Nonprofit · EIN 27-2006474
PHILIP T BEE CHARITABLE TRUST
Also known as JILL C BEE TTEE
Tax-exempt · DALLAS, TX 75209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $336,056 | $403,044 | -$66,988 | $2,876,630 | $0 | $2,876,630 |
| December 31, 2023 | 990-PF | $116,387 | $497,887 | -$381,500 | $3,006,276 | $60,217 | $2,946,059 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $74,088
- Interest
- $17,444
- Net gain from sales of assets
- $228,435
- Other income
- $16,089
Expenses
- Grants and similar amounts paid
- $366,000
- Disbursements for charitable purposes
- $370,119
- Excise tax on investment income
- $1,664
Balance sheet and other
- Total assets, start of year
- $3,006,276
- Total assets, end of year
- $2,876,630
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,876,630
- Fair market value of assets
- $3,466,501
- Qualifying distributions
- $370,119
- Net investment income
- $152,667
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL C BEE 5600 W LOVERS LANE, SUITE 116 PMB 136, DALLAS, TX 752094360 | TRUSTEE | 0 | $0 |
| ROSS B BEE 5223-B MOUNT BONNELL ROAD, AUSTIN, TX 78731 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL C BEE 5600 W LOVERS LANE, SUITE 116 PMB 136, DALLAS, TX 752094360 | TRUSTEE | 0 | $40,020 |
| ROSS B BEE 5223-B MOUNT BONNELL ROAD, AUSTIN, TX 78731 | TRUSTEE | 0 | $31,800 |
Address and contacts
- Address (IRS master file)
- 5600 W LOVERS LN STE 116 PMB 136, DALLAS, TX 75209-4360
- In care of
- % JILL CHRISTINA BEE
- Signed the 990-PF
- JILL C BEE, TRUSTEE
- Phone
- (214) 361-9207
- Return prepared by
- ALICE L HINCKLEY CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-2006474
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,876,630
- Income (IRS master file)
- $1,627,557
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $336,056 | $403,044 | $2,876,630 | XML |
| 990-PF | December 2023 | $116,387 | $497,887 | $3,006,276 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2006474).
Questions about PHILIP T BEE CHARITABLE TRUST
- What is the EIN of PHILIP T BEE CHARITABLE TRUST?
- The employer identification number (EIN) of PHILIP T BEE CHARITABLE TRUST is 27-2006474.
- Is PHILIP T BEE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to PHILIP T BEE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHILIP T BEE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHILIP T BEE CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILIP T BEE CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of PHILIP T BEE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does PHILIP T BEE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $336,056, expenses of $403,044 and total assets of $2,876,630 at year end.
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