AUMdb

Paul J And Martha N Rees Charitable Tr Ua 08312005

EIN 206740669 · 501(c)(3) · Private foundation · Winchester, VA · recognized 2006

Assets
$8.6M
Revenue
$583K
Expenses
$916K
Investment income
$512K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Thomas W Neubert Primary trustee $0 $0
Barbara Neubert Pascua Trustee $0 $0
Gerald V Neubert Trustee $0 $0
Mary Lee Eberl Evans Trustee $0 $0
Virginia Ann Lucatelli Trustee $0 $0