Nancy E Barry & Letitia P Rees Foundation
1056 AMALFI DR - PACIFIC PALISADES - CA 902724028, California
Latest Filing: 2024
Total Assets: $4.74M
Total Giving: $389,161
Grants: 13
Median Grant: $5,000
NANCY E BARRY & LETITIA P REES FOUNDATION is a active grantmaker that only funds pre-selected organizations, distributing $390K through 13 grants annually.
2024 Summary
$4.74M
Total Assets
$389,161
Funding Awarded
13
Grants Given
$5,000
Median Grant
$209,443
Largest Grant
$44
Smallest Grant
2024 Recipients
| Recipient | Award | Location | Purpose |
|---|---|---|---|
| Mount Vernon Ladies Association Of The Union | $209,443 | Mount Vernon, VIRGINIA | (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 Ladies Association Of The Union | $87,510 | Mount Vernon, VIRGINIA | (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 |
| The Huntington Library | $35,161 | San Marino, CALIFORNIA | (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 |
| The Parish Of St Matthew | $20,623 | Pacific Palisades, CALIFORNIA | (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 |
| Marlborough School | $10,000 | Los Angeles, CALIFORNIA | General Operating Support |
| The John Thomas Dye School | $10,000 | Los Angeles, CALIFORNIA | General Operating Support |
| Harvard Westlake School | $5,000 | Studio City, CALIFORNIA | General Operating Support |
| St Matthews Music Guild | $5,000 | Pacific Palisades, CALIFORNIA | General Operating Support |
| New York School Of Interior Design | $5,000 | New York, NEW YORK | General Operating Support |
| Uc Berkeley | $1,000 | Berkeley, CALIFORNIA | General Operating Support |
| Sigma Nu Educational Foundation Inc | $250 | Lexington, VIRGINIA | General Operating Support |
| The Frick Collection | $130 | New York, NEW YORK | General Operating Support |
| Phi Beta Kappa Foundation | $44 | Washington, DISTRICT OF COLUMBIA | General Operating Support |
$44
$297,203
State
Total
-
VA
Virginia
$297,203 -
CA
California
$86,784 -
NY
New York
$5,130 -
DC
District of Columbia
$44
Contacts
| Name | Phone | Title |
|---|---|---|
| WILLIAM H BORTHWICK | 2136216810 | OFFICER |
| WILLIAM H BORTHWICK | Signing Officer |
Historical Financials
| Year | Total Assets | Total Giving | Grants | Median Grant | Max Grant | Min Grant |
|---|---|---|---|---|---|---|
| 2024 | $4,738,035 | $389,161 | 13 | $5,000 | $209,443 | $44 |
| 2023 | $4,355,688 | $210,465 | 14 | $8,500 | $72,999 | $250 |
| 2022 | $4,453,104 | $1,750 | 3 | $500 | $1,000 | $250 |
| 2021 | $3,901,133 | $17,424 | 7 | $1,000 | $10,000 | $44 |
| 2020 | $4,513,638 | $205,250 | 13 | $15,000 | $55,000 | $250 |
| 2019 | $3,926,547 | $208,500 | 14 | $11,250 | $55,000 | $250 |
| 2018 | $4,605,368 | $211,750 | 15 | $10,000 | $51,000 | $250 |