Marcus Beebe Trust

DALLAS, TX EIN: 04-6047095

Marcus Beebe Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $200K in total assets. In 2024, it awarded 1 grants totaling $8K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$200K

+3.4% YoY

Annual Giving

$8K

+10.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$8K

+10.4% YoY

Under IRS private-foundation payout rules, Marcus Beebe Trust reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.

About Marcus Beebe Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $43K (100%)

States

Massachusetts

Cities

Wakefield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$200,438	$193,783	$199,883
Revenue	$20,515	$6,733	$-5,256
Expenses	$13,648	$12,762	$18,762
Qualifying Distributions	$10,038	$9,286	$13,095
Net Investment Income	$16,772	$2,574	—
Distributable Amount	$11,422	$10,468	$10,868

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lucius Beebe Memorial Library ($7,856).

Recipient	Purpose	Amount
LUCIUS BEEBE MEMORIAL LIBRARY WAKEFIELD, MA	UNRESTRICTED GENERAL	$7,856

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$4,119

Frequently Asked Questions

How large is Marcus Beebe Trust?

As of 2024, Marcus Beebe Trust holds $200K in total assets with $21K in annual revenue. It awarded 1 grants totaling $8K in 2024.

Where does Marcus Beebe Trust operate?

Marcus Beebe Trust has awarded grants in Massachusetts.

What size grants does Marcus Beebe Trust award?

In 2024, Marcus Beebe Trust awarded 1 grants totaling $8K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Marcus Beebe Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marcus Beebe Trust reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Marcus Beebe Trust's EIN?

Marcus Beebe Trust's EIN (Employer Identification Number) is 04-6047095. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Marcus Beebe Trust's focus areas in our free grants database

Texas Grants Massachusetts Grants

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

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