EIN 95-7026070

Nancy E Berry and Letitia P Rees Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1997
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Nancy E Berry and Letitia P Rees Foundation is a private foundation located in Pacific Palisades, CA. Its trustee is Borthwick William H and it primarily funds charitable organizations and causes. The foundation made 14 grants last year to various grantees, including UCLA and others. Its nonprofit type is a private foundation.
Also known as...
Nancy E Barry and Letitia P Rees Foundation; Borthwick William H Ttee
Total revenues
$652,510
2023
Total expenses
$401,628
2023
Total assets
$4,738,035
2023
Num. employees
0
2023

Grants made by Nancy E Berry and Letitia P Rees Foundation

GranteeGrant descriptionAmount
George Washington's Mount Vernon(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
George Washington's Mount Vernon(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
Huntington Library Art Museum and Botanical Gardens(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$35,161
...and 8 more grants made

Personnel at Nancy E Berry and Letitia P Rees Foundation

NameTitleCompensation
William H BorthwickOfficer$0

Financials for Nancy E Berry and Letitia P Rees Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$549,899
Investment income and dividends$39,760
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$62,851
Total revenues$652,510

Form 990s for Nancy E Berry and Letitia P Rees Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-02990PFView PDF
2022-122023-09-03990PFView PDF
2021-122022-05-02990PFView PDF
2020-122021-05-04990PFView PDF
2019-122020-09-11990PRView PDF
...and 8 more Form 990s

Organizations like Nancy E Berry and Letitia P Rees Foundation

OrganizationLocationRevenue
The New-Land FoundationSan Francisco, CA$1,427,345
The WLS Spencer FoundationNew York, NY$1,149,414
Mars FoundationNew York, NY$2,411,701
The Batten FoundationNorfolk, VA$1,819,537
Heineman Foundation for Research EducNew York, NY$2,265,899
Hoehl Family FoundationShelburne, VT$1,684,604
The Roger I and Ruth B MacFarlane FNDNLos Angeles, CA$2,896,948
William M and Ann K Grace FoundationScottsdale, AZ$327,831
Iron County Economic PartnershipIronton, MO$501,068
Marciano Art FoundationBeverly Hills, CA$351,521
Data update history
October 27, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 15, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 9, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 20, 2021
Posted financials
Added Form 990R for fiscal year 2019
November 26, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
1056 Amalfi Dr
Pacific Palisades, CA 90272
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Los Angeles County, CA
Phone
(213) 621-0810
IRS details
EIN
95-7026070
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1997
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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