Perry Bessie F Trust

DALLAS, TX EIN: 04-6039450

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 grants totaling $3K. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$79K

+2.9% YoY

Annual Giving

$3K

+9.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

+9.9% YoY

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.

About Perry Bessie F Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $17K (100%)

States

Massachusetts

Cities

Winchendon

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$78,806	$76,556	$79,333
Revenue	$8,027	$2,454	$-2,984
Expenses	$5,703	$5,194	$6,967
Qualifying Distributions	$4,067	$3,731	$5,050
Net Investment Income	$6,382	$736	$97
Distributable Amount	$4,437	$4,089	$4,247

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 Winchendon Health Foundation Inc ($3,072).

Recipient	Purpose	Amount
WINCHENDON HEALTH FOUNDATION INC WINCHENDON, MA	SUPPORTS SHERMAN PERRY	$3,072

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	$1,600

Frequently Asked Questions

How large is Perry Bessie F Trust?

As of 2024, Perry Bessie F Trust holds $79K in total assets with $8K in annual revenue. It awarded 1 grants totaling $3K in 2024.

Where does Perry Bessie F Trust operate?

Perry Bessie F Trust has awarded grants in Massachusetts.

What size grants does Perry Bessie F Trust award?

In 2024, Perry Bessie F Trust awarded 1 grants totaling $3K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Perry Bessie F Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Perry Bessie F Trust reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

Explore Open Grants

Browse active grant opportunities in Perry Bessie F Trust's focus areas in our free grants database

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

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