GrantExec

Nancy E Barry & Letitia P Rees Foundation

EIN: 957026070
Does Not Accept Applications
Total Assets
$4.7M
Key Financial Metrics (2024)

Total Giving

$389K

Number of Grants

13

Median Grant

$5K

Grant Range

$44 - $209K

Historical Giving Trends
YearAssetsTotal Giving# GrantsMedian Grant
2024$4.7M$389K13$5K
2023$4.4M$210K14$9K
2022$4.5M$2K3$500
2021$3.9M$17K7$1K
2020$4.5M$205K13$15K
Recent Grant Recipients

HARVARD - WESTLAKE SCHOOL

general operating support

3700 COLDWATER CANYON - STUDIO CITY - CA 91604 β€’ 2023

$5K

MARLBOROUGH SCHOOL

general operating support

250 SOUTH ROSSMORE AVE - LOS ANGELES - CA 90004 β€’ 2023

$10K

SIGMA NU EDUCATIONAL FOUNDATION INC

general operating support

po BOX 1869 - LEXINGTON - VA 24450 β€’ 2023

$250

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

1031 BIENVENEDA AVE - PACIFIC PALISADES - CA 90272 β€’ 2023

$21K

THE JOHN THOMAS DYE SCHOOL

general operating support

11414 CHALON ROAD - LOS ANGELES - CA 90049 β€’ 2023

$10K

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

1151 Oxford Road - San Marino - CA 91108 β€’ 2023

$35K

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

3200 MOUNT VERNON MEMORIAL HIGHWAY - MOUNT VERNON - VA 22121 β€’ 2023

$209K

MOUNT VERNON LADIES ASSOCIATION OF THE UNION

(1) DESCRIPTION: 2,775 SHARES BYD COMPANY LIMITED SECURITIES (2) BOOK VALUE: $89,771 (3) METHOD USED TO DETERMINE BOOK VALUE: PURCHASE PRICE. (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: 11/07/2023 (6) PURPOSE: GENERAL OPERATING SUPPORT

3200 MOUNT VERNON MEMORIAL HIGHWAY - MOUNT VERNON - VA 22121 β€’ 2023

$88K

PHI BETA KAPPA FOUNDATION

general operating support

1606 NEW HAMPSHIRE AVE NW - WASHINGTON - DC 20009 β€’ 2023

$44

ST MATTHEWS MUSIC GUILD

general operating support

1031 BIENVENEDA AVE - PACIFIC PALISADES - CA 90272 β€’ 2023

$5K

Quick Facts

Location

California

Return Type

990PF

Most Recent Filing

2024

Annual Expenses

$402K

Giving Rate

8.2% of assets

Application Policy

Accepts Applications

No - Invite Only