Nancy E Barry & Letitia P Rees Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Nancy E Barry & Letitia P Rees Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 95-7026070

Foundation Overview

Based in Pacific Palisades, CA, Nancy E Barry & Letitia P Rees Foundation has awarded 145 grants totaling $2,718,852 to organizations in California, Indiana and 4 other states across the US. Individual grants range from $35 to $233,531, with a median award of $7,000.

Latest Tax Year
2024
Total Giving (all years)
$2,718,852
Total Assets
$9,663,205
Median Grant (all grants)
$7,000

Latest Form 990-PF Snapshot

Total Grants
20
Median Grant
$10,873
% Median Grant Growth
+117% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Growth-Minded: 70%

14 of 20 recipients (70%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.

Geographic Focus
California

74% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Los Angeles (52%), Pacific Palisades (13%), Stanford (10%).

Funding Trajectory
+40%

Moderate 40% growth trend over 8 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.

Program Areas
Community Projects + General Purposes

Dual focus on community projects (83%) and general purposes, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Nancy E Barry & Letitia P Rees Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Harvard - Westlake School $14,993 Studio City, CA, US (1) Description: 33 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $6,064 (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: 12/17/2024 (6) Purpose: General Operating Support 2024
Marlborough School $14,993 Los Angeles, CA, US (1) Description: 33 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $6,064 (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: 12/17/2024 (6) Purpose: General Operating Support 2024
The John Thomas Dye School $14,930 Los Angeles, CA, US (1) Description: 33 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $6,063 (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: 12/18/2024 (6) Purpose: General Operating Support 2024
Yale Campaign $2,288 New Haven, CT, US (1) Description: 5 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $919 (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: 12/16/2024 (6) Purpose: General Operating Support 2024
Columbia University $2,288 New York, NY, US (1) Description: 5 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $919 (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: 12/16/2024 (6) Purpose: General Operating Support 2024
Leland Stanford Junior University $6,815 Stanford, CA, US (1) Description: 15 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $2,756 (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: 12/17/2024 (6) Purpose: General Operating Support 2024
Planned Parenthood $233,531 New York, NY, US (1) Description: 514 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $94,444 (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: 12/17/2024 (6) Purpose: General Operating Support 2024
All Saints By The Sea Church $5,000 Santa Barbara, CA, US General Operating Support 2024
Los Angeles Philharmonic Association $5,500 Los Angeles, CA, US General Operating Support 2024
Leland Stanford Junior University $20,000 Stanford, CA, US General Operating Support 2024
Harvard - Westlake School $14,993 Studio City, CA, US (1) Description: 33 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $6,064 (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: 12/17/2024 (6) Purpose: General Operating Support 2024
Marlborough School $14,993 Los Angeles, CA, US (1) Description: 33 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $6,064 (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: 12/17/2024 (6) Purpose: General Operating Support 2024
The John Thomas Dye School $14,930 Los Angeles, CA, US (1) Description: 33 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $6,063 (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: 12/18/2024 (6) Purpose: General Operating Support 2024
