Nancy E Barry & Letitia P Rees Foundation
The Nancy E Barry & Letitia P Rees Foundation is a private foundation based in Pacific Palisades, California. Its 2025 filing reports 18 grants totaling $469,339 to charitable organizations and individual recipients.
Nancy E Barry & Letitia P Rees Foundation at a glance
In short: Nancy E Barry & Letitia P Rees Foundation gave $469K across 18 grants in 2025 (avg $26K), mostly in California. 50% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $469,339
- +46.5% vs 2024
- Grants made (2025)
- 18
- +80.0% vs 2024
- Average grant
- $26,074
- -18.6% vs 2024
- Median grant
- $22,551
- Total assets
- $4,607,693
- -3.0% vs 2024
- New grantees (estimate)
- 50% first-time grantees (6 of 12, 2025; small sample)
- Primary geography
- California (61% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Nancy E Barry & Letitia P Rees Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: 1056 Amalfi Dr, Pacific Palisades, CA 90272-4028
Phone: (213) 621-0810
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Nancy E Barry & Letitia P Rees Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Steadfast LA Foundation ($75K). Together the top 10 received $260K.
Organizations only. It also paid 7 grants to individuals ($207,153), which are not listed by name.
Grant Size Distribution
58 grants across all recorded years
The most common grant size was under $50K: 52 grants of 58 (90%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that grant dollars went to recipients in California (61%), New York (22%), Texas (16%), and Connecticut (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
Cities
Is Nancy E Barry & Letitia P Rees Foundation open to new grantees?
50%
first-time grantees, 2025
In 2025, 6 of 12 grantees (50%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $29K; repeat grants $49K. How we count
Medians: $25K first-time, $20K repeat.
- 42% of 2025 grantees were also funded in 2024. Method
- Giving grew 123% from 2022 to 2025. Method
- In 2025 it paid out 159% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2K (2021) to $469K (2025). In 2025 it made 18 grants totaling $469K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 7 grants to individuals Recipients not named | — | $207,153 |
| Steadfast LA Foundation Houston, TX | (1) description: 150 shares of bershire hathaway class b securities (2) book value: $41,276 (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: 12/08/2025 (6) purpose: general operating support | $74,519 |
| KCRW Santa Monica, CA | (1) description: 50 shares of bershire hathaway class b securities (2) book value: $9,187 (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: 11/19/2025 (6) purpose: general operating support | $24,995 |
| Chla Los Angeles, CA | (1) description: 50 shares of bershire hathaway class b securities (2) book value: $13,759 (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: 11/19/2025 (6) purpose: general operating support | $24,995 |
| The Huntington Sanmarino, CA | (1) description: 50 shares of bershire hathaway class b securities (2) book value: $13,759 (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: 11/19/2025 (6) purpose: general operating support | $24,995 |
| ALLIANCE FOR CHILDREN's RIGHTS Los Angeles, CA | (1) description: 50 shares of bershire hathaway class b securities (2) book value: $13,759 (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: 11/19/2025 (6) purpose: general operating support | $24,995 |
| Harvard - Westlake School Studio City, CA | (1) description: 41 shares of bershire hathaway class b securities (2) book value: $7,533 (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: 11/06/2025 (6) purpose: general operating support | $20,106 |
| Marlborough School Los Angeles, CA | (1) description: 41 shares of bershire hathaway class b securities (2) book value: $7,533 (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: 11/06/2025 (6) purpose: general operating support | $20,106 |
| The John Thomas Dye School Los Angeles, CA | (1) description: 41 shares of bershire hathaway class b securities (2) book value: $7,533 (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: 11/06/2025 (6) purpose: general operating support | $20,106 |
| The People Concern Los Angeles, CA | (1) description: 25 shares of bershire hathaway class b securities (2) book value: $6,879 (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: 11/19/2025 (6) purpose: general operating support | $12,498 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,607,693 | $115,798 | $475,991 | $469,339 | 18 | $472,149 | $114,159 | $296,598 |
| 2024 | $4,751,975 | $169,480 | $328,149 | $320,338 | 10 | $325,296 | $166,727 | $462,330 |
| 2023 | $4,738,035 | $652,510 | $401,628 | $389,161 | 13 | $391,330 | $100,633 | $332,516 |
| 2022 | $4,355,688 | $333,654 | $222,803 | $210,465 | 14 | $210,515 | $321,366 | $385,787 |
| 2021 | $4,453,104 | $567,624 | $15,653 | $1,750 | 3 | $1,750 | $133,171 | $338,299 |
| 2020 | $3,901,133 | $130,117 | $55,857 | $17,424 | 7 | — | $90,573 | $242,586 |
| 2019 | $4,513,638 | $1,162,333 | $222,199 | $205,250 | 13 | — | $1,145,384 | $105,337 |
Under IRS private-foundation payout rules, Nancy E Barry & Letitia P Rees Foundation reported a distributable amount of $297K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of charitable organizations. For example, an individual recipient says it addresses hunger in West Los Angeles County; the Alliance for Children’s Rights says it provides children and young adults with stability and access to healthcare, education, and other supports; and Marlborough School describes itself as an independent day school for young women.
