Rees Paul and Martha Charitable Tua

WINCHESTER, VA EIN: 20-6740669

Rees Paul and Martha Charitable Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINCHESTER, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.8M in total assets. In 2024, it awarded 20 grants totaling $836K. Net investment income was $512K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.8M

-4.7% YoY

Annual Giving

$836K

+105.4% YoY

Grant Count

20

+0.0% YoY

Avg Grant Size

$42K

+105.4% YoY

Under IRS private-foundation payout rules, Rees Paul and Martha Charitable Tua reported a distributable amount of $435K for 2024 — the minimum it must pay out in qualifying distributions.

About Rees Paul and Martha Charitable Tua

Based on IRS filings

Rees Paul and Martha Charitable Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINCHESTER, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.8M in total assets. In 2024, it awarded 20 grants totaling $836K. Net investment income was $512K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

ArlingtonBoyceBuffaloDetroitHenricoHenrocoIrondaleKalamazooNiagara UniversityRichmondRidgwaySain PaulSaint MarysSaint PaulSt BonaventureSt MarysSt PetersburgWashingtonWhite PlainsWinchester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$252K$504K$756K$1M20202021202220232024
Metric202420232022
Total Assets$6,770,379$7,103,944$7,186,314
Revenue$582,528$363,598$28,688
Expenses$916,093$453,004$456,227
Qualifying Distributions$837,500$427,596$413,607
Net Investment Income$511,916$338,190$103,602
Distributable Amount$435,186$421,253$437,787

Giving Over Time

Total grant dollars and number of grants per year

$0$209K$418K$627K$836K2 grants202019 grants202116 grants202220 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ELK COUNTY CATHOLIC SCHO…$68KCATHOLIC DIOCESE OF ARLI…$53KD'YOUVILLE COLLEGE$53KETERNAL WORD TELEVISION …$53KETERNAL WORD TELEVISION …$53KFRANCISCAN CHURCH AND MO…$53KSACRED HEART OF JESUS CA…$53KST BONAVENTURE UNIVERSITY$53KUNIVERSITY OF DETROIT ME…$53KWESTERN MICHIGAN UNIVERS…$53K

Grant Size Distribution

77 grants across all recorded years

66<$50K11$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Elk County Catholic School System ($68,074), Catholic Diocese of Arlington ($53,444), D'youville College ($53,444).

RecipientPurposeAmount
AMERICAN HEART ASSOCIATION ST PETERSBURG, FLBENEFIT OF EDUCATION$29,260
ARCHBISHOP STEPINAC HIGH SCHOOL FOUNDATION WHITE PLAINS, NYGENERAL OPERATING$26,722
CATHOLIC DIOCESE OF ARLINGTON ARLINGTON, VAEDUCATION OF SEMINARIANS, ORDINATION OF PRIESTHOOD$53,444
D'YOUVILLE COLLEGE BUFFALO, NYGENERAL OPERATING$53,444
ELK COUNTY CATHOLIC SCHOOL SYSTEM ST MARYS, PAGENERAL OPERATING$68,074
ETERNAL WORD TELEVISION NETWORK INC IRONDALE, ALBENEFIT OF PRIESTHOOD$53,444
ETERNAL WORD TELEVISION NETWORK INC IRONDALE, ALBENEFIT TV NETWORK$53,444
FRANCISCAN CHURCH AND MONASTERY WASHINGTON, DCMAINTENANCE AND BEAUTIFICATION OF SHRINES AND GARDENS AT MONASTERY$53,444
NIAGARA UNIVERSITY NIAGARA UNIVERSITY, NYTHEATER ARTS$26,723
NIAGARA UNIVERSITY NIAGARA UNIVERSITY, NYNURSING PROGRAM$26,723

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
THOMAS W NEUBERTPRIMARY TRUSTEE1
BARBARA NEUBERT PASCUATRUSTEE1
GERALD V NEUBERTTRUSTEE1
MARY LEE EBERL EVANSTRUSTEE1
VIRGINIA ANN LUCATELLITRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Rees Paul and Martha Charitable Tua?

Rees Paul and Martha Charitable Tua is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINCHESTER, VA. It holds $6.8M in total assets as of 2024.

How large is Rees Paul and Martha Charitable Tua?

As of 2024, Rees Paul and Martha Charitable Tua holds $6.8M in total assets with $583K in annual revenue. It awarded 20 grants totaling $836K in 2024.

Where does Rees Paul and Martha Charitable Tua operate?

Rees Paul and Martha Charitable Tua has awarded grants in Alabama, District of Columbia, Florida, Indiana, Michigan, Minnesota, New York, Pennsylvania, Virginia.

What size grants does Rees Paul and Martha Charitable Tua award?

In 2024, Rees Paul and Martha Charitable Tua awarded 20 grants totaling $836K — an average of about $42K per grant, based on its IRS Form 990 filings.

How much is Rees Paul and Martha Charitable Tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rees Paul and Martha Charitable Tua reported a distributable amount of $435K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Rees Paul and Martha Charitable Tua's EIN?

Rees Paul and Martha Charitable Tua's EIN (Employer Identification Number) is 20-6740669. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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