Beard Fund - Co David Beard

990PF • Fiscal year 2023 • EIN 75-6029095

Sep 01, 2022 to Aug 31, 2023 • Filed on May 30, 2024

Organization Profile

117 Liberty LaneRockwall, TX 75032

(214) 802-1611

Siviq Scores

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

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

-89%

Higher net margin than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

-3.8%

Faster asset growth than 40% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

84%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets60th percentile

Assets

Flat

$78,026

Flat from 2023

Net Assets

$78,026

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2023

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin9th percentile

Revenue

Flat

$3,442

Flat from 2023

Expenses

Flat

$6,511

Flat from 2023

Net Income

Flat

-$3,069

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

Highlighted filing

2023

Assets$78,026

Liabilities$0

Net Assets$78,026

Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

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

Highlighted filing

2023

Revenue$3,442

Expenses$6,511

Net Income-$3,069

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2022 to Aug 31, 2023
Signed: May 30, 2024
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID GLEN BEARD	Trustee	-	$0	-	-
SANDY E BEARD	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	SCOTTISH RITE FOR CHILDREN	CHARITABLE-OTHER	-	DALLAS, TX, US	$2,000
Paid Grant	PATROIT PAWS SERVICE DOGS	CHARITABLE-OTHER	-	ROCKWALL, TX, US	$1,300
Paid Grant	EAST TRINITY MASONIC LODGE	CHARITABLE-OTHER	-	ROCKWALL, TX, US	$800

Filing and Contact Details

Filer

Filer Name: Beard Fund - Co David Beard
EIN: 75-6029095
Phone: 2148021611
Address: 117 LIBERTY LANE, ROCKWALL, TX 75032

Signing Officer

Name: David Glen Beard
Title: Trustee
Phone: 2148021611
Signed: 2024-05-30

Preparer

Firm: Turner Vedrenne & Howard Pc
Address: 9330 LYNDON B JOHNSON FWY STE 875, DALLAS, TX 75243-4353
Preparer: Thomas L Turner
Phone: 9726444131

Raw XML Appendix255 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	PIMCO INCOME FD CL C
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	PIMCO INCOME FD CL C
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	192
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	5398
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	175
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	4993
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2022-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2023-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	-17
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	-405
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	70216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	PMA WELLS FARGO ACCT (MUTUAL FUNDS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	63685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	3853
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-422
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	1
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	0	10
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	3442
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	3442
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	4100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	4100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	3853
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	3853
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-3069
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	5168
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	1
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	1
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-422
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	3854
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	10
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	36
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	4100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	6511
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	3854
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	3442
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	2411
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-3069
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	78026
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	81095
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	78026
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	3655
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	3655
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	3655
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	3709
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	54
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	54
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	54
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	54
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	54
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	54
IRS990PF/FMVAssetsEOYAmt	0	71495
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	6694
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	6434
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	6434
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	71954
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	70216
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	63685
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	81095
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	78026
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	2447
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	1376
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	1376
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	81095
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	78026
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	71495
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	81095
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	78026
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	81095
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	78026
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	75307
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	2521
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	66352
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	1130
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	6434
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	3709
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	74177
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	75307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DAVID GLEN BEARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	SANDY E BEARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	117 LIBERTY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	117 LIBERTY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	ROCKWALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	ROCKWALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	75032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	75032
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	4100
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	4100
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	DAVID BEARD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	117 LIBERTY LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	ROCKWALL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	75032
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2148021611
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	WRITTEN APPLICATION TO INCLUDE PROOF OF EXEMPTION PER SEC. 501(C)(3)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	DAVID BEARD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	2148021611
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	117 LIBERTY LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	ROCKWALL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	75032
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	MUST BE AN EXEMPT ORGANIZATION PER SEC. 501(C)(3).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE-OTHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CHARITABLE-OTHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CHARITABLE-OTHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	EAST TRINITY MASONIC LODGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	PATROIT PAWS SERVICE DOGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	SCOTTISH RITE FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	104 S GOLIAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	254 RANCH TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	2222 WELBORN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	ROCKWALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	ROCKWALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	75087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	75032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	75219
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	4100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	5
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	4095
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	3655
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	4100
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	3650
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	4095
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	6694
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	6434
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	6434
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	175
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	10
TaxesSchedule/TaxesDetail/Amt	0	36
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID GLEN BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2148021611
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BEARD FUND - CO DAVID BEARD
ReturnHeader/Filer/BusinessNameControlTxt	0	BEAR
ReturnHeader/Filer/EIN	0	756029095
ReturnHeader/Filer/PhoneNum	0	2148021611
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	117 LIBERTY LANE
ReturnHeader/Filer/USAddress/CityNm	0	ROCKWALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	75032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	752915651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	TURNER VEDRENNE & HOWARD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	9330 LYNDON B JOHNSON FWY STE 875
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	752434353
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9726444131
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	THOMAS L TURNER
ReturnHeader/ReturnTs	0	2024-06-05T16:57:33-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BEARD
ReturnHeader/TaxPeriodBeginDt	0	2022-09-01
ReturnHeader/TaxPeriodEndDt	0	2023-08-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $78,026
Liabilities: $0
Net assets: $78,026
Revenue: $3,442
Expenses: $6,511
Net income: -$3,069

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.75	$0.00	$0.75	$0.03	$0.06	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$0.78	$0.00	$0.78	$0.03	$0.07	$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