Rhea Lindstrom-Engel Charitable Trust UA

Private foundation · Grantmaker Winchester, VA EIN: 85-6816177

Rhea Lindstrom-Engel Charitable Trust UA is a private foundation, based in Winchester, VA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 3 grants totaling $160K. Net investment income was $59K.

Key facts about Rhea Lindstrom-Engel Charitable Trust UA

In short: Rhea Lindstrom-Engel Charitable Trust UA gave $160K across 3 grants in 2025 (avg $53K), mostly in Virginia. Source: 2025 IRS Form 990-PF.

EIN
85-6816177
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$160,000
Grants made (2025)
3
Average grant
$53,333
Median grant
$64,000
Total assets
$2,691,841
Primary geography
Virginia (50% 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

$2.7M

-6.5% YoY

Annual Giving

$160K

+0.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$53K

+0.0% YoY

Under IRS private-foundation payout rules, Rhea Lindstrom-Engel Charitable Trust UA reported a distributable amount of $177K for 2025 — the minimum it must pay out in qualifying distributions.

How Rhea Lindstrom-Engel Charitable Trust UA gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 90% 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

3states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

KanabMinneapolisWinchester

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2021 to 2025, annual grant giving ranged from $160K (2022) to $200K (2021). In 2025 it made 3 grants totaling $160K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Museum of the Shenandoah Valley: $80KMuseum of the ShenandoahValley$80KUniversity of Minnesota Foundation: $64KUniversity of MinnesotaFoundation$64KBest Friends Animal Society: $16KBest Friends Animal Society$16K

The largest 2025 recipient was Museum of the Shenandoah Valley ($80K). Together the top 3 received $160K.

Grant Size Distribution

15 grants across all recorded years

5<$50K9$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 9 grants of 15 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Museum of the Shenandoah Valley Winchester, VATo fund changing museum exhibits and capital improvements for the promotion of educational programming to assist children learning through hands-on exhibits.$80,000
University of Minnesota Foundation Minneapolis, MNTo fund the ronald e. Engel, dvm, phd and mrs. Rhea lindstrom-engel postdoctoral fellowship fund. The funds are to be used to provide awards to post doctorate candidates in veterinary medicine.$64,000
Best Friends Animal Society Kanab, UTTo Fund the Care of Animals.$16,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,691,841$2,879,923$3,042,314
Revenue$8,318$33,991$72,777
Expenses$196,400$196,382$194,459
Qualifying Distributions$160,000$160,000$160,000
Net Investment Income$59,420$58,178$69,638
Distributable Amount$176,915$177,359$161,114

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  2. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

Rhea Lindstrom-Engel Charitable Trust UA's only listed officer is First Bank Trustee, Trustee on every filing since 2021 (uncompensated).

Officers on the 2025 filing

  • First Bank Trustee

    Trustee

    On filings since 2021

    No compensation reported

Data from IRS Form 990 filings, 2021–2025. "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 Rhea Lindstrom-Engel Charitable Trust UA

How much does Rhea Lindstrom-Engel Charitable Trust UA give each year?

Rhea Lindstrom-Engel Charitable Trust UA gave $160K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $160K across 3 grants.

What is Rhea Lindstrom-Engel Charitable Trust UA's typical grant size?

Rhea Lindstrom-Engel Charitable Trust UA's median grant in 2025 was $64,000, and its average grant was $53,333, across 3 grants on its 2025 IRS Form 990-PF.

Where does Rhea Lindstrom-Engel Charitable Trust UA give grants?

Rhea Lindstrom-Engel Charitable Trust UA gives mostly in Virginia: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Minnesota (40%) and Utah (10%).

Does Rhea Lindstrom-Engel Charitable Trust UA give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Rhea Lindstrom-Engel Charitable Trust UA's 2025 IRS Form 990-PF were described as general or operating support.

How large is Rhea Lindstrom-Engel Charitable Trust UA?

Rhea Lindstrom-Engel Charitable Trust UA reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $160K in qualifying distributions that year, against a required minimum of $177K (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 Rhea Lindstrom-Engel Charitable Trust UA's EIN?

Rhea Lindstrom-Engel Charitable Trust UA's EIN (Employer Identification Number) is 85-6816177. IRS Form 990 filing data is available on this page for 2021–2025.

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

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