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· Private foundation

Rees Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$30k
Granted FY2024still arriving
15
Grants FY2024still arriving
4
States reached
$10k
Largest
01What it funds
0186% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Religion$88kEducation$67kPhilanthropy$5kArts & Culture$5kHuman Services$1kOther$0
02FY2024 · 15 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k14 grants · $20k
  • $10k–50k1 grant · $10k
$1,000
Median grant
4
States reached
$584k
Total assets
Largest grants
RecipientAmount
TALMUD TORAH ZICHRON YOCHANAN$10,000
MISC$6,352
LAKEWOOD CHEDER SCHOOL$5,036
Individual grant recipient$1,100
Individual grant recipient$1,080
Individual grant recipient$1,000
TORAH LEARNING CENTER$1,000
Individual grant recipient$1,000
RABBIS SERVICES$1,000
Individual grant recipient$860
KUPAS YOMTOV$500
BETH MEDRASH GOVOHA STUDENT AID$360
KOLLEL ZICHRON YOSEF ARYE$360
CENTER FOR JEWISH$350
Individual grant recipient$250
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–20, $100) land where the poverty rate runs at 20%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%MISASKIM: $100 → 20%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

12%of every dollar goes to organizations it has funded before.
$23k · 6 repeat orgs$159k to everyone else

6 repeat relationships: 4 still active in FY2024, 2 since wound down; 11 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

6
34

Total granted

$23k
$132k

Still filing today

0%
18%

New vs renewed · share of each year

In FY2024, 9% of grant dollars renewed an existing relationship; $28k went to new ones.

50%100%’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23’24
EducationPhilanthropyReligionHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CK
    CONG KEHILAS YISROEL BAIS HORAAH OF LAKEWOOD
    2× · 2019–2020 · $10k
  • EI
    EDUCATIONAL INSTITUTIONS VARIOUS
    2× · 2022–2023 · $6k
  • TL
    TORAH LEARNING CENTER INC
    2× · 2021–2024 · $3k

Funded once

  • AF
    ASSOCIATION FOR ADVANCEMENT OF EDUCATION INC
    one grant, 2022 · $48k
  • MU
    Moadim Uzmanimgraduated
    one grant, 2022 · $15k · revenue +27%
  • VE
    VARIOUS EDUCATIONAL AND RELIGIOUS ORGANIZATIONS
    one grant, 2021 · $10k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Tomchei Torah Inc

Religious Teaching

—
2
Ohr Olam Corp

publish religious books

Religion
3
Bnei Moshe
Philanthropy
4
Gemilas Chesed Kramer Inc
Philanthropy
5
Birchas Yaakov Kollel Inc

Maintain communal and charitable affairs in accordance with the tradition of the orthodox jewish faith

—
6
Ohr Yisrael Yeshiva Inc

Ohr Yisrael is a religious institution that provides religious services and instruction to Rabbis and community members.

Religion
7
Mishken Chaim Rivnits

Assistance to the indigent

Religion
8
Chasdei Dovid Elimelech Inc
Philanthropy
9
Mesivta Nezer Hatalmud Inc

to provide financial aid to organizations and lecturers which focus on strengthening Orthodox Jewish values. The organization will pay professional lecturers and provide supplies and material to disseminate the Torah

Philanthropy
10
Yeshiva Ohr Yisroel
Philanthropy
11
Zohar Hatorah Inc

Religious School

Religion
12
Mesivta Keren Orah

To conduct and maintain a religious school in accordance with the tenets, traditions and precepts of the orthodox jewish faith.

Education
How this is measured
The grantee most central to the portfolio’s shape is Bais Medrash Zichron Meir Inc; the most unlike its peers is Moadim Uzmanim. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

9 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 9 of the 52 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
9/9
Grantees still filing
6/9
Grew since first funded

Where the money sits, by cause and then by grantee

ASSOCIATION FOR ADVANCEMENT OF EDUCATION INC: $48,312 · OtherASSOCIATION FOR ADVANCEMENT OF EDUCATION INCCONG KEHILAS YISROEL BAIS HORAAH OF LAKEWOOD: $10,250 · OtherCONG KEHILAS YISROEL BAIS HORAAH OF LAKEWOODTALMUD TORAH ZICHRON YOCHANAN: $10,000 · OtherTALMUD TORAH ZICHRON YOCHANANVARIOUS EDUCATIONAL AND RELIGIOUS ORGANIZATIONS: $9,865 · OtherVARIOUS EDUCATIONAL AND RELIGIOUS ORGANIZATIONSCONG ANSHEI SFARD OF LAKEWOOD: $6,770 · OtherMISC: $6,352 · OtherEDUCATIONAL INSTITUTIONS VARIOUS: $5,532 · Other+36 more: $53,513 · Other+36 moreMoadim Uzmanim: $15,250 · PhilanthropyMoadim Uz…+2 more: $750 · PhilanthropyALEPH BEIS GIMMEL INC: $8,500 · ReligionKUPAS YOM TOV INC: $500 · ReligionLAKEWOOD CHEDER SCHOOL INC: $5,036 · EducationMESIVTA NEZER HATORAH: $1,000 · EducationBAIS MEDRASH ZICHRON MEIR INC: $500 · EducationMISASKIM CORP: $100 · Human Services
Other$150,594Philanthropy$16,000Religion$9,000Education$6,536Human Services$100

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMoadim Uzmanim: $15,250 over 1y, 1.0% of budgetALEPH BEIS GIMMEL INC: $8,500 over 1y, 0.9% of budgetLAKEWOOD CHEDER SCHOOL INC: $5,036 over 1y, 0.0% of budgetMESIVTA NEZER HATORAH: $1,000 over 1y, 0.0% of budgetKUPAS YOM TOV INC: $500 over 1y, 0.0% of budgetBAIS MEDRASH ZICHRON MEIR INC: $500 over 1y, 0.0% of budgetDONORS FUND INC: $500 over 1y, 0.0% of budgetAVNEI KODESH INC: $250 over 1y, 0.1% of budgetMISASKIM CORP: $100 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Moadim Uzmanim ↗
  • Who funds ALEPH BEIS GIMMEL INC ↗
  • Who funds LAKEWOOD CHEDER SCHOOL INC ↗
  • Who funds MESIVTA NEZER HATORAH ↗
  • Who funds KUPAS YOM TOV INC ↗
  • Who funds BAIS MEDRASH ZICHRON MEIR INC ↗
  • Who funds DONORS FUND INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Jewish Communal FundNY13.6× affinity5 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Communal Fund · Jack Adjmi Family Foundation Inc · The Ojc Fund · Fidelity Investments Charitable Gift Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Rees Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Rees Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24
no gov · 50%0%1%3%5%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 7%
  • Mesivta Nezer Hatorah: 7% of income from government
no gov moneyreceives it· size = income
5get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–15%
typical government reliance, FY20–24
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 52 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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