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 2024. As of 2024, the organization holds $65K in total assets. In 2024, it awarded 7 grants totaling $5K. Net investment income was $5K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$65K
+0.4% YoY
Annual Giving
$5K
-48.7% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$714.286
-41.4% YoY
Under IRS private-foundation payout rules, Leo E and Helen H Reese Trust reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.
About Leo E and Helen H Reese Trust
Based on IRS filings
Leo E and Helen H Reese Trust is a private foundation, based in CHARLESTON, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $65K in total assets. In 2024, it awarded 7 grants totaling $5K. Net investment income was $5K.
Ready to take the next step with Leo E and Helen H Reese Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $64,861 | $64,622 | $69,278 |
| Revenue | $6,791 | $7,030 | $7,103 |
| Expenses | $6,552 | $11,686 | $10,094 |
| Qualifying Distributions | $5,000 | $11,102 | $10,094 |
| Net Investment Income | $5,440 | $5,730 | $3,609 |
| Distributable Amount | $8,400 | $7,812 | $9,061 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Family Service ($1,250), Ml4 Foundation ($1,250), Rescue Mission of Middle Georgia ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH FAMILY SERVICE CHARLESTON, SC | STANDARD OPERATIONS | $1,250 |
| RESCUE MISSION OF MIDDLE GEORGIA MACON, GA | STANDARD OPERATION | $1,000 |
| CHARITY VEST INC ATLANTA, GA | STANDARD OPERATIONS | $750 |
| SHRINERS HOSPITAL FOR CHILDREN TAMPA, FL | STANDARD OPERATIONS | $250 |
| RED CROSS MACON, GA | STANDARD OPERATIONS | $250 |
| ML4 FOUNDATION ATLANTA, GA | STANDARD OPERRATIONS | $1,250 |
| NATIONAL MS SOCIETY RALEIGH, NC | STANDARD OPERATIONS | $250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RONALD LEE REESE | TRUSTEE | 2 | — |
| ERICA R RABHAN | TRUSTEE | 2 | — |
| JEAN REESE ROVNER | TRUSTEE | 2 | — |
Frequently Asked Questions
How large is Leo E and Helen H Reese Trust?
As of 2024, Leo E and Helen H Reese Trust holds $65K in total assets with $7K in annual revenue. It awarded 7 grants totaling $5K in 2024.
Where does Leo E and Helen H Reese Trust operate?
Leo E and Helen H Reese Trust has awarded grants in District of Columbia, Florida, Georgia, Illinois, Massachusetts, North Carolina, South Carolina.
What size grants does Leo E and Helen H Reese Trust award?
In 2024, Leo E and Helen H Reese Trust awarded 7 grants totaling $5K — an average of about $714.286 per grant, based on its IRS Form 990 filings.
How much is Leo E and Helen H Reese Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Leo E and Helen H Reese Trust reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Leo E and Helen H Reese Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.