The Rees Scholarship Trust

Private foundation · Grantmaker Winchester, VA EIN: 84-3159348

The Rees Scholarship Trust is a private foundation, based in Winchester, VA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $470K in total assets. In 2025, it awarded 2 grants totaling $27K. Net investment income was $22K.

Key facts about The Rees Scholarship Trust

In short: The Rees Scholarship Trust gave $27K across 2 grants in 2025 (avg $13K), mostly in Virginia. Source: 2025 IRS Form 990-PF.

EIN
84-3159348
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$26,838
Grants made (2025)
2
Average grant
$13,419
Median grant
$13,419
Total assets
$470,347
Primary geography
Virginia (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$470K

-1.9% YoY

Annual Giving

$27K

+5.7% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$13K

+5.7% YoY

Under IRS private-foundation payout rules, The Rees Scholarship Trust reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.

How The Rees Scholarship Trust gives

  • Giving held roughly steady from 2022 to 2025 (−7%). Method
  • In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with The Rees Scholarship Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

Winchester

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $10K (2020) to $29K (2022). In 2025 it made 2 grants totaling $27K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Frederick County Educational Foundation FBO James Wood High School: $13KFrederick County EducationalFoundation FBO James Wood…$13K

The largest 2025 recipient was Frederick County Educational Foundation FBO James Wood High School ($13K).

Organizations only. It also paid 1 individual scholarship ($13,419), which are not listed by name.

Grant Size Distribution

10 grants across all recorded years

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

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Frederick County Educational Foundation FBO James Wood High School Winchester, VAScholarship$13,419
1 individual scholarship Recipients not named —$13,419

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$470,347$479,254$483,801
Revenue$26,863$29,095$11,256
Expenses$35,774$33,642$34,593
Qualifying Distributions$30,980$27,372$28,949
Net Investment Income$22,388$22,951$9,097
Distributable Amount$30,503$28,820$27,267

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 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Rees Scholarship Trust's only listed officer is Bank Of Clarke, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

  • Bank Of Clarke

    Trustee

    On filings since 2023

    1 hr/week

    $6K (2023) → $7K (2025)

Former officers (1)
  • Former: Bank Of Clarke County (2020–2022) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of Clarke — Trustee: $7KBank of ClarkeTrustee$7K

The highest reported compensation on the 2025 filing was $7K, to Bank of Clarke (Trustee).

Frequently asked questions about The Rees Scholarship Trust

How much does The Rees Scholarship Trust give each year?

The Rees Scholarship Trust gave $27K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 2 grants.

How large is The Rees Scholarship Trust?

The Rees Scholarship Trust reported $470K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).

Where does The Rees Scholarship Trust operate?

The Rees Scholarship Trust has awarded grants in Virginia.

What is The Rees Scholarship Trust's EIN?

The Rees Scholarship Trust's EIN (Employer Identification Number) is 84-3159348. IRS Form 990 filing data is available on this page for 2020–2025.

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

Your AI grants department

Here's the math on researching The Rees Scholarship Trust by hand.

Explore Open Grants

Browse active grant opportunities in The Rees Scholarship Trust's focus areas in our free grants database

Similar Funders

Similar funders in Virginia

Jack Kent Cooke Foundation

Lansdowne, VA

The Jack Kent Cooke Foundation funds education programs that help exceptionally promising students with financial need, including college access, academic enrichment, and support for talented students. Its 2025 grants ranged from $6 to $515,000, with a median of $7,702; it funds across the United States, with most grant dollars going to Virginia. It does not restrict giving to preselected organizations and directs applicants to its website for current application instructions and eligibility.

