Paul J And Martha N Rees Charitable Tr Ua 08312005
Paul J And Martha N Rees Charitable Trust consistently distributes funds from its substantial asset base, with no reported officer compensation.
EIN: 206740669 · Winchester, VA · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $3.0M |
| Total Expenses | $453K |
| Program Spending | 90% |
| Net Assets | $7.1M |
| Transparency Score | 85/100 |
Is Paul J And Martha N Rees Charitable Tr Ua 08312005 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Paul J And Martha N Rees Charitable Tr Ua 08312005 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Paul J And Martha N Rees Charitable Tr Ua 08312005
Paul J And Martha N Rees Charitable Tr Ua 08312005 (EIN: 206740669) is a nonprofit organization based in Winchester, VA, classified under NTEE code T22. The organization reported total revenue of $3.0M and total assets of $6.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Paul J And Martha N Rees Charitable Tr Ua 08312005's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Paul J And Martha N Rees Charitable Tr Ua 08312005 is a mid-size nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -22.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $364K |
| Total Expenses | $453K |
| Surplus / Deficit | $-89,406 |
| Total Assets | $7.1M |
| Total Liabilities | $1 |
| Net Assets | $7.1M |
| Operating Margin | -24.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 188.2 months |
Financial Health Grade: B
In 2023, Paul J And Martha N Rees Charitable Tr Ua 08312005 reported a deficit of $89K with expenses exceeding revenue, holds 188.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Paul J And Martha N Rees Charitable Tr Ua 08312005's revenue has declined at a compound annual growth rate (CAGR) of -22.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +1167.4% | -0.7% | -1.1% |
| 2022 | -96.2% | -10.1% | -5.6% |
| 2021 | +45.3% | +419.3% | +3.4% |
| 2020 | +41.8% | -80.5% | +6.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Paul J And Martha N Rees Charitable Tr Ua 08312005 with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Paul J And Martha N Rees Charitable Tr Ua 08312005 allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $89K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to executives, which is highly efficient for a charitable trust of this size.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Paul J And Martha N Rees Charitable Tr Ua 08312005's IRS 990 filings:
- Annual expenses occasionally exceed annual revenue, indicating reliance on asset drawdowns.
Strengths
The following positive indicators were identified for Paul J And Martha N Rees Charitable Tr Ua 08312005:
- Zero officer compensation reported across all filings, indicating high operational efficiency.
- Substantial and stable asset base, consistently above $7 million, providing long-term financial security.
- Minimal liabilities reported ($1) across all filings, suggesting strong financial management.
- Consistent history of grant-making activities, fulfilling its charitable purpose.
Frequently Asked Questions about Paul J And Martha N Rees Charitable Tr Ua 08312005
Is Paul J And Martha N Rees Charitable Tr Ua 08312005 a legitimate charity?
Paul J And Martha N Rees Charitable Tr Ua 08312005 (EIN: 206740669) is a registered tax-exempt nonprofit based in Virginia. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $3.0M. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does Paul J And Martha N Rees Charitable Tr Ua 08312005 spend its money?
Paul J And Martha N Rees Charitable Tr Ua 08312005 directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Paul J And Martha N Rees Charitable Tr Ua 08312005 tax-deductible?
Paul J And Martha N Rees Charitable Tr Ua 08312005 is registered as a tax-exempt nonprofit (EIN: 206740669). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Paul J And Martha N Rees Charitable Tr Ua 08312005 compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Paul J And Martha N Rees Charitable Tr Ua 08312005 is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Paul J And Martha N Rees Charitable Tr Ua 08312005 located?
Paul J And Martha N Rees Charitable Tr Ua 08312005 is headquartered in Winchester, Virginia and files with the IRS under EIN 206740669. It is classified under NTEE code T22.
How many years of IRS 990 filings does Paul J And Martha N Rees Charitable Tr Ua 08312005 have?
Paul J And Martha N Rees Charitable Tr Ua 08312005 has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $3.0M in total revenue.
Is Paul J And Martha N Rees Charitable Tr Ua 08312005 a good charity?
Based on the available data, the trust appears to be a well-managed private foundation. It maintains substantial assets, reports no officer compensation, and consistently distributes funds, suggesting a strong commitment to its charitable purpose.
How does the trust manage its expenses relative to its revenue?
The trust's expenses sometimes exceed its annual revenue, as seen in 2023 ($453,004 expenses vs. $363,598 revenue) and 2022 ($456,227 expenses vs. $28,688 revenue). This is typical for a private foundation that draws from its endowment to fulfill its grant-making mission.
What is the trend in the trust's assets?
The trust's assets have generally remained robust, fluctuating around the $7-8 million mark over the past decade. In 2023, assets were $7,103,944, showing a slight decrease from previous years but remaining substantial.
Filing History
IRS 990 filing history for Paul J And Martha N Rees Charitable Tr Ua 08312005 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Paul J And Martha N Rees Charitable Tr Ua 08312005's revenue has declined by 95.2%, moving from $7.6M to $364K. Total assets decreased by 4.2% over the same period, from $7.4M to $7.1M. Total functional expenses rose by 123.8%, from $202K to $453K. In its most recent filing year (2023), Paul J And Martha N Rees Charitable Tr Ua 08312005 reported a deficit of $89K, with expenses exceeding revenue. The organization holds $1 in liabilities against $7.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $7.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $364K | $453K | $7.1M | $1 | — | — |
| 2022 | $29K | $456K | $7.2M | $1 | — | View 990 |
| 2021 | $755K | $508K | $7.6M | $1 | — | View 990 |
| 2020 | $520K | $98K | $7.4M | $1 | — | View 990 |
| 2019 | $367K | $502K | $6.9M | $1 | — | View 990 |
| 2015 | $-44,630 | $448K | $7.6M | $1 | — | View 990 |
| 2014 | $639K | $461K | $8.1M | $1 | — | View 990 |
| 2013 | $352K | $484K | $7.9M | $1 | — | View 990 |
| 2012 | $1.0M | $352K | $8.1M | $1 | — | View 990 |
| 2011 | $7.6M | $202K | $7.4M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $364K, expenses of $453K, and assets of $7.1M (revenue +1167.4% year-over-year).
- 2022: Revenue of $29K, expenses of $456K, and assets of $7.2M (revenue -96.2% year-over-year).
- 2021: Revenue of $755K, expenses of $508K, and assets of $7.6M (revenue +45.3% year-over-year).
- 2020: Revenue of $520K, expenses of $98K, and assets of $7.4M (revenue +41.8% year-over-year).
- 2019: Revenue of $367K, expenses of $502K, and assets of $6.9M.
- 2015: Revenue of $-44,630, expenses of $448K, and assets of $7.6M (revenue -107.0% year-over-year).
- 2014: Revenue of $639K, expenses of $461K, and assets of $8.1M (revenue +81.2% year-over-year).
- 2013: Revenue of $352K, expenses of $484K, and assets of $7.9M (revenue -65.1% year-over-year).
- 2012: Revenue of $1.0M, expenses of $352K, and assets of $8.1M (revenue -86.7% year-over-year).
- 2011: Revenue of $7.6M, expenses of $202K, and assets of $7.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Paul J And Martha N Rees Charitable Tr Ua 08312005:
Data Sources and Methodology
This transparency report for Paul J And Martha N Rees Charitable Tr Ua 08312005 is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.