Nonprofit · EIN 95-7026070
NANCY E BARRY & LETITIA P REES FOUNDATION
Also known as BORTHWICK WILLIAM H TTEE
Tax-exempt · PACIFIC PLSDS, CA 90272
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $115,798 | $475,991 | -$360,193 | $4,607,693 | $0 | $4,604,693 |
| December 31, 2024 | 990-PF | $169,480 | $328,149 | -$158,669 | $4,751,975 | $0 | $4,751,975 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $47,438
- Net gain from sales of assets
- -$986
- Other income
- $69,346
Expenses
- Grants and similar amounts paid
- $469,339
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $472,149
- Excise tax on investment income
- $1,587
Balance sheet and other
- Total assets, start of year
- $4,751,975
- Total assets, end of year
- $4,607,693
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,604,693
- Fair market value of assets
- $10,399,077
- Qualifying distributions
- $472,149
- Net investment income
- $116,784
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM H BORTHWICK 1056 AMALFI DR, PACIFIC PALISADES, CA 902724028 | TRUSTEE THRU 10/09/2024 | 0 | $0 |
| MARIBETH A BORTHWICK 1056 AMALFI DR, PACIFIC PALISADES, CA 902724028 | TRUSTEE THRU 10/09/2024 | 0 | $0 |
| CLAIRE E BORTHWICK 1056 AMALFI DR, PACIFIC PALISADES, CA 902724028 | TRUSTEE | 0 | $0 |
| KATHARINE M BORTHWICK 1056 AMALFI DR, PACIFIC PALISADES, CA 902724028 | TRUSTEE | 0 | $0 |
| WILLIAM H BORTHWICK JR 1056 AMALFI DR, PACIFIC PALISADES, CA 902724028 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM H BORTHWICK 1056 AMALFI DR, PACIFIC PALISADES, CA 902724028 | TRUSTEE THRU 10/09/2024 | 0 | $0 |
| MARIBETH A BORTHWICK 1056 AMALFI DR, PACIFIC PALISADES, CA 902724028 | TRUSTEE THRU 10/09/2024 | 0 | $0 |
| CLAIRE E BORTHWICK 1056 AMALFI DR, PACIFIC PALISADES, CA 902724028 | TRUSTEE | 0 | $0 |
| KATHARINE M BORTHWICK 1056 AMALFI DR, PACIFIC PALISADES, CA 902724028 | TRUSTEE | 0 | $0 |
| WILLIAM H BORTHWICK JR 1056 AMALFI DR, PACIFIC PALISADES, CA 902724028 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1056 AMALFI DR, PACIFIC PLSDS, CA 90272-4028
- In care of
- % WILLIAM H BORTHWICK JR
- Signed the 990-PF
- WILLIAM H BORTHWICK JR, TRUSTEE
- Phone
- (213) 621-0810
- Return prepared by
- HOLTHOUSE CARLIN & VAN TRIGT LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-7026070
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $4,607,693
- Income (IRS master file)
- $116,784
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $652,510 | $401,628 | $4,738,035 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about NANCY E BARRY & LETITIA P REES FOUNDATION
- What is the EIN of NANCY E BARRY & LETITIA P REES FOUNDATION?
- The employer identification number (EIN) of NANCY E BARRY & LETITIA P REES FOUNDATION is 95-7026070.
- Is NANCY E BARRY & LETITIA P REES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to NANCY E BARRY & LETITIA P REES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NANCY E BARRY & LETITIA P REES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NANCY E BARRY & LETITIA P REES FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NANCY E BARRY & LETITIA P REES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of NANCY E BARRY & LETITIA P REES FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does NANCY E BARRY & LETITIA P REES FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $115,798, expenses of $475,991 and total assets of $4,607,693 at year end.
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All nonprofits in PACIFIC PLSDS · California · Philanthropy, voluntarism and grantmaking foundations