Philanthropy, Voluntarism & Grantmaking

Assets

$940.1M

Grants

1,419

Total Given

$25.1M

Donors Trust Inc

Alexandria, VA

Donors Trust supports charities and programs in social welfare, health, the environment, economics, governance, foreign relations, and arts and culture, with a strong emphasis on conservative and libertarian policy and education groups. Its 2024 grants had a median of $50,000, though awards ranged from $5,038 to $35 million, and recipients were concentrated in Washington, D.C., Virginia, New York, Texas, and California. It does not accept unsolicited requests; donor-advisors recommend grants through their accounts.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.4B

Grants

919

Total Given

$282.1M

The Community Foundation Inc

Richmond, VA

The Community Foundation funds health and wellness, education, economic prosperity, and community vibrancy, along with other causes through donor-advised and field-of-interest funds. In 2024, grants ranged from $5,100 to $1,795,000, with a median of $25,000; 78% of grant dollars went to Virginia recipients. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$852.4M

Grants

917

Total Given

$61.8M

America's Charities

Chantilly, VA

AMERICA’S CHARITIES routes donor-directed workplace giving to member charities and provides emergency assistance to eligible employees and people affected by disasters; its reported grants are fiscal-agent disbursements, not awards selected through an application process. In 2025 it reported 808 grants totaling $16.4 million, ranging from $5,000 to $515,354 (median $9,664), to recipients across the United States, with the largest shares going to Pennsylvania, California, Washington, D.C., Virginia, and Arizona. The profile does not state whether it accepts unsolicited requests.

Assets

$36.2M

Grants

808

Total Given

$16.4M

Dominion Energy Charitable Foundation

Richmond, VA

Dominion Energy Charitable Foundation funds eligible 501(c)(3) organizations working in health and human services, education, arts and culture, civic and community development, and the environment within its operating area. Its 2024 grants ranged from $100 to $1 million, with a median of $5,000; it accepts unsolicited requests during spring and fall cycles.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.3M

Grants

773

Total Given

$16.4M

Foster Foundation

Brookneal, VA

Philanthropy, Voluntarism & Grantmaking

Assets

$18.6M

Grants

686

Total Given

$1.3M

JT-Minnie Maude Charitable Trust

Danville, VA

The J.T.–Minnie Maude Charitable Trust funds tax-exempt organizations and government agencies for a wide range of projects that improve quality of life for residents of Danville and/or Pittsylvania County, Virginia. Its 2025 grants had a median of $2,000 and ranged from $500 to $220,000. It accepts unsolicited requests through an online application, with an annual August 1 deadline.

Assets

$51.2M

Grants

678

Total Given

$2.3M

The Nature Conservancy

Arlington, VA

The Nature Conservancy funds conservation work, including land and easement acquisition, research, planning, organizational capacity, and sustainable agriculture, across the United States and internationally. In 2025, its grants had a median of about $31,000, with awards ranging from about $5,000 to $2.1 million; some regional programs offer grants of up to $100,000.

Assets

$10.1B

Grants

671

Total Given

$67.8M

Charlottesville Area Community Foundation

Charlottesville, VA

The Charlottesville Area Community Foundation funds nonprofits and community organizations working on needs such as housing, food access, health, youth development, arts, environmental stewardship, and equity in Charlottesville and surrounding counties. Its 2024 grants had a median amount of $20,100; the foundation describes application-based grant programs, but does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$292.3M

Grants

437

Total Given

$27.9M

Fauquier Health Foundation DBA the Path Foundation

Warrenton, VA

The PATH Foundation funds nonprofits and government agencies working to strengthen community health and vitality, with priorities including health access, childhood wellness, mental health, and senior services in Fauquier, Rappahannock, and Culpeper counties, Virginia. Its 2025 median grant was $10,000; eligible nonprofits can seek up to $75,000 in unrestricted support through its Flexible Funding program, and applications are submitted through an online portal.

Health

Assets

$302.1M

Grants

369

Total Given

$9.4M

Hampton Roads Community Foundation

Norfolk, VA

The Hampton Roads Community Foundation funds nonprofit work across education, culture, the environment, human services, disaster relief, and other areas, primarily to improve life in southeastern Virginia. Its 2024 grants ranged from $5,001 to $2,021,700, with a median of $25,000; it offers competitive grant programs, but whether it accepts unsolicited requests is not stated.

Assets

$524.1M

Grants

329

Total Given

$31.1M

More Funders in Virginia

The Rees Scholarship Trust down — hundreds of funders to go?

Want AI to do this for you?