Rhea Lindstrom-engel Charitable Trust Ua

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 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 3 grants totaling $160K. Net investment income was $58K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.9M

-5.3% YoY

Annual Giving

$160K

+0.0% YoY

Grant Count

+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 2024 — the minimum it must pay out in qualifying distributions.

About Rhea Lindstrom-engel Charitable Trust Ua

Based on IRS filings

Ready to take the next step with Rhea Lindstrom-engel Charitable Trust Ua?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $340K (50%)

Minnesota $272K (40%)

Utah $68K (10%)

States

Minnesota Utah Virginia

Cities

KanabMinneapolisWinchester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,879,923	$3,042,314	$3,163,996
Revenue	$33,991	$72,777	$129,649
Expenses	$196,382	$194,459	$197,595
Qualifying Distributions	$160,000	$160,000	$160,000
Net Investment Income	$58,178	$69,638	$97,755
Distributable Amount	$177,359	$161,114	$161,822

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Museum of the Shenandoah Valley ($80,000), University of Minnesota Foundation ($64,000), Best Friends Animal Society ($16,000).

Recipient	Purpose	Amount
BEST FRIENDS ANIMAL SOCIETY KANAB, UT	TO FUND THE CARE OF ANIMALS.	$16,000
MUSEUM OF THE SHENANDOAH VALLEY WINCHESTER, VA	TO 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, MN	TO 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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FIRST BANK TRUSTEE	TRUSTEE	—	—

Frequently Asked Questions

How large is Rhea Lindstrom-engel Charitable Trust Ua?

As of 2024, Rhea Lindstrom-engel Charitable Trust Ua holds $2.9M in total assets with $34K in annual revenue. It awarded 3 grants totaling $160K in 2024.

Where does Rhea Lindstrom-engel Charitable Trust Ua operate?

Rhea Lindstrom-engel Charitable Trust Ua has awarded grants in Minnesota, Utah, Virginia.

What size grants does Rhea Lindstrom-engel Charitable Trust Ua award?

In 2024, Rhea Lindstrom-engel Charitable Trust Ua awarded 3 grants totaling $160K — an average of about $53K per grant, based on its IRS Form 990 filings.

How much is Rhea Lindstrom-engel Charitable Trust Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rhea Lindstrom-engel Charitable Trust Ua reported a distributable amount of $177K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2024.