Private Foundation

NANCY E BARRY & LETITIA P REES FOUNDATION

NANCY E BARRY & LETITIA P REES FOUNDATION is a private foundation categorized as Private Foundation based in PACIFIC PALISADES, CA. Its most recent IRS filing (2024) reports revenue of $169K, expenses of $328K, total assets of $4.8M. Imperigo tracks 89 reported grants from this foundation totaling approximately $1.6M.

EIN: 957026070 PACIFIC PALISADES, CA Latest filing: 2024

Total Revenue$169K

Total Expenses$328K

Total Assets$4.8M

Grants Given89

Grant Total$1.6M

Filing Years2020–2024

Sample Grants Given

PLANNED PARENTHOOD

NEW YORK, NY · 2024

(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

$233,531

LELAND STANFORD JUNIOR UNIVERSITY

STANFORD, CA · 2024

GENERAL OPERATING SUPPORT

$20,000

MARLBOROUGH SCHOOL

LOS ANGELES, CA · 2024

(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

$14,993

HARVARD - WESTLAKE SCHOOL

STUDIO CITY, CA · 2024

$14,993

THE JOHN THOMAS DYE SCHOOL

LOS ANGELES, CA · 2024

(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

$14,930

Showing up to 5 of 89 total records — full history available with membership.

Officers & Directors

TRUSTEE Claire E Borthwick

TRUSTEE Katharine M Borthwick

TRUSTEE THRU 10/09/2024 Maribeth A Borthwick

TRUSTEE THRU 10/09/2024 William H Borthwick

TRUSTEE William H Borthwick Jr

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE

$855,139 66 grants

$233,531 1 grant

(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

$209,443 1 grant

(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

$87,510 1 grant

general operating support

$36,424 9 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$169K	$328K	$4.8M
2023	$653K	$402K	$4.7M
2022	$334K	$223K	$4.4M
2021	$568K	$16K	$4.5M
2020	$130K	$56K	$3.9M

Between 2020 and 2024, reported annual revenue grew from $130K to $169K (+30%), with total assets most recently reported at $4.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CT, DC, IN, NY, VA.

CACTDCINNYVA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for NANCY E BARRY & LETITIA P REES FOUNDATION

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports