John Nesbit Rees & Sarah Henne Rees Charitable Fou

Foundation · Grantmaker Titusville, PA EIN: 25-6264847
Arts and culturePerforming artsHistorical activitiesHistoric preservationEducation

The John Nesbit Rees & Sarah Henne Rees Charitable Fou is a private foundation based in Titusville, Pennsylvania. Its 2025 filing lists grants to organizations in Pennsylvania, including recipients in Titusville and other communities.

Key facts about John Nesbit Rees & Sarah Henne Rees Charitable Fou

In short: John Nesbit Rees & Sarah Henne Rees Charitable Fou gave $917K across 27 grants in 2025 (avg $34K), mostly in Pennsylvania. 4% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
25-6264847
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$917,265
Grants made (2025)
27
Average grant
$33,973
Median grant
$20,000
New grantees (estimate)
4% first-time grantees (1 of 24, 2025)
Total assets
$25,620,838
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)
How to apply
Applicants are asked to send Barbara Smith a letter stating the requested amount and intended use of the funds, along with proof of nonprofit status and financial statements. Full details ↓
Deadline
None; decisions are made monthly.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$25.6M

+16.5% YoY

Annual Giving

$917K

-4.9% YoY

Grant Count

27

+8.0% YoY

Avg Grant Size

$34K

-12.0% YoY

Under IRS private-foundation payout rules, John Nesbit Rees & Sarah Henne Rees Charitable Fou reported a distributable amount of $1.1M for 2025 — the minimum it must pay out in qualifying distributions.

Is John Nesbit Rees & Sarah Henne Rees Charitable Fou open to new grantees?

4%

first-time grantees, 2025

In 2025, 1 of 24 grantees (4%) were first-time recipients. First grants averaged $5K; repeat grants $39K. How we count

Medians: $5K first-time, $21K repeat.

  • 83% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+3%). Method
  • In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants supported activities including scholarships, facility upgrades, after-school programming, education and training, cultural programming, tree planting and maintenance, and capital improvements.

Among the grantees, the University of Pittsburgh describes itself as a public research university and a leader in education and research. Friends of Drake Well says it supports the operation of Drake Well Museum and Park and Historic Pithole City, including educational programming. Boy Scouts of America describes its mission as preparing young people to make ethical and moral choices.

Grantmaking

In 2025, the foundation awarded 27 grants totaling $917,265. Grant amounts ranged from $1,000 to $150,000, with a median grant of $20,000. It awarded 25 grants totaling $964,930 in 2024 and 23 grants totaling $898,805 in 2023.

Review Cycle

** None; decisions are made monthly.

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Geographic Focus

Where this funder awards grants

The foundation states that most grants go to entities serving Titusville, Pennsylvania, and the surrounding area. All grant dollars listed for 2025 went to recipients in Pennsylvania.

Grant Distribution by State

3states

Share of all 27 itemized 2025 grant dollars.

Cities

TitusvilleEriePittsburghFranklinOil CityPolkMeadvilleNew YorkNewportPleasantvilleSpartansburgTownvilleWarren

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M28 grants202029 grants202125 grants202223 grants202325 grants202427 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

University of Pittsburgh: $217K across 2 grantsUniversity of Pittsburgh$217K · 2 grantsTitusville Area Health Center Found: $125KTitusville Area Health CenterFound$125KTitusville YMCA: $80KTitusville YMCA$80KFriends of Drake Well: $65KFriends of Drake Well$65KWQLN: $65KWQLN$65KTitusville YWCA: $45KTitusville YWCA$45KTitusville Shade Tree Commission: $40KTitusville Shade TreeCommission$40KBenson Memorial Library: $35KBenson Memorial Library$35KBarrow Civic Theatre: $30KBarrow Civic Theatre$30KTitusville Area United Way: $26KTitusville Area United Way$26K

Grant Size Distribution

129 grants across all recorded years

98<$50K18$50–100K13$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UNIVERSITY OF PITTSBURGH Pittsburgh, PASCHOLARSHIPS$150,000
TITUSVILLE AREA HEALTH CENTER FOUND Titusville, PAFACILITY UPGRADES$125,000
TITUSVILLE YMCA Titusville, PAAFTER SCHOOL PROGRAMMING$80,000
UNIVERSITY OF PITTSBURGH Titusville, PAEDUCATION AND TRAINING HUB$66,667
FRIENDS OF DRAKE WELL Titusville, PAPROGRAMMING$65,000
WQLN Erie, PAPROGRAMMING$65,000
TITUSVILLE YWCA Titusville, PAPROGRAMMING AND CAPITAL IMPROVEMENTS$45,000
TITUSVILLE SHADE TREE COMMISSION Titusville, PATREE PLANTING AND MAINTENANCE$40,000
BENSON MEMORIAL LIBRARY Titusville, PACAPITAL IMPROVEMENTS$35,000
BARROW CIVIC THEATRE Franklin, PAPROGRAMMING$30,000

