Rhea Lindstrom-Engel Charitable Trust UA
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.
Rhea Lindstrom-Engel Charitable Trust UA at a glance
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.
- Annual giving (2025)
- $160,000
- +0.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $53,333
- +0.0% vs 2024
- Median grant
- $64,000
- Total assets
- $2,691,841
- -6.5% vs 2024
- Primary geography
- Virginia (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Rhea Lindstrom-Engel Charitable Trust UA funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
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
The most common grant size was in the $50–100K range: 9 grants of 15 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $160K (2022) to $200K (2021). In 2025 it made 3 grants totaling $160K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| Best Friends Animal Society Kanab, UT | To Fund the Care of Animals. | $16,000 |
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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 | $2,691,841 | $8,318 | $196,400 | $160,000 | 3 | $160,000 | $59,420 | $176,915 |
| 2024 | $2,879,923 | $33,991 | $196,382 | $160,000 | 3 | $160,000 | $58,178 | $177,359 |
| 2023 | $3,042,314 | $72,777 | $194,459 | $160,000 | 3 | $160,000 | $69,638 | $161,114 |
| 2022 | $3,163,996 | $129,649 | $197,595 | $160,000 | 3 | $160,000 | $97,755 | $161,822 |
| 2021 | $3,231,942 | $3,441,882 | $209,940 | $200,000 | 3 | $200,000 | $110,417 | $45,692 |
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.
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2021–2024
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