Civic Intelligence

Beard Fund - Co David Beard

990PF • Fiscal year 2013 • EIN 75-6029095

Sep 01, 2012 to Aug 31, 2013 • Filed on Jul 08, 2014

117 Liberty Lane75032
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

45th percentile

-0.7%

Faster asset growth than 45% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$112,619

Down $772 (-0.7%) from 2012

Net Assets

Down

$112,619

Down $772 (-0.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$2,504

Down $11,077 (-82%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $126,288Liabilities 2011: $02011Assets 2012: $113,391Liabilities 2012: $0Net Assets 2012: $113,3912012Assets 2013: $112,619Liabilities 2013: $0Net Assets 2013: $112,6192013Assets 2014: $108,187Liabilities 2014: $0Net Assets 2014: $108,1872014Assets 2015: $107,624Liabilities 2015: $0Net Assets 2015: $107,6242015Assets 2016: $98,715Liabilities 2016: $0Net Assets 2016: $98,7152016Assets 2017: $95,819Liabilities 2017: $0Net Assets 2017: $95,8192017Assets 2018: $88,186Liabilities 2018: $0Net Assets 2018: $88,1862018Assets 2019: $87,054Liabilities 2019: $0Net Assets 2019: $87,0542019Assets 2020: $88,259Liabilities 2020: $0Net Assets 2020: $88,2592020Assets 2021: $88,387Liabilities 2021: $0Net Assets 2021: $88,3872021Assets 2022: $81,095Liabilities 2022: $0Net Assets 2022: $81,0952022Assets 2023: $78,026Liabilities 2023: $12023Assets 2024: $74,655Liabilities 2024: $0Net Assets 2024: $74,6552024

Highlighted filing

2013

Assets$112,619
Liabilities$0
Net Assets$112,619

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$10K$0-$10KRevenue 2011: $191Expenses 2011: $6,671Net Income 2011: -$6,4802011Expenses 2012: $13,5812012Expenses 2013: $2,5042013Revenue 2014: $3,145Expenses 2014: $7,577Net Income 2014: -$4,4322014Revenue 2015: $2,971Expenses 2015: $3,534Net Income 2015: -$5632015Revenue 2016: -$4,244Expenses 2016: $4,665Net Income 2016: -$8,9092016Revenue 2017: $2,938Expenses 2017: $5,834Net Income 2017: -$2,8962017Revenue 2018: $3,488Expenses 2018: $11,121Net Income 2018: -$7,6332018Revenue 2019: $3,404Expenses 2019: $4,536Net Income 2019: -$1,1322019Revenue 2020: $3,835Expenses 2020: $2,630Net Income 2020: $1,2052020Revenue 2021: $2,512Expenses 2021: $2,384Net Income 2021: $1282021Revenue 2022: $1,873Expenses 2022: $9,165Net Income 2022: -$7,2922022Revenue 2023: $3,442Expenses 2023: $6,511Net Income 2023: -$3,0692023Revenue 2024: $2,711Expenses 2024: $6,082Net Income 2024: -$3,3712024

Highlighted filing

2013

Revenue-
Expenses$2,504
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Jul 8, 2014
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID GLEN BEARDTrustee-$0--
SANDY E BEARDTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMASONIC GRAND LODGECHARITABLE - OTHER-WACO, TX, US$500
Paid GrantEAST TRINITY MASONIC LODGE 157CHARITABLE - OTHER-ROCKWALL, TX, US$400
Paid GrantPATRIOT PAWS SERVICE DOGSCHARITABLE - OTHER-ROCKWALL, TX, US$125
Filing and Contact Details

