Paul J and Martha N Rees Charitable Tr Ua 08312005
Only null% goes to programs Strong reserves Declining revenue
Paul J and Martha N Rees Charitable Tr Ua 08312005 is a 501(c)(3) organization based in Winchester, Virginia, registered in 2006, with $582,528 in FY2024 revenue. CharityIndex grades it F.
1835 Valley Ave, Winchester, VA, 22601 EIN 20-6740669 Since 2006
Revenue (FY2024)
$583K
▲ 60.2% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$916K
Net assets
$6.8M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Paul J and Martha N Rees Charitable Tr Ua 08312005— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating89 mo reserves · -57% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Paul J and Martha N Rees Charitable Tr Ua 08312005: 89 mo reserves · -57% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Paul J and Martha N Rees Charitable Tr Ua 08312005— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Paul J and Martha N Rees Charitable Tr Ua 08312005: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 1835 Valley Ave, Winchester, VA, 22601
- City
- Winchester
- State
- Virginia
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $352K (FY2013) to $583K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $6.8M
Operating margin
-57.3%
Spent more than it raised in the latest fiscal year.
Total assets
$6.8M
Total liabilities
$0
Net assets
$6.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $582,528▲60.2% | $916,093▲102% | $6,770,379▼4.7% | $6,770,379▼4.7% | 990PF |
| 2023 | $363,598▲1167% | $453,004▼0.7% | $7,103,944▼1.1% | $7,103,944▼1.1% | 990PF |
| 2022 | $28,688▼96.2% | $456,227▼10.1% | $7,186,314▼5.6% | $7,186,314▼5.6% | 990PF |
| 2021 | $755,264▲45.3% | $507,651▲419% | $7,616,493▲3.4% | $7,616,493▲3.4% | 990PF |
| 2020 | $519,758▲41.8% | $97,754▼80.5% | $7,367,529▲6.4% | $7,367,529▲6.4% | 990PF |
| 2019 | $366,670▲23.6% | $501,892▲7.5% | $6,921,221▼1.9% | $6,921,221▼1.9% | 990PF |
| 2018 | $296,671▲51.0% | $467,033▼0.2% | $7,057,290▼2.4% | $7,057,290▼2.4% | 990PF |
| 2017 | $196,457▼34.0% | $468,195▲9.1% | $7,227,171▼3.6% | $7,227,171▼3.6% | 990PF |
| 2016 | $297,462▲767% | $429,169▼4.1% | $7,500,088▼1.7% | $7,500,088▼1.7% | 990PF |
| 2015 | -$44,630▼107% | $447,501▼2.8% | $7,631,134▼6.1% | $7,631,134▼6.1% | 990PF |
| 2014 | $638,502▲81.2% | $460,587▼4.9% | $8,123,138▲2.2% | $8,123,138▲2.2% | 990PF |
| 2013 | $352,447 | $484,167▲37.6% | $7,945,063▼1.6% | $7,945,063▼1.6% | 990PF |
| 2012 | — | $351,753▲73.7% | $8,076,454▲8.9% | $8,076,454▲8.9% | 990PF |
| 2011 | — | $202,448▲73.1% | $7,418,742▲41748% | $7,418,742▲41748% | 990PF |
| 2010 | — | $116,983 | $17,728 | $17,728 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Similar organizations in Philanthropy
Compare Paul J and Martha N Rees Charitable Tr Ua 08312005
Frequently asked questions
- Is Paul J and Martha N Rees Charitable Tr Ua 08312005 a legitimate nonprofit?
- Yes. Paul J and Martha N Rees Charitable Tr Ua 08312005 is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 20-6740669, based in Winchester, Virginia. Donations are tax-deductible.
- What is Paul J and Martha N Rees Charitable Tr Ua 08312005's EIN?
- Paul J and Martha N Rees Charitable Tr Ua 08312005's Employer Identification Number (EIN) is 20-6740669.
- How much revenue does Paul J and Martha N Rees Charitable Tr Ua 08312005 report?
- Paul J and Martha N Rees Charitable Tr Ua 08312005 reported $582,528 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Paul J and Martha N Rees Charitable Tr Ua 08312005 have?
- CharityIndex grades Paul J and Martha N Rees Charitable Tr Ua 08312005 F, based on financial health (reserves and operating margin).
More nonprofits in Winchester
Explore more
Data for Paul J and Martha N Rees Charitable Tr Ua 08312005 (EIN 20-6740669) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.