Philip T Bee Charitable Trust

Jill C Bee Ttee

Dallas, TX
Tax-exempt since June 2010
EIN: 27-2006474

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$336k (2024)

Expenses

$403k (2024)

Total Assets

$2.88M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$336,056

Expenses

$403,044

Net Income

-$66,988

Net Assets

$2,876,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,444	5.2%
Dividends	$74,088	22.0%
Sales of Assets	$228,435	68.0%
Other Income	$16,089	4.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$370,119	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,876,630
Total Liabilities	$0
Net Assets	$2,876,630

Compensation

Key Employees and Officers	Compensation	Other
Jill C Bee (Trustee)	$0	$0
Ross B Bee (Trustee)	$0	$0

990-PF

Filed on Oct. 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$116,387

Expenses

$497,887

Net Income

-$381,500

Net Assets

$2,946,059

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,017	9.5%
Dividends	$69,554	59.8%
Sales of Assets	$6,993	6.0%
Other Income	$28,823	24.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$449,402	90.3%
Compensation of Officers*	$71,820	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,006,276
Total Liabilities	$60,217
Net Assets	$2,946,059

Compensation

Key Employees and Officers	Compensation	Other
Jill C Bee (Trustee)	$40,020	$0
Ross B Bee (Trustee)	$31,800	$0

990-PF

Filed on Oct. 27, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$174,676

Expenses

$502,845

Net Income

-$328,169

Net Assets

$3,326,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$62,151	35.6%
Sales of Assets	$77,207	44.2%
Other Income	$35,308	20.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$464,295	92.3%
Compensation of Officers*	$71,820	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,351,572
Total Liabilities	$25,054
Net Assets	$3,326,518

Compensation

Key Employees and Officers	Compensation	Other
Jill C Bee (Trustee)	$40,020	$0
Ross B Bee (Trustee)	$31,800	$0

990-PF

Filed on Oct. 31, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$506,225

Expenses

$524,296

Net Income

-$18,071

Net Assets

$3,651,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$74,587	14.7%
Sales of Assets	$406,980	80.4%
Other Income	$24,647	4.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$486,893	92.9%
Compensation of Officers*	$71,820	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,651,201
Total Liabilities	$0
Net Assets	$3,651,201

Compensation

Key Employees and Officers	Compensation	Other
Jill C Bee (Trustee)	$40,020	$0
Ross B Bee (Trustee)	$31,800	$0

990-PF

Filed on Oct. 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$155,167

Expenses

$496,345

Net Income

-$341,178

Net Assets

$3,679,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$72,096	46.5%
Sales of Assets	$71,797	46.3%
Other Income	$11,266	7.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$460,585	92.8%
Compensation of Officers*	$71,820	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,707,289
Total Liabilities	$27,500
Net Assets	$3,679,789

Compensation

Key Employees and Officers	Compensation	Other
Jill C Bee (Trustee)	$40,020	$0
Ross B Bee (Trustee)	$31,800	$0

990-PF

Filed on Nov. 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$134,111

Expenses

$571,753

Net Income

-$437,642

Net Assets

$4,019,959

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$106,604	79.5%
Sales of Assets	$10,938	8.2%
Other Income	$16,560	12.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$531,706	93.0%
Compensation of Officers*	$71,820	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,050,024
Total Liabilities	$30,065
Net Assets	$4,019,959

Compensation

Key Employees and Officers	Compensation	Other
Jill C Bee (Trustee)	$40,020	$0
Ross B Bee (Trustee)	$31,800	$0

990-PF

Filed on Nov. 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$353,969

Expenses

$557,061

Net Income

-$203,092

Net Assets

$4,467,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$118,350	33.4%
Sales of Assets	$211,174	59.7%
Other Income	$24,429	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$524,903	94.2%
Compensation of Officers*	$71,820	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,480,592
Total Liabilities	$12,834
Net Assets	$4,467,758

Compensation

Key Employees and Officers	Compensation	Other
Jill C Bee (Trustee)	$40,020	$0
Ross B Bee (Trustee)	$31,800	$0

990-PF

Filed on Nov. 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$462,264

Expenses

$688,960

Net Income

-$226,696

Net Assets

$4,686,657

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.0%
Dividends	$120,796	26.1%
Sales of Assets	$313,869	67.9%
Other Income	$27,572	6.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$574,744	83.4%
Compensation of Officers*	$71,820	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,691,913
Total Liabilities	$5,256
Net Assets	$4,686,657

Compensation

Key Employees and Officers	Compensation	Other
Jill C Bee (Trustee)	$40,020	$0
Ross B Bee (Trustee)	$31,800	$0

990-PF

Filed on Nov. 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$201,960

Expenses

$671,503

Net Income

-$469,543

Net Assets

$4,911,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$142,668	70.6%
Sales of Assets	$29,506	14.6%
Other Income	$29,768	14.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$564,966	84.1%
Compensation of Officers*	$48,340	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,915,789
Total Liabilities	$4,223
Net Assets	$4,911,566

Compensation

Key Employees and Officers	Compensation	Other
Jill C Bee (Trustee)	$28,705	$17,206
Ross B Bee (Trustee)	$19,635	$0

990-PF

Filed on June 29, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2015

Revenue

$275,040

Expenses

$657,426

Net Income

-$382,386

Net Assets

$5,378,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$123,521	44.9%
Sales of Assets	$125,971	45.8%
Other Income	$25,545	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$543,286	82.6%
Compensation of Officers*	$44,500	6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,378,853
Total Liabilities	$0
Net Assets	$5,378,853

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,722,463

Expenses

$572,020

Net Income

$1,150,443

Net Assets

$5,766,766

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22	0.0%
Dividends	$137,098	8.0%
Sales of Assets	$1,535,479	89.1%
Other Income	$49,864	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$470,095	82.2%
Compensation of Officers*	$40,792	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,767,028
Total Liabilities	$262
Net Assets	$5,766,766

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$240,021

Expenses

$462,129

Net Income

-$222,108

Net Assets

$3,910,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$92,385	38.5%
Sales of Assets	$97,348	40.6%
Other Income	$50,275	20.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$374,221	81.0%
Compensation of Officers*	$48,208	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,925,536
Total Liabilities	$14,937
Net Assets	$3,910,599

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$200,141

Expenses

$370,597

Net Income

-$170,456

Net Assets

$4,122,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$113,150	56.5%
Sales of Assets	$44,375	22.2%
Other Income	$42,609	21.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$289,775	78.2%
Compensation of Officers*	$32,500	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,134,736
Total Liabilities	$12,298
Net Assets	$4,122,438

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$737,151

Expenses

$298,019

Net Income

$439,132

Net Assets

$4,272,074

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$102,761	13.9%
Sales of Assets	$589,135	79.9%
Other Income	$45,253	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,815	67.4%
Compensation of Officers*	$27,000	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,272,074
Total Liabilities	$0
Net Assets	$4,272,074

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated March 23, 2026

Philip T Bee Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $336k (2024)

Expenses $403k (2024)

Total Assets $2.88M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$336k (2024)

Expenses

$403k (2024)

Total Assets

$2.88M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011