Yale Campaign $2,288 New Haven, CT, US (1) Description: 5 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $919 (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: 12/16/2024 (6) Purpose: General Operating Support 2024
Columbia University $2,288 New York, NY, US (1) Description: 5 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $919 (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: 12/16/2024 (6) Purpose: General Operating Support 2024
Leland Stanford Junior University $6,815 Stanford, CA, US (1) Description: 15 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $2,756 (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: 12/17/2024 (6) Purpose: General Operating Support 2024
Planned Parenthood $233,531 New York, NY, US (1) Description: 514 Shares Of Bershire Hathaway Class B Securities (2) Book Value: $94,444 (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: 12/17/2024 (6) Purpose: General Operating Support 2024
All Saints By The Sea Church $5,000 Santa Barbara, CA, US General Operating Support 2024
Los Angeles Philharmonic Association $5,500 Los Angeles, CA, US General Operating Support 2024
Leland Stanford Junior University $20,000 Stanford, CA, US General Operating Support 2024
Harvard - Westlake School $5,000 Studio City, CA, US General Operating Support 2023
Marlborough School $10,000 Los Angeles, CA, US General Operating Support 2023
Sigma Nu Educational Foundation Inc $250 Lexington, VA, US General Operating Support 2023
The Parish Of St Matthew $20,623 Pacific Palisades, CA, US (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 2023
The John Thomas Dye School $10,000 Los Angeles, CA, US General Operating Support 2023
The Huntington Library $35,161 San Marino, CA, US (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 2023
Mount Vernon Ladies Association Of The Union $209,443 Mount Vernon, VA, US (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 2023
Mount Vernon Ladies Association Of The Union $87,510 Mount Vernon, VA, US (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 2023
Phi Beta Kappa Foundation $44 Washington, DC, US General Operating Support 2023
St Matthews Music Guild $5,000 Pacific Palisades, CA, US General Operating Support 2023
The Frick Collection $130 New York, NY, US General Operating Support 2023
Uc Berkeley $1,000 Berkeley, CA, US General Operating Support 2023
New York School Of Interior Design $5,000 New York, NY, US General Operating Support 2023
Harvard - Westlake School $5,000 Studio City, CA, US General Operating Support 2023
Marlborough School $10,000 Los Angeles, CA, US General Operating Support 2023
Sigma Nu Educational Foundation Inc $250 Lexington, VA, US General Operating Support 2023
The Parish Of St Matthew $20,623 Pacific Palisades, CA, US (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 2023
The John Thomas Dye School $10,000 Los Angeles, CA, US General Operating Support 2023
The Huntington Library $35,161 San Marino, CA, US (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 2023
Mount Vernon Ladies Association Of The Union $209,443 Mount Vernon, VA, US (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 2023
Mount Vernon Ladies Association Of The Union $87,510 Mount Vernon, VA, US (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 2023
Phi Beta Kappa Foundation $44 Washington, DC, US General Operating Support 2023
St Matthews Music Guild $5,000 Pacific Palisades, CA, US General Operating Support 2023
The Frick Collection $130 New York, NY, US General Operating Support 2023
Uc Berkeley $1,000 Berkeley, CA, US General Operating Support 2023
New York School Of Interior Design $5,000 New York, NY, US General Operating Support 2023
Friends Of Canterbury Cathedral In The Us $7,000 Washington, DC, US Charitable 2022
Harvard - Westlake School $5,000 Los Angeles, CA, US Charitable 2022
La Philharmonic Association $5,000 Los Angeles, CA, US Charitable 2022
Las Madrinas $10,000 Los Angeles, CA, US Charitable 2022
Marlborough School $20,000 Los Angeles, CA, US Charitable 2022
