Perry Bessie F Trust
Perry Bessie F Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $79K in total assets. In 2024, it awarded 1 grant totaling $3K. Net investment income was $6K.
Perry Bessie F Trust at a glance
In short: Perry Bessie F Trust gave $3K across 1 grant in 2024 (avg $3K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,072
- +9.9% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $3,072
- +9.9% vs 2023
- Median grant
- $3,072
- Total assets
- $78,806
- +2.9% vs 2023
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Perry Bessie F Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Winchendon Health Foundation Inc ($3K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Perry Bessie F Trust gives
- Giving held roughly steady from 2021 to 2024 (−12%). Method
- In 2024 it paid out 92% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $3K (2023) to $4K (2022). In 2024 it made 1 grant totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Winchendon Health Foundation Inc Winchendon, MA | Supports Sherman Perry | $3,072 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $78,806 | $8,027 | $5,703 | $3,072 | 1 | $4,067 | $6,382 | $4,437 |
| 2023 | $76,556 | $2,454 | $5,194 | $2,794 | 1 | $3,731 | $736 | $4,089 |
| 2022 | $79,333 | $-2,984 | $6,967 | $4,079 | 1 | $5,050 | $97 | $4,247 |
| 2021 | $89,281 | $18,198 | $6,050 | $3,505 | 1 | $4,474 | $16,588 | $4,795 |
| 2020 | $77,041 | $5,609 | $6,021 | $3,542 | 1 | — | $4,118 | $4,177 |
Under IRS private-foundation payout rules, Perry Bessie F Trust reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Perry Bessie F Trust's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2024 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$1K (2020) → $2K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $2K, to Bank of America (Trustee).
Frequently asked questions about Perry Bessie F Trust
How much does Perry Bessie F Trust give each year?
Perry Bessie F Trust gave $3K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3K across 1 grant.
How large is Perry Bessie F Trust?
Perry Bessie F Trust reported $79K in total assets on its 2024 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Perry Bessie F Trust operate?
Perry Bessie F Trust has awarded grants in Massachusetts.
What is Perry Bessie F Trust's EIN?
Perry Bessie F Trust's EIN (Employer Identification Number) is 04-6039450. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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