Philip T Bee Charitable Trust
Only null% goes to programs Strong reserves Declining revenue
Philip T Bee Charitable Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 2010, with $336,056 in FY2024 revenue. CharityIndex grades it C.
5600 W Lovers Ln Ste 116 Pmb 136, Dallas, TX, 75209 EIN 27-2006474 Since 2010
Revenue (FY2024)
$336K
▲ 188.7% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$403K
Net assets
$2.9M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Philip T Bee Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
C+Financial health25% of the rating86 mo reserves · -20% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Philip T Bee Charitable Trust: 86 mo reserves · -20% margin earns a C+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Philip T Bee Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Philip T Bee Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 5600 W Lovers Ln Ste 116 Pmb 136, Dallas, TX, 75209
- City
- Dallas
- State
- Texas
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $202K (FY2016) to $336K (FY2024) across 9 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.9M
Operating margin
-19.9%
Spent more than it raised in the latest fiscal year.
Total assets
$2.9M
Total liabilities
$0
Net assets
$2.9M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $336,056▲189% | $403,044▼19.0% | $2,876,630▼2.4% | $2,876,630▼4.3% | 990PF |
| 2023 | $116,387▼33.4% | $497,887▼1.0% | $2,946,059▼11.4% | $3,006,276▼10.3% | 990PF |
| 2022 | $174,676▼65.5% | $502,845▼4.1% | $3,326,518▼8.9% | $3,351,572▼8.2% | 990PF |
| 2021 | $506,225▲226% | $524,296▲5.6% | $3,651,201▼0.8% | $3,651,201▼1.5% | 990PF |
| 2020 | $155,167▲15.7% | $496,345▼13.2% | $3,679,789▼8.5% | $3,707,289▼8.5% | 990PF |
| 2019 | $134,111▼62.1% | $571,753▲2.6% | $4,019,959▼10.0% | $4,050,024▼9.6% | 990PF |
| 2018 | $353,969▼23.4% | $557,061▼19.1% | $4,467,758▼4.7% | $4,480,592▼4.5% | 990PF |
| 2017 | $462,264▲129% | $688,960▲2.6% | $4,686,657▼4.6% | $4,691,913▼4.6% | 990PF |
| 2016 | $201,960 | $671,503 | $4,911,566 | $4,915,789 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Philip T Bee Charitable Trust a legitimate nonprofit?
- Yes. Philip T Bee Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 27-2006474, based in Dallas, Texas. Donations are tax-deductible.
- What is Philip T Bee Charitable Trust's EIN?
- Philip T Bee Charitable Trust's Employer Identification Number (EIN) is 27-2006474.
- How much revenue does Philip T Bee Charitable Trust report?
- Philip T Bee Charitable Trust reported $336,056 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Philip T Bee Charitable Trust have?
- CharityIndex grades Philip T Bee Charitable Trust C, based on financial health (reserves and operating margin).
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Data for Philip T Bee Charitable Trust (EIN 27-2006474) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.