Grantmaking
In 2025, the foundation reported 18 grants totaling $469,339. Grant amounts ranged from $2,452 to $99,980, with a median of $22,550. The listed grant purposes specify general operating support.
Among the largest reported grants were $99,980 to an individual recipient in New York, $74,519 to Steadfast LA Foundation in Houston, and $30,857 to an individual recipient in Santa Monica. Other recipients included an individual recipient ($25,481), KCRW ($24,995), CHLA ($24,995), the Huntington ($24,995), the Alliance for Children’s Rights ($24,995), Marlborough School ($20,106), and the John Thomas Dye School ($20,106).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Claire E Borthwick, Katharine M Borthwick, and William H Borthwick Jr as trustees. It also lists William H Borthwick and Maribeth A Borthwick as trustees through October 9, 2024.
Nancy E Barry & Letitia P Rees Foundation's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Maribeth A. Borthwick
Trustee
As Needed → Officer, 2023
Officer → Trustee, 2024
On filings since 2019
No compensation reported
William H. Borthwick
Trustee
As Needed → Officer, 2023
Officer → Trustee, 2024
On filings since 2019
No compensation reported
Claire E. Borthwick
Trustee
On filings since 2024
No compensation reported
Katharine M. Borthwick
Trustee
On filings since 2024
No compensation reported
William H. Borthwick Jr.
Trustee
On filings since 2024
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Nancy E Barry & Letitia P Rees Foundation
How much does Nancy E Barry & Letitia P Rees Foundation give each year?
Nancy E Barry & Letitia P Rees Foundation gave $469K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $320K across 10 grants.
What is Nancy E Barry & Letitia P Rees Foundation's typical grant size?
Nancy E Barry & Letitia P Rees Foundation's median grant in 2025 was $22,551, and its average grant was $26,074, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Nancy E Barry & Letitia P Rees Foundation that year got $29K on average.
Where does Nancy E Barry & Letitia P Rees Foundation give grants?
Nancy E Barry & Letitia P Rees Foundation gives mostly in California: 61% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (22%) and Texas (16%). The most frequent recipient cities were Los Angeles, CA (5 grants).
Does Nancy E Barry & Letitia P Rees Foundation give general operating support?
Yes: 100% of Nancy E Barry & Letitia P Rees Foundation's 2025 grants with a stated purpose (18 of 18) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Nancy E Barry & Letitia P Rees Foundation's largest grantees?
Nancy E Barry & Letitia P Rees Foundation's largest 2025 grantees include Steadfast LA Foundation ($74,519), KCRW ($24,995) and Chla ($24,995), according to its 2025 IRS Form 990-PF. It also paid 7 grants to individuals ($207,153), which are not listed by name. Together they received 27% of its itemized 2025 grant dollars.
How large is Nancy E Barry & Letitia P Rees Foundation?
Nancy E Barry & Letitia P Rees Foundation reported $4.6M in total assets on its 2025 IRS Form 990-PF. It paid out $472K in qualifying distributions that year, against a required minimum of $297K (roughly 5% of its investment assets).
What does Nancy E Barry & Letitia P Rees Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Nancy E Barry & Letitia P Rees Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Nancy E Barry & Letitia P Rees Foundation's EIN?
Nancy E Barry & Letitia P Rees Foundation's EIN (Employer Identification Number) is 95-7026070. IRS Form 990 filing data is available on this page for 2019–2025.
Does Nancy E Barry & Letitia P Rees Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 12, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Nancy E Barry & Letitia P Rees Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/nancy-e-barry-and-letitia-p-rees-foundation-morg_a54e21ae1f224cdcb13212bed43feb26
BibTeX
@misc{grantable_957026070_2026,
author = {{Grantable}},
title = {{Nancy E Barry \& Letitia P Rees Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/nancy-e-barry-and-letitia-p-rees-foundation-morg_a54e21ae1f224cdcb13212bed43feb26},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Nancy E Barry & Letitia P Rees Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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