Leo E and Helen H Reese Trust

CHARLESTON, SC EIN: 58-2026291

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$65K

+0.4% YoY

Annual Giving

$5K

-48.7% YoY

Grant Count

7

-12.5% YoY

Avg Grant Size

$714.286

-41.4% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3K$6K$10K$13K20202021202220232024
Metric202420232022
Total Assets$64,861$64,622$69,278
Revenue$6,791$7,030$7,103
Expenses$6,552$11,686$10,094
Qualifying Distributions$5,000$11,102$10,094
Net Investment Income$5,440$5,730$3,609
Distributable Amount$8,400$7,812$9,061

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$5K$7K$10K11 grants20208 grants20217 grants20228 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

JEWISH FAMILY SERVICE$1KML4 FOUNDATION$1KRESCUE MISSION OF MIDDLE…$1KCHARITY VEST INC$750SHRINERS HOSPITAL FOR CH…$250RED CROSS$250NATIONAL MS SOCIETY$250

Grant Size Distribution

41 grants across all recorded years

41<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Leo E and Helen H Reese Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RONALD LEE REESETRUSTEE2
ERICA R RABHANTRUSTEE2
JEAN REESE ROVNERTRUSTEE2

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

7states

Cities

AgawamAtlantaChalestonCharlestonCharlotteChicagoMaconRaleighTampaWashingtonWatkinsville

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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