Santa Barbara Zoological Foundation $950 Santa Barbara, CA, US Charitable 2022
Sigma Nu Educational Foundation Inc $250 Lexington, VA, US Charitable 2022
The Parish Of Saint Matthew $20,420 Pacific Palisades, CA, US Charitable 2022
St Matthew's Music Guild $5,000 Pacific Palisades, CA, US Charitable 2022
The John Thomas Dye School $15,000 Los Angeles, CA, US Charitable 2022
The Library Fund $1,000 Berkeley, CA, US Charitable 2022
Ucla $72,999 Los Angeles, CA, US Charitable 2022
Leland Stanford Juinor University $22,660 Stanford, CA, US Charitable 2022
The Huntington $25,186 San Marino, CA, US Charitable 2022
Friends Of Canterbury Cathedral In The Us $7,000 Washington, DC, US Charitable 2022
Harvard - Westlake School $5,000 Los Angeles, CA, US Charitable 2022
La Philharmonic Association $5,000 Los Angeles, CA, US Charitable 2022
Las Madrinas $10,000 Los Angeles, CA, US Charitable 2022
Marlborough School $20,000 Los Angeles, CA, US Charitable 2022
Santa Barbara Zoological Foundation $950 Santa Barbara, CA, US Charitable 2022
Sigma Nu Educational Foundation Inc $250 Lexington, VA, US Charitable 2022
The Parish Of Saint Matthew $20,420 Pacific Palisades, CA, US Charitable 2022
St Matthew's Music Guild $5,000 Pacific Palisades, CA, US Charitable 2022
The John Thomas Dye School $15,000 Los Angeles, CA, US Charitable 2022
The Library Fund $1,000 Berkeley, CA, US Charitable 2022
Ucla $72,999 Los Angeles, CA, US Charitable 2022
Leland Stanford Juinor University $22,660 Stanford, CA, US Charitable 2022
The Huntington $25,186 San Marino, CA, US Charitable 2022
Friends Of Canterbury Cathedral In The Us $7,000 Washington, DC, US Charitable 2022
Harvard - Westlake School $5,000 Los Angeles, CA, US Charitable 2022
La Philharmonic Association $5,000 Los Angeles, CA, US Charitable 2022
Las Madrinas $10,000 Los Angeles, CA, US Charitable 2022
Marlborough School $20,000 Los Angeles, CA, US Charitable 2022
Santa Barbara Zoological Foundation $950 Santa Barbara, CA, US Charitable 2022
Sigma Nu Educational Foundation Inc $250 Lexington, VA, US Charitable 2022
The Parish Of Saint Matthew $20,420 Pacific Palisades, CA, US Charitable 2022
St Matthew's Music Guild $5,000 Pacific Palisades, CA, US Charitable 2022
The John Thomas Dye School $15,000 Los Angeles, CA, US Charitable 2022
The Library Fund $1,000 Berkeley, CA, US Charitable 2022
Ucla $72,999 Los Angeles, CA, US Charitable 2022
Leland Stanford Juinor University $22,660 Stanford, CA, US Charitable 2022
The Huntington $25,186 San Marino, CA, US Charitable 2022
The Library Foundation $1,000 Los Angeles, CA, US Charitable 2021
Kappa Alpha Theta Foundation $250 Indianapolis, IN, US Charitable 2021
Santa Barbara Foundation $500 Santa Barbara, CA, US Charitable 2021
John Thomas Dye School $5,000 Los Angeles, CA, US Charitable 2020
Sigma Nu Educational Foundation $250 Lexington, VA, US Charitable 2020
The Frick Collection $130 New York, NY, US Charitable 2020
The Library Foundation $1,000 Los Angeles, CA, US Charitable 2020
Phi Beta Kappa Society $44 Los Angeles, CA, US Charitable 2020
Good Samaritan Hospital $1,000 Los Angeles, CA, US Charitable 2020
Las Madrinas $10,000 Los Angeles, CA, US Charitable 2020
Las Madrinas $5,000 Los Angeles, CA, US Charitable 2018
Mt Vernon Ladies Association $30,000 Alexandria, VA, US Charitable 2018
The Huntington $32,500 San Marino, CA, US Charitable 2018
Good Samaritan Hospital $15,500 Los Angeles, CA, US Charitable 2018
Harvard-westlake School $12,500 Los Angeles, CA, US Charitable 2018
Stanford University $20,000 Stanford, CA, US Charitable 2018
The Ucla Foundation $55,000 Los Angeles, CA, US Charitable 2018
The John Thomas Dye School $4,000 Los Angeles, CA, US Charitable 2018
The People Concern $2,500 Los Angeles, CA, US Charitable 2018
Marlborough School $10,000 Los Angeles, CA, US Charitable 2018
St Mathews Music Guild $20,000 Pacific Palisades, CA, US Charitable 2018
Sigma Nu Educational Foundation $250 Lexington, VA, US Charitable 2018
Kappa Alpha Theta Foundation $250 Indianapolis, IN, US Charitable 2018
