Philip T Bee Charitable Trust
Philip T Bee Charitable Trust is a private foundation based in Dallas, Texas. The organization operates as a charitable trust focused on distributing philanthropic resources to qualified charitable organizations.
Key facts about Philip T Bee Charitable Trust
- EIN
- 27-2006474
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $366,000
- Grants made (2024)
- 40
- Average grant
- $9,150
- Median grant
- $7,500
- New grantees (estimate)
- 3% first-time grantees (1 of 39, 2024)
- Total assets
- $2,876,630
- Primary geography
- Texas (72% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Philip T Bee Charitable Trust funds
By grant dollars, the top recipient states for Philip T Bee Charitable Trust's 40 itemized 2024 grants were Texas (72%), New Mexico (14%) and California (5%). The most frequent recipient cities were Austin, TX (13 grants), Dallas, TX (10 grants), Santa Fe, NM (6 grants) and Grand Prairie, TX (2 grants). None of its 40 grants with a stated purpose were described as general or operating support.
Is Philip T Bee Charitable Trust open to new grantees?
3%
first-time grantees, 2024
In 2024, 1 of 39 grantees (3%) were first-time recipients. First grants averaged $5K; repeat grants $10K. How we count
Medians: $5K first-time, $8K repeat.
- 95% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−9%). Method
- In 2024 it paid out 211% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Philip T Bee Charitable Trust
- How to evaluate Philip T Bee Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Philip T Bee Charitable Trust with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.9M
-4.3% YoY
Annual Giving
$366K
-3.3% YoY
Grant Count
40
-2.4% YoY
Avg Grant Size
$9K
-0.9% YoY
Under IRS private-foundation payout rules, Philip T Bee Charitable Trust reported a distributable amount of $175K for 2024 — the minimum it must pay out in qualifying distributions.
Ready to take the next step with Philip T Bee Charitable Trust?
Geographic Focus
Where this funder awards grants
The foundation is located in Dallas, Texas.
Note: Limited information is available in the verified sources provided. For comprehensive grant guidelines, application procedures, funding priorities, and additional details about this foundation's grantmaking practices, prospective applicants should contact the foundation directly or consult additional official documentation.
Grant Distribution by State
Share of all 40 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
Based on the most recent IRS Form 990 filing (2023):
- Total Assets: $3,006,276
- Total Annual Giving: $378,500
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,876,630 | $3,006,276 | $3,351,572 |
| Revenue | $336,056 | $116,387 | $174,676 |
| Expenses | $403,044 | $497,887 | $502,845 |
| Qualifying Distributions | $370,119 | $449,402 | $464,295 |
| Net Investment Income | $119,742 | $69,474 | $105,847 |
| Distributable Amount | $175,138 | $174,710 | $191,755 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
204 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Children's Health Foundation ($30,000 across 2 grants), Dallas Museum of Art ($25,000), Search Dog Foundation ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DALLAS MUSEUM OF ART Dallas, TX | ART MUSEUM | $25,000 |
| CHILDREN'S HEALTH FOUNDATION Dallas, TX | PET ASSISTED THERAPY | $20,000 |
| SEARCH DOG FOUNDATION Ojai, CA | HIGHLY TRAINED CANINE DISASTER TEAMS | $20,000 |
| TCU RANCH MANAGEMENT Fort Worth, TX | AGRICULTURAL RESOURCE MGMT EDUCATION | $20,000 |
| UT SOUTHWESTERN MEDICAL CENTER Dallas, TX | IMPROVE HEALTHCARE IN COMMUNITY | $20,000 |
| AGE OF CENTRAL TEXAS Austin, TX | TACKLING CHALLENGES OF AGING | $15,000 |
| PEROT MUSEUM Dallas, TX | MUSEUM OF NATURE & SCIENCE | $15,000 |
| THE FOOD DEPOT Santa Fe, NM | FOOD ASSISTANCE | $15,000 |
| WORLD CENTRAL KITCHEN Washington, DC | MEALS IN WAKE OF NATURAL DISASTERS | $15,000 |
| CHILDREN FIRST COUNSELING CENTER Grand Prairie, TX | END CYCLE OF FAMILY VIOLENCE | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jill C Bee | Trustee | — | — |
| Ross B Bee | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
Where does Philip T Bee Charitable Trust make grants?
The foundation is located in Dallas, Texas. --- **Note:** Limited information is available in the verified sources provided. For comprehensive grant guidelines, application procedures, funding priorities, and additional details about this foundation's grantmaking practices, prospective applicants should contact the foundation directly or consult additional official documentation.
What size grants does Philip T Bee Charitable Trust award?
In 2024, Philip T Bee Charitable Trust awarded 40 grants totaling $366K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Philip T Bee Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Philip T Bee Charitable Trust reported a distributable amount of $175K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Philip T Bee Charitable Trust's EIN?
Philip T Bee Charitable Trust's EIN (Employer Identification Number) is 27-2006474. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Philip T Bee Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Texas Instruments Foundation
Dallas, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
Communities Foundation of Texas Inc
Dallas, TX
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
Santa Fe Community Foundation
Santa Fe, NM
Assets
$144.1M
Grants
302
Total Given
$12.4M
The Dallas Foundation
Dallas, TX
Assets
$491.5M
Grants
788
Total Given
$87.3M
Kline Family Foundation
Dallas, TX
Assets
$1.8M
Grants
60
Total Given
$253K
Shell USA Company Foundation
Houston, TX
Assets
$52.3M
Grants
4,650
Total Given
$16.0M
Greater Houston Community Foundation
Houston, TX
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
Celanese Foundation
Irving, TX
Assets
—
Grants
1,423
Total Given
$1.8M
Once Upon a Time Foundation
Fort Worth, TX
Assets
$276.7M
Grants
1,039
Total Given
$10.7M
Baker Hughes Foundation
Houston, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
Jpmorgan Chase Foundation
New York, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
The Pfizer Foundation Inc
New York, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
More Funders in Texas
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.