Leo E and Helen H Reese Trust
Leo E and Helen H Reese Trust is a private foundation, based in Charleston, SC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $63K in total assets. In 2025, it awarded 8 grants totaling $8K. Net investment income was $7K.
Key facts about Leo E and Helen H Reese Trust
In short: Leo E and Helen H Reese Trust gave $8K across 8 grants in 2025 (avg $968.75), mostly in South Carolina. Source: 2025 IRS Form 990-PF.
- EIN
- 58-2026291
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $7,750
- Grants made (2025)
- 8
- Average grant
- $969
- Median grant
- $975
- Total assets
- $62,523
- Primary geography
- South Carolina (81% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$63K
-3.6% YoY
Annual Giving
$8K
+55.0% YoY
Grant Count
8
+14.3% YoY
Avg Grant Size
$968.75
+35.6% YoY
Under IRS private-foundation payout rules, Leo E and Helen H Reese Trust reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
How Leo E and Helen H Reese Trust gives
- Giving held roughly steady from 2022 to 2025 (+17%). Method
- In 2025 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5K (2024) to $10K (2023). In 2025 it made 8 grants totaling $8K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Yaschick Arnold Jewish Studies Prorgram ($3K). Together the top 8 received $8K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 38 grants of 38 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Yaschick Arnold Jewish Studies Prorgram Charleston, SC | Standar Operations | $2,500 |
| Jewish Family Services Charleston, SC | Standard Operations | $1,250 |
| ML4 Foundation Charleston, SC | Standard Operations | $1,250 |
| Enanu-El Charleston, SC | Standard Operations | $1,000 |
| Rescue Mission of Middle GA Macon, GA | Standard Operations | $950 |
| Ebony City Soccer Club Charleston, SC | Standard Operations | $300 |
| National Ms Society Raleigh, NC | Standard Operations | $250 |
| Shriner's Hospital for Children Tampa, FL | Standard Operations | $250 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $62,523 | $64,861 | $64,622 |
| Revenue | $7,096 | $6,791 | $7,030 |
| Expenses | $9,434 | $6,552 | $11,686 |
| Qualifying Distributions | $7,750 | $5,000 | $11,102 |
| Net Investment Income | $7,096 | $5,440 | $5,730 |
| Distributable Amount | $9,081 | $8,400 | $7,812 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 29, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Leo E and Helen H Reese Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Erica R. Rabhan
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Jean Reese Rovner
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Ronald Lee Reese
Trustee
On filings since 2020
2 hrs/week
No compensation reported
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.
Frequently asked questions about Leo E and Helen H Reese Trust
How much does Leo E and Helen H Reese Trust give each year?
Leo E and Helen H Reese Trust gave $8K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 7 grants.
What is Leo E and Helen H Reese Trust's typical grant size?
Leo E and Helen H Reese Trust's median grant in 2025 was $975, and its average grant was $969, across 8 grants on its 2025 IRS Form 990-PF.
Where does Leo E and Helen H Reese Trust give grants?
Leo E and Helen H Reese Trust gives mostly in South Carolina: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Georgia (12%). The most frequent recipient cities were Charleston, SC (5 grants).
Does Leo E and Helen H Reese Trust give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on Leo E and Helen H Reese Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Standard Operations" (7 grants).
Who are Leo E and Helen H Reese Trust's largest grantees?
Leo E and Helen H Reese Trust's largest 2025 grantees include Yaschick Arnold Jewish Studies Prorgram ($2,500), Jewish Family Services ($1,250) and ML4 Foundation ($1,250), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.
How large is Leo E and Helen H Reese Trust?
Leo E and Helen H Reese Trust reported $63K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Leo E and Helen H Reese Trust's EIN?
Leo E and Helen H Reese Trust's EIN (Employer Identification Number) is 58-2026291. 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.
Here's the math on researching Leo E and Helen H Reese Trust by hand.
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