Doctors Without Borders $1,000 New York, NY, US Charitable 2018
Las Madrinas $6,000 Los Angeles, CA, US Charitable 2017
Mt Vernon Ladies Association $15,000 Alexandria, VA, US Charitable 2017
The Huntington $27,500 San Marino, CA, US Charitable 2017
Good Samaritan Hospital $51,000 Los Angeles, CA, US Charitable 2017
Harvard-westlake School $5,000 Los Angeles, CA, US Charitable 2017
Stanford University $20,000 Stanford, CA, US Charitable 2017
The Ucla Foundation $30,000 Los Angeles, CA, US Charitable 2017
The John Thomas Dye School $8,000 Los Angeles, CA, US Charitable 2017
The Library Fund $1,000 Berkeley, CA, US Charitable 2017
Marlborough School $10,000 Los Angeles, CA, US Charitable 2017
St Mathews Music Guild $17,000 Pacific Palisades, CA, US Charitable 2017
Sigma Nu Educational Foundation $250 Lexington, VA, US Charitable 2017
The League For Children $1,000 Los Angeles, CA, US Charitable 2017
The Nature Conservancy $10,000 Arlington, VA, US Charitable 2017
All Saints By The Sea Episcopal Church $10,000 Santa Barbara, CA, US Charitable 2017
Las Madrinas $5,000 Los Angeles, CA, US Charitable 2016
Mt Vernon Ladies Association $15,000 Alexandria, VA, US Charitable 2016
The Huntington $39,500 San Marino, CA, US Charitable 2016
Good Samaritan Hospital $11,000 Los Angeles, CA, US Charitable 2016
The Parish Of St Matthew $10,500 Pacific Palisades, CA, US Charitable 2016
Harvard-westlake School $5,000 Los Angeles, CA, US Charitable 2016
Stanford University $10,000 Stanford, CA, US Charitable 2016
The Ucla Foundation $30,000 Los Angeles, CA, US Charitable 2016
The Phi Betta Kappa Society $35 Washington, DC, US Charitable 2016
The John Thomas Dye School $3,000 Los Angeles, CA, US Charitable 2016
The Library Fund $1,000 Berkeley, CA, US Charitable 2016
Marlborough School $85,000 Los Angeles, CA, US Charitable 2016
Stanford Law School $10,000 Stanford, CA, US Charitable 2016
St Mathews Music Guild $2,000 Pacific Palisades, CA, US Charitable 2016
Sigma Nu Educational Foundation $250 Lexington, VA, US Charitable 2016
Alzheimers Greater Los Angeles $500 Los Angeles, CA, US Charitable 2016
The League For Children $1,000 Los Angeles, CA, US Charitable 2016
Kappa Alpha Theta Fdn $250 Indianapolis, IN, US Charitable 2016

Foundations Similar to Nancy E Barry & Letitia P Rees Foundation

Discover 5 foundations with comparable assets ($9,665,954-$9,706,669), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 35-2510764 | 57 grants awarded
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median grant
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EIN: 95-4712282 | 174 grants awarded
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EIN: 33-0723110 | 69 grants awarded
$9,690,941
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$5,000
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Same state
100%
Excellent match

EIN: 95-7120701 | 356 grants awarded
$9,705,474
(≈ Similar)
$5,250
median grant
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Same state
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EIN: 27-1357705 | 489 grants awarded
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Contact Information

Official contact details for Nancy E Barry & Letitia P Rees Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 95-7026070
Website N/A
Address 1056 AMALFI DR Pacific Plsds, CA 90272-4028

Key People (5)

Board members, trustees, and key staff who oversee Nancy E Barry & Letitia P Rees Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Thru 10/09/2024 William H Borthwick
Trustee Thru 10/09/2024 Maribeth A Borthwick
Trustee Claire E Borthwick
Trustee Katharine M Borthwick
Trustee William H Borthwick Jr

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Nancy E Barry & Letitia P Rees Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

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Research Applications

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Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.