The Rees Scholarship Trust

WINCHESTER, VA EIN: 84-3159348

The Rees Scholarship Trust 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 $479K in total assets. In 2024, it awarded 2 grants totaling $25K. Net investment income was $23K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$479K

-0.9% YoY

Annual Giving

$25K

-6.2% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$13K

-6.2% YoY

About The Rees Scholarship Trust

Based on IRS filings

The Rees Scholarship Trust 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 $479K in total assets. In 2024, it awarded 2 grants totaling $25K. Net investment income was $23K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Winchester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$21K$31K$42K20202021202220232024
Metric202420232022
Total Assets$479,254$483,801$507,138
Revenue$29,095$11,256$2,364
Expenses$33,642$34,593$38,164
Qualifying Distributions$27,372$28,949$31,153
Net Investment Income$22,951$9,097$4,844
Distributable Amount$28,820$27,267$29,271

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$22K$29K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

FREDERICK COUNTY EDUCATI…$13KWINCHESTER EDUCATION FOU…$13K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF CLARKETRUSTEE$7K

From 2024 filing

NameTitleHoursCompensation
BANK OF CLARKETRUSTEE1$6,540

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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