Filer

EIN
75-6029095
Raw XML Appendix262 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount01475
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
CompensationExplanation/Compensation/PersonName0DAVID GLEN BEARD
CompensationExplanation/Compensation/PersonName1SANDY E BEARD
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0101617
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0PMA WELLS FARGO ACCT (MUTUAL FUNDS)
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV099243
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01621
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome0111
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01621
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0111
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01732
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01475
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps01025
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss01025
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-772
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm01621
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss01621
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01621
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0111
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss04
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps01025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss02504
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01732
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01479
IRS990PF/BalanceSheets/CapitalStockBOY043865
IRS990PF/BalanceSheets/CapitalStockEOY043865
IRS990PF/BalanceSheets/InvestmentsOtherEOY0101617
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV099243
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY02694
IRS990PF/BalanceSheets/OtherAssetsEOY02694
IRS990PF/BalanceSheets/OtherAssetsEOYFMV02694
IRS990PF/BalanceSheets/RetainedEarningsBOY069526
IRS990PF/BalanceSheets/RetainedEarningsEOY068754
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0110697
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY08308
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV08308
IRS990PF/BalanceSheets/TotalAssetsBOY0113391
IRS990PF/BalanceSheets/TotalAssetsEOY0112619
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0110245
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0113391
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0112619
IRS990PF/BalanceSheets/TotalNetAssetsBOY0113391
IRS990PF/BalanceSheets/TotalNetAssetsEOY0112619
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-772
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0112619
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0113391
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0112619
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted05534
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj05534
IRS990PF/DistributableAmount/DistributableAmountBeforeDed05534
IRS990PF/DistributableAmount/MinimumInvestmentReturn05566
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome032
IRS990PF/DistributableAmount/TotalTax032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue032
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0110245
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0113006
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances059503
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities050809
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01695
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets02694
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn05566
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0111311
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0113006
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DAVID GLEN BEARD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SANDY E BEARD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10117 LIBERTY LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11117 LIBERTY LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0ROCKWALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1ROCKWALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode075032
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode175032
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct010113
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets010097
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.090714
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.102253
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.040522
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.136416
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.067332
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.107045
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0111311
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10118041
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20127337
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30138180
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40155200
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50160167
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome016
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions01025
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1012070
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear205160
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3018850
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4010450
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5017145
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.453568
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions01025
IRS990PF/QualifyingDistributions/ExpensesAndContributions01025
IRS990PF/QualifyingDistributions/QualifyingDistributions01025
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0DAVID BEARD
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09727711255
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10117 LIBERTY LANE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ROCKWALL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode075032
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN APPLICATION TO INCLUDE PROOF OF EXEMPTION PER SEC. 501(C)(3)
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0DAVID BEARD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09727711255
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10117 LIBERTY LANE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0ROCKWALL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode075032
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0MUST BE AN EXEMPT ORGANIZATION PER SEC. 501(C)(3)
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2125
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE - OTHER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE - OTHER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE - OTHER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10EAST TRINITY MASONIC LODGE 157
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MASONIC GRAND LODGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12PATRIOT PAWS SERVICE DOGS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10104 S GOLIAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 446
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12254 RANCH TRIAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ROCKWALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WACO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ROCKWALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode075087
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode176703
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode275032
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear01025
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01025
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted05534
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear106172
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3011953
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear402843
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear509249
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus04509
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY04509
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear504740
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear020968
IRS990PF/UndistributedIncome/ExcessFromYear106172
IRS990PF/UndistributedIncome/ExcessFromYear3011953
IRS990PF/UndistributedIncome/ExcessFromYear402843
IRS990PF/UndistributedIncome/QualifyingDistributions01025
IRS990PF/UndistributedIncome/TotalCorpus025708
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover030217
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue02694
OtherAssetsSchedule/OtherAssets/Description0OTHER ASSETS
OtherAssetsSchedule/OtherAssets/EOYBookValue02694
OtherAssetsSchedule/OtherAssets/EOYFMV02694
OtherIncomeSchedule2/OtherIncome/Description0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0111
TaxesSchedule/Taxes/Amount04
TaxesSchedule/Taxes/Category0FEDERAL TAXES
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0756029095
ReturnHeader/Filer/Name/BusinessNameLine10BEARD FUND - CO DAVID BEARD
ReturnHeader/Filer/NameControl0BEAR
ReturnHeader/Filer/Phone09727711255
ReturnHeader/Filer/USAddress/AddressLine10117 LIBERTY LANE
ReturnHeader/Filer/USAddress/City0ROCKWALL
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075032
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02014-07-08
ReturnHeader/Officer/Name0DAVID BEARD
ReturnHeader/Officer/Phone09727711255
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/Preparer/DatePrepared02014-07-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TURNER VEDRENNE & HOWARD PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine109330 LYNDON B JOHNSON FWY STE 875
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DALLAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0752434353
ReturnHeader/Preparer/Name0THOMAS L TURNER
ReturnHeader/Preparer/Phone09726444131
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-09-01
ReturnHeader/TaxPeriodEndDate02013-08-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-07-14T16:56:56-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.03$0.06$0.03
2023Summary only. Only limited summary data is available for this year.$0.78$0.00$0.03$0.07$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.02$0.09$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.03$0.02$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.04$0.03$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.03$0.05$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.03$0.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.04$0.05$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.03$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.03$0.08$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.14
2011Summary only. Only limited summary data is available for this year.$1.26$0.00$0.00$0.07$0.06