Rees Charitable Trust

Foundation · Grantmaker Lakewood, NJ EIN: 22-6639535

Rees Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lakewood, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $584K in total assets. In 2024, it awarded 15 grants totaling $30K. Net investment income was $100K.

Key facts about Rees Charitable Trust

EIN: 22-6639535
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $30,248
Grants made (2024): 15
Average grant: $2,017
Median grant: $1,000
New grantees (estimate): 73% first-time grantees (11 of 15, 2024)
Total assets: $584,198
Primary geography: New Jersey (93% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Rees Charitable Trust funds

By grant dollars, the top recipient states for Rees Charitable Trust's 15 itemized 2024 grants were New Jersey (93%). The most frequent recipient cities were Lakewood, NJ (11 grants). 20% of grants with a stated purpose were for general or operating support. Recurring purposes include "Educational Expenses" (5 grants).

Is Rees Charitable Trust open to new grantees?

73%

first-time grantees, 2024

In 2024, 11 of 15 grantees (73%) were first-time recipients. First grants averaged $3K; repeat grants $653. How we count

Medians: $1K first-time, $680 repeat.

13% of 2024 grantees were also funded in 2023. Method
Giving held roughly steady from 2021 to 2024 (−2%). Method
In 2024 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

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$584K

+13.7% YoY

Annual Giving

$30K

-0.4% YoY

Grant Count

+36.4% YoY

Avg Grant Size

$2K

-26.9% YoY

Under IRS private-foundation payout rules, Rees Charitable Trust reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.

About Rees Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $28K (93%)

New York $1K (3%)

Florida $860 (3%)

Massachusetts $250 (1%)

Share of all 15 itemized 2024 grant dollars.

States

Florida Massachusetts Maryland New Jersey New York Pennsylvania

Cities

LakewoodBrooklynBaltimoreJacksonFar RockawayNew YorkScrantonSurfsideVar

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$584,198	$513,598	$488,849
Revenue	$101,193	$56,071	$92,513
Expenses	$30,593	$31,322	$78,787
Qualifying Distributions	$30,248	$30,359	$78,735
Net Investment Income	$100,148	$34,801	$48,135
Distributable Amount	$35,606	$28,669	$28,616

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

56 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Talmud Torah Zichron Yochanan ($10,000), Misc ($6,352), Lakewood Cheder School ($5,036).

Recipient	Purpose	Amount
TALMUD TORAH ZICHRON YOCHANAN Lakewood, NJ	EDUCATIONAL EXPENSES	$10,000
MISC Var, NJ	EDUCATIONAL AND CHARITABLEEDUCATIONAL AND CHARITABLE	$6,352
LAKEWOOD CHEDER SCHOOL Lakewood, NJ	GENERAL EXPENSES OF EDUCATIONAL INSTITUTION	$5,036
NEZER HATORAH Lakewood, NJ	GENERAL EXPENSES OF EDUCATIONAL INSTITUTION	$1,100
KHAL YOTZEI ASHKENAZ Lakewood, NJ	EDUCATIONAL EXPENSES	$1,080
CONG ANSHEI SFARD Lakewood, NJ	GENERAL EXPENSES OF RELIGIOUS INSTITUTION	$1,000
RABBIS SERVICES Lakewood, NJ	RELIGIOUS EXPENSES	$1,000
TORAH LEARNING CENTER Lakewood, NJ	EDUCATIONAL EXPENSES	$1,000
KEREN OILOM HATORAH New York, NY	EDUCATIONAL	$1,000
KHAL CHASSIDIM SURFSIDE Surfside, FL	RELIGIOUS	$860

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
David Wilschanski	Trustee	1	—
Adrian Weisz	Trustee	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Rees Charitable Trust?

Rees Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lakewood, NJ. It holds $584K in total assets as of 2024.

How large is Rees Charitable Trust?

As of 2024, Rees Charitable Trust holds $584K in total assets with $101K in annual revenue. It awarded 15 grants totaling $30K in 2024.

Where does Rees Charitable Trust operate?

Rees Charitable Trust has awarded grants in Florida, Massachusetts, Maryland, New Jersey, New York, Pennsylvania.

What size grants does Rees Charitable Trust award?

In 2024, Rees Charitable Trust awarded 15 grants totaling $30K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Rees Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rees Charitable Trust reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.