Paul J And Martha N Rees Charitable Trust Ua 08312005 is a private trust based in WINCHESTER, VA. The foundation received its IRS ruling in 2006. It holds total assets of $6.8M. Annual income is reported at $3M. The foundation operates in the area of philanthropy & grantmaking. According to available records, Paul J And Martha N Rees Charitable Trust Ua 08312005 has made 37 grants totaling $828K, with a median grant of $24K. Annual giving has grown from $30K in 2020 to $383K in 2022. Grantmaking activity was highest in 2021 with $416K distributed across 19 grants. Individual grants have ranged from $5K to $51K, with an average award of $22K. The foundation has supported 26 unique organizations. The foundation primarily supports organizations in Virginia, New York, Pennsylvania, which account for 62% of all grants. Grantmaking reaches organizations across 9 states. Contributions to this foundation are tax-deductible.
Paul J And Martha N Rees Charitable Trust Ua 08312005 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 37 grants. Its grantmaking reaches organizations primarily in VA, NY, PA.
Paul J And Martha N Rees Charitable Trust Ua 08312005 has distributed a total of $828K across 37 grants. The median grant size is $24K, with an average of $22K. Individual grants have ranged from $5K to $51K.
Paul J And Martha N Rees Charitable Trust Ua 08312005 typically selects its grantees rather than accepting unsolicited proposals.
Paul J And Martha N Rees Charitable Trust Ua 08312005 is headquartered in WINCHESTER, VA. While based in VA, the foundation distributes grants to organizations across 9 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Truist Bank | FORMER TRUSTEE | $37K | $0 | $37K |
| Thomas W Neubert | PRIMARY TRUSTEE | $0 | $0 | $0 |
| Barbara Neubert Pascua | TRUSTEE | $0 | $0 | $0 |
| Virginia Ann Lucatelli | TRUSTEE | $0 | $0 | $0 |
| Gerald V Neubert | TRUSTEE | $0 | $0 | $0 |
Total Giving
$453K
Total Assets
$7.1M
Fair Market Value
$8.9M
Net Worth
$7.1M
Grants Paid
$407K
Contributions
$0
Net Investment Income
$338K
Distribution Amount
$421K
Total: $5.2M
Total Grants
37
Total Giving
$828K
Average Grant
$22K
Median Grant
$24K
Unique Recipients
26
Most Common Grant
$25K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Community Foundation OfGENERAL OPERATING | Winchester, VA | $30K | 2021 |
| Little Sisters Of The PoorGENERAL OPERATING | Henrico, VA | $25K | 2021 |
| Eternal Word Television Network IncGENERAL OPERATING | Irondale, AL | $49K | 2022 |
| Elk County Catholic School SystemGENERAL OPERATING | St Marys, PA | $49K | 2022 |
| St Bonaventure UniversityGENERAL OPERATING |
| Mary Lee Eberl Evans |
| TRUSTEE |
| $0 |
| $0 |
| $0 |
| 2019 | 990PF | View |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| St Bonaventure, NY |
| $37K |
| 2022 |
| University Of Detroit MercyGENERAL OPERATING | Detroit, MI | $24K | 2022 |
| D'Youville CollegeGENERAL OPERATING | Buffalo, NY | $24K | 2022 |
| St Joseph'S Home For The AgedGENERAL OPERATING | Henroco, VA | $24K | 2022 |
| Catholic Diocese Of ArlingtonGENERAL OPERATING | Arlington, VA | $24K | 2022 |
| Franciscan Church And MonasteryGENERAL OPERATING | Washington, DC | $24K | 2022 |
| Sacred Heart Of Jesus Catholic ChurchGENERAL OPERATING | Winchester, VA | $24K | 2022 |
| Niagara UniversityGENERAL OPERATING | Niagara University, NY | $24K | 2022 |
| St Mary'S Catholic Church And SchoolGENERAL OPERATING | Saint Marys, PA | $13K | 2022 |
| The Amyotropphic Lateral Sclerosis AssocGENERAL OPERATING | Washington, DC | $13K | 2022 |
| American Heart AssociationGENERAL OPERATING | St Petersburg, FL | $13K | 2022 |
| Earlham CollegeGENERAL OPERATING | Richmond, IN | $12K | 2022 |
| Macalester CollegeGENERAL OPERATING | Saint Paul, MN | $12K | 2022 |
| Archbishop Stepinac High SchoolGENERAL OPERATING | White Plains, NY | $12K | 2022 |
| Sacred Heart Of Jesus CatholicGENERAL OPERATING | Winchester, VA | $25K | 2021 |
| D Youville CollegeGENERAL OPERATING | Buffalo, NY | $25K | 2021 |
| Als AssociationGENERAL OPERATING | Washington, DC | $14K | 2021 |
| St Marys ChurchGENERAL OPERATING | Saint Marys, PA | $14K | 2021 |
| Stepinac High School Foundation IncGENERAL OPERATING | White Plains, NY | $13K | 2021 |
| Shenandoah Area Agency On AgingGENERAL OPERATING | Winchester, VA | $10K | 2021 |
| Wildlife FundGENERAL OPERATING | Winchester, VA | $5K | 2021 |
| Blue Ridge Wildlife CenterGENERAL | Boyce, VA | $5K | 2020 |
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