Financial History

Multi-year comparison from IRS filings

Filing year Grants awarded Number of grants
2025 $917,265 27
2024 $964,930 25
2023 $898,805 23
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M202020212022202320242025
Metric202520242023
Total Assets$25,620,838$21,982,889$19,623,519
Revenue$2,629,114$1,440,099$1,103,845
Expenses$1,169,600$1,205,788$1,124,877
Qualifying Distributions$1,013,337$1,054,236$987,189
Net Investment Income$2,472,967$1,288,779$966,389
Distributable Amount$1,125,745$1,049,016$904,897

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 18, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 20, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 26, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists James Y. Roeder and Barbara L. Smith as trustees.

John Nesbit Rees & Sarah Henne Rees Charitable Fou's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Barbara L. Smith

    Trustee

    On filings since 2020

    12 hrs/week

    $31K (2020) → $36K (2025)

  • James Y. Roeder

    Trustee

    On filings since 2021

    12 hrs/week

    $32K (2022) → $36K (2025)

Former officers (1)
  • Former: Richard W. Roeder (2020) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

James Y Roeder — Trustee: $36KJames Y RoederTrustee$36KBarbara L Smith — Trustee: $36KBarbara L SmithTrustee$36K

Contact

Application contact: Applications To Barbara Smith
Mailing address: PO Box 325, Titusville, PA 16354
Phone: (814) 827-1040
Email: jroeder.nwas@zoominternet.net

Frequently asked questions about John Nesbit Rees & Sarah Henne Rees Charitable Fou

How much does John Nesbit Rees & Sarah Henne Rees Charitable Fou give each year?

John Nesbit Rees & Sarah Henne Rees Charitable Fou gave $917K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $965K across 25 grants.

What is John Nesbit Rees & Sarah Henne Rees Charitable Fou's typical grant size?

John Nesbit Rees & Sarah Henne Rees Charitable Fou's median grant in 2025 was $20,000, and its average grant was $33,973, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from John Nesbit Rees & Sarah Henne Rees Charitable Fou that year got $5K on average.

Where does John Nesbit Rees & Sarah Henne Rees Charitable Fou give grants?

John Nesbit Rees & Sarah Henne Rees Charitable Fou gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Titusville, PA (18 grants), Erie, PA (3 grants), Pittsburgh, PA (2 grants) and Franklin, PA (2 grants).

Does John Nesbit Rees & Sarah Henne Rees Charitable Fou give general operating support?

Not in 2025: none of the 27 grants with a stated purpose on John Nesbit Rees & Sarah Henne Rees Charitable Fou's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Programming" (9 grants) and "Capital Improvements and Programming" (3 grants).

Who are John Nesbit Rees & Sarah Henne Rees Charitable Fou's largest grantees?

John Nesbit Rees & Sarah Henne Rees Charitable Fou's largest 2025 grantees include University of Pittsburgh ($216,667 across 2 grants), Titusville Area Health Center Found ($125,000) and Titusville YMCA ($80,000), according to its 2025 IRS Form 990-PF. Together they received 46% of its itemized 2025 grant dollars.

How large is John Nesbit Rees & Sarah Henne Rees Charitable Fou?

John Nesbit Rees & Sarah Henne Rees Charitable Fou reported $25.6M in total assets on its 2025 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $1.1M (roughly 5% of its investment assets).

What does John Nesbit Rees & Sarah Henne Rees Charitable Fou fund?

No mission statement for the foundation is provided. Its 2025 grants supported activities including scholarships, facility upgrades, after-school programming, education and training, cultural programming, tree planting and maintenance, and capital improvements. Among the grantees, the University of Pittsburgh describes itself as a public research university and a leader in education and research. Friends of Drake Well says it supports the operation of Drake Well Museum and Park and Historic Pit…

How do I apply for a grant from John Nesbit Rees & Sarah Henne Rees Charitable Fou?

Applicants are asked to send Barbara Smith a letter stating the requested amount and intended use of the funds, along with proof of nonprofit status and financial statements. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is John Nesbit Rees & Sarah Henne Rees Charitable Fou's EIN?

John Nesbit Rees & Sarah Henne Rees Charitable Fou's EIN (Employer Identification Number) is 25-6264847. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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