operating support | Studio City, CA | $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 | N/A | 2023 |
| UclaCHARITABLE | Los Angeles, CA | $73K | 2022 |
| 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 |
| La Philharmonic AssociationCHARITABLE | Los Angeles, CA | $5K | 2022 |
| St Matthew'S Music GuildCHARITABLE | Pacific Palisades, 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 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA