Nancy E Barry & Letitia P Rees Foundation
EIN 957026070Total Given 2016–2024
$1.6M
94 grants · $176K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$6K
typical small grants · $1K–$17K
grant size
38%
supporter · 19/50 multi-year
repeat
$9.7M
Assets (2024)
50
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(213) 621-0810
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $229K | $3.4M | $265K | 18 |
| 2017 | $212K | $5.3M | $1.1M | 15 |
| 2018 | $208K | $4.5M | $163K | 14 |
| 2020 | $17K | $5.2M | $130K | 7 |
| 2021 | $2K | $7.0M | $568K | 3 |
| 2022 | $210K | $6.2M | $334K | 14 |
| 2023 | $389K | $7.5M | $653K | 13 |
| 2024 | $320K | $9.7M | $169K | 10 |
Grant Size Distribution
Based on 94 grants on record
Minimum
$35
25th Pctl
$1K
Median
$6K
Average
$17K
75th Pctl
$17K
Maximum
$234K
Geographic Distribution
Officers & Directors
WB
William H Borthwick Jr
Trustee
KB
Katharine M Borthwick
Trustee
CB
Claire E Borthwick
Trustee
MB
Maribeth a Borthwick
Trustee Thru 10/09/2024
WB
William H Borthwick
Trustee Thru 10/09/2024
MB
Maribeth a Borthwick
officer
WB
William H Borthwick
officer
WB
William H Borthwick
As Needed
MB
Maribeth a Borthwick
As Needed
MB
Maribeth a Borthwick
As Needed
WB
William H Borthwick
As Needed
MB
Maribeth a Borthwick
As Needed
WB
William H Borthwick
As Needed
MB
Maribeth a Borthwick
As Needed
WB
William H Borthwick
As Needed
WB
William H Borthwick
As Needed
MB
Maribeth a Borthwick
As Needed
MB
Maribeth a Borthwick
As Needed
WB
William H Borthwick
As Needed
Grants Awarded (94 total)
| Purpose | ||||
|---|---|---|---|---|
| Planned Parenthood | New York, NY | $233,531 | (1) DESCRIPTION: 514 SHARES OF BERSHIRE HATHAWAY CLASS B SECURITIES (2) BOOK VALUE: $94,444 (3) METHOD USED TO... | 2024 |
| Mount Vernon Ladies Association of the Union | Mount Vernon, VA | $209,443 | (1) DESCRIPTION: 580 SHARES BERKSHIRE HATHAWAY INC. CL B SECURITIES (2) BOOK VALUE: $106,475 (3) METHOD USED TO... | 2023 |
| Mount Vernon Ladies Association of the Union | Mount Vernon, VA | $87,510 | (1) DESCRIPTION: 2,775 SHARES BYD COMPANY LIMITED SECURITIES (2) BOOK VALUE: $89,771 (3) METHOD USED TO DETERMINE... | 2023 |
| Marlborough School | Los Angeles, CA | $85,000 | CHARITABLE | 2016 |
| Ucla | Los Angeles, CA | $72,999 | CHARITABLE | 2022 |
| The Ucla Foundation | Los Angeles, CA | $55,000 | CHARITABLE | 2018 |
| Good Samaritan Hospital | Los Angeles, CA | $51,000 | CHARITABLE | 2017 |
| The Huntington | San Marino, CA | $39,500 | CHARITABLE | 2016 |
| The Huntington Library | San Marino, CA | $35,161 | (1) DESCRIPTION: 104 SHARES BERKSHIRE HATHAWAY INC. CL B SECURITIES (2) BOOK VALUE: $15,775 (3) METHOD USED TO... | 2023 |
| The Huntington | San Marino, CA | $32,500 | CHARITABLE | 2018 |
| The Ucla Foundation | Los Angeles, CA | $30,000 | CHARITABLE | 2016 |
| The Ucla Foundation | Los Angeles, CA | $30,000 | CHARITABLE | 2017 |
| Mt Vernon Ladies Association | Alexandria, VA | $30,000 | CHARITABLE | 2018 |
| The Huntington | San Marino, CA | $27,500 | CHARITABLE | 2017 |
| The Huntington | San Marino, CA | $25,186 | CHARITABLE | 2022 |
| Leland Stanford Juinor University | Stanford, CA | $22,660 | CHARITABLE | 2022 |
| The Parish of St Matthew | Pacific Palisades, CA | $20,623 | (1) DESCRIPTION: 61 SHARES BERKSHIRE HATHAWAY INC. CL B SECURITIES (2) BOOK VALUE: $9,252 (3) METHOD USED TO... | 2023 |
| The Parish of Saint Matthew | Pacific Palisades, CA | $20,420 | CHARITABLE | 2022 |
| Marlborough School | Los Angeles, CA | $20,000 | CHARITABLE | 2022 |
| Leland Stanford Junior University | Stanford, CA | $20,000 | GENERAL OPERATING SUPPORT | 2024 |
| Stanford University | Stanford, CA | $20,000 | CHARITABLE | 2017 |
| Stanford University | Stanford, CA | $20,000 | CHARITABLE | 2018 |
| St Mathews Music Guild | Pacific Palisades, CA | $20,000 | CHARITABLE | 2018 |
| St Mathews Music Guild | Pacific Palisades, CA | $17,000 | CHARITABLE | 2017 |
| Good Samaritan Hospital | Los Angeles, CA | $15,500 | CHARITABLE | 2018 |