Bessie I Whitney

Foundation · Grantmaker Dallas, TX EIN: 01-6029353

Bessie I Whitney is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $488K in total assets. In 2025, it awarded 3 grants totaling $25K. Net investment income was $47K.

Key facts about Bessie I Whitney

In short: Bessie I Whitney gave $25K across 3 grants in 2025 (avg $8K), mostly in Maine. Source: 2025 IRS Form 990-PF.

EIN
01-6029353
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$24,622
Grants made (2025)
3
Average grant
$8,207
Median grant
$7,387
Total assets
$488,098
Primary geography
Maine (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$488K

+3.6% YoY

Annual Giving

$25K

+6.6% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$8K

+6.6% YoY

Under IRS private-foundation payout rules, Bessie I Whitney reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.

How Bessie I Whitney gives

  • Giving held roughly steady from 2022 to 2025 (−6%). Method
  • In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 3 itemized 2025 grant dollars.

States

Cities

Bangor

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K3 grants20203 grants20213 grants20223 grants20233 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Hammond St Cong Church: $10KHammond St Cong Church$10KUnited Way of Eastern Maine: $7KUnited Way of Eastern Maine$7KEastern Maine Medical Center: $7KEastern Maine Medical Center$7K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
HAMMOND ST CONG CHURCH Bangor, MEUNRESTRICTED GENERAL$9,848
UNITED WAY OF EASTERN MAINE Bangor, MEUNRESTRICTED GENERAL$7,387
EASTERN MAINE MEDICAL CENTER Bangor, MEUNRESTRICTED GENERAL$7,387

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K202020212022202320242025
Metric202520242023
Total Assets$488,098$471,012$453,846
Revenue$53,391$50,706$16,138
Expenses$36,445$33,064$25,931
Qualifying Distributions$28,417$26,707$20,221
Net Investment Income$46,900$44,038$7,506
Distributable Amount$28,548$26,957$24,577

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Bessie I Whitney's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2020

    1 hr/week

    $7K (2020) → $8K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $8KBank of AmericaTrustee$8K

Frequently asked questions about Bessie I Whitney

How much does Bessie I Whitney give each year?

Bessie I Whitney gave $25K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 3 grants.

What is Bessie I Whitney's typical grant size?

Bessie I Whitney's median grant in 2025 was $7,387, and its average grant was $8,207, across 3 grants on its 2025 IRS Form 990-PF.

Where does Bessie I Whitney give grants?

Bessie I Whitney gives mostly in Maine: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bangor, ME (3 grants).

Does Bessie I Whitney give general operating support?

Yes: 100% of Bessie I Whitney's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Bessie I Whitney?

Bessie I Whitney reported $488K in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets).

What is Bessie I Whitney's EIN?

Bessie I Whitney's EIN (Employer Identification Number) is 01-6029353. IRS Form 990 filing data is available on this page for 2020–2025.

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

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