The California State Capitol

Form 990-PFTax year 2025EIN 95-7026070

Nancy E Barry & Letitia P Rees Foundation

A private foundation in Pacific Palisades, CA. Its return for tax year 2025 lists 18 grants and $469,339 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $469,339

    Grants listed
    18
    Assets, end of year
    $4,607,693
  • Tax year 2024

    $320,338

    Grants listed
    10
    Assets, end of year
    $4,751,975
  • Tax year 2023

    $389,161

    Grants listed
    13
    Assets, end of year
    $4,738,035
  • Tax year 2022

    $210,465

    Grants listed
    14
    Assets, end of year
    $4,355,688
  • Tax year 2021

    $1,750

    Grants listed
    3
    Assets, end of year
    $4,453,104
  • Tax year 2020

    $17,424

    Grants listed
    7
    Assets, end of year
    $3,901,133
  • Tax year 2019

    $205,250

    Grants listed
    13
    Assets, end of year
    $4,513,638
  • Tax year 2018

    $208,500

    Grants listed
    14
    Assets, end of year
    $3,926,547

Grants paid in 2025

18 grants, largest first

As listed on the return.

  1. Planned ParenthoodNew York, NY

    (1) description: 200 shares of bershire hathaway class b securities (2) book value: $76,294.78 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/19/2025 (6) purpose: general operating support

    $99,980
  2. Steadfast LA FoundationHouston, TX

    (1) description: 150 shares of bershire hathaway class b securities (2) book value: $41,276 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 12/08/2025 (6) purpose: general operating support

    $74,519
  3. Westside Food BankSanta Monica, CA

    (1) description: 64 shares of bershire hathaway class b securities (2) book value: $11,760 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/04/2025 (6) purpose: general operating support

    $30,857
  4. One VoiceSanta Monica, CA

    (1) description: 50 shares of bershire hathaway class b securities (2) book value: $13,759 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/25/2025 (6) purpose: general operating support

    $25,481
  5. KCRWSanta Monica, CA

    (1) description: 50 shares of bershire hathaway class b securities (2) book value: $9,187 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/19/2025 (6) purpose: general operating support

    $24,995
  6. PBS SocialBurbank, CA

    (1) description: 50 shares of bershire hathaway class b securities (2) book value: $13,759 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/19/2025 (6) purpose: general operating support

    $24,995
  7. ChlaLos Angeles, CA

    (1) description: 50 shares of bershire hathaway class b securities (2) book value: $13,759 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/19/2025 (6) purpose: general operating support

    $24,995
  8. The HuntingtonSanmarino, CA

    (1) description: 50 shares of bershire hathaway class b securities (2) book value: $13,759 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/19/2025 (6) purpose: general operating support

    $24,995
  9. ALLIANCE FOR CHILDREN's RIGHTSLos Angeles, CA

    (1) description: 50 shares of bershire hathaway class b securities (2) book value: $13,759 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/19/2025 (6) purpose: general operating support

    $24,995
  10. Harvard - Westlake SchoolStudio City, CA

    (1) description: 41 shares of bershire hathaway class b securities (2) book value: $7,533 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/06/2025 (6) purpose: general operating support

    $20,106
  11. Marlborough SchoolLos Angeles, CA

    (1) description: 41 shares of bershire hathaway class b securities (2) book value: $7,533 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/06/2025 (6) purpose: general operating support

    $20,106
  12. The John Thomas Dye SchoolLos Angeles, CA

    (1) description: 41 shares of bershire hathaway class b securities (2) book value: $7,533 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/06/2025 (6) purpose: general operating support

    $20,106
  13. Mercy HouseSanta Ana, CA

    (1) description: 25 shares of bershire hathaway class b securities (2) book value: $6,879 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/19/2025 (6) purpose: general operating support

    $12,498
  14. The People ConcernLos Angeles, CA

    (1) description: 25 shares of bershire hathaway class b securities (2) book value: $6,879 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/19/2025 (6) purpose: general operating support

    $12,498
  15. California Fire FoundationSacramento, CA

    (1) description: 25 shares of bershire hathaway class b securities (2) book value: $6,879 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 12/08/2025 (6) purpose: general operating support

    $12,419
  16. Leland Stanford Junior UniversityStanford, CA

    (1) description: 16 shares of bershire hathaway class b securities (2) book value: $2,940 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/07/2025 (6) purpose: general operating support

    $7,948
  17. Yale CampaignNew Haven, CT

    (1) description: 11 shares of bershire hathaway class b securities (2) book value: $2,021 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/06/2025 (6) purpose: general operating support

    $5,394
  18. Columbia UniversityNew York, NY

    (1) description: 5 shares of bershire hathaway class b securities (2) book value: $919 (3) method used to determine book value: average of the high/low on the date the securities were received by the foundation. (4) method used to determine fair market value: average of the high/low on the date the securities were donated. (5) date of the gift: 11/06/2025 (6) purpose: general operating support

    $2,452

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education4 grants $50,61242% of the total
  2. Human services2 grants $37,97932% of the total
  3. Food and agriculture1 grant $30,85726% of the total

By State

Grants to organizations with a US address, latest year.

  1. California14 grants $286,994
  2. New York2 grants $102,432
  3. Texas1 grant $74,519
  4. Connecticut1 grant $5,394

Officers, directors and trustees

5 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • William H BorthwickTRUSTEE THRU 10/09/2024 Hours 0Pay $0
  • Maribeth A BorthwickTRUSTEE THRU 10/09/2024 Hours 0Pay $0
  • Claire E BorthwickTRUSTEE Hours 0Pay $0
  • Katharine M BorthwickTRUSTEE Hours 0Pay $0
  • William H Borthwick JrTRUSTEE Hours 1Pay $0

The return

More foundations

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Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. The Robert Lemelson FoundationPacific Palisades, CA 6 grants Preselected only $333,957 giving
  2. The Formanek Cianciolo Family FoundationPacific Palisades, CA 4 grants Preselected only $236,000 giving
  3. Steaven K and Judith G Jones FoundationPacific Palisades, CA 26 grants Preselected only $223,220 giving
  4. Ito Foundation USABurlingame, CA 4 grants Preselected only $470,000 giving
  5. Michael and Luzanne Conrad Family FoundationStockton, CA 7 grants Preselected only $468,000 giving