RICHARD AND SANDRA BECKERT FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: RICHARD AND SANDRA BECKERT FOUNDATION (EIN 75-2769082)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-14
IRS object ID: 202443199349101804
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-14T09:25:59-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	900530757	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	R D RYAN & ASSOCIATES PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	17480 DALLAS PKWY STE 230	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75287	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	752769082	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RICHARD & SANDY BECKERT FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	RICH	BusinessNameControlTxt
Phone	2148550139	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	17480 DALLAS PKWY STE 230	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75287	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SANDRA BECKERT	PersonNm
Person Title	SECRETARY	PersonTitleTxt
Phone	2148550139	PhoneNum
Signature	2024-11-12	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT DEREK RYAN	PreparerPersonNm
PTIN	P01295332	PTIN
Phone	2148550139	PhoneNum
Preparation	2024-11-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$55,907	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Net Gain Sale Ast Rev And Expnss	$68	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,900	GrossSalesPriceAmt
Total Rev And Expnss	$68	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$750	AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$750	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,250	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$4,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$5,182	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$5,384	CashBOYAmt
Cash EOY	$4,034	CashEOYAmt
Cash EOYFMV	$4,034	CashEOYFMVAmt
Corporate Stock BOY	$54,401	CorporateStockBOYAmt
Corporate Stock EOY	$50,569	CorporateStockEOYAmt
Corporate Stock EOYFMV	$51,873	CorporateStockEOYFMVAmt
Total Assets BOY	$59,785	TotalAssetsBOYAmt
Total Assets EOY	$54,603	TotalAssetsEOYAmt
Total Assets EOYFMV	$55,907	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$59,785	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$54,603	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$59,785	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$54,603	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$59,785	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$54,603	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$59,785	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$5,182	ExcessRevenueOverExpensesAmt
Subtotal	$54,603	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$54,603	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	R DEREK RYAN	IndividualWithBooksNm
Phone	2148550139	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	17480 DALLAS PKWY STE 230	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75287	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	Yes (true)	UndistributedIncomePYInd
Undistributed Income PY1	2020	UndistributedIncomePY1Yr
Undistributed Income PY2	2019	UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not App	Yes (true)	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD BECKERT
15004 BELLBROOK DRIVE	DALLAS	TX	75254	PRESIDENT	000.00	$0	$0	$0
SANDRA BECKERT
15004 BELLBROOK DRIVE	DALLAS	TX	75254	SECRETARY	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$52,953	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,396	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$54,349	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$54,349	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$815	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$53,534	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,677	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,677	MinimumInvestmentReturnAmt
Distributable Before Adj	$2,677	DistributableBeforeAdjAmt
Distributable Before Ded	$2,677	DistributableBeforeDedAmt
Distributable As Adjusted	$2,677	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,500	ExpensesAndContributionsAmt
Qualifying Distributions	$4,500	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,677	DistributableAsAdjustedAmt
Undistributed Income PY	$999	UndistributedIncomePYAmt
Prior Year1	2020	PriorYear1Yr
Prior Year2	2019	PriorYear2Yr
Total For Prior Years	$4,664	TotalForPriorYearsAmt
Qualifying Distributions	$4,500	QualifyingDistributionsAmt
Applied To Year1	$999	AppliedToYear1Amt
Applied To Current Year	$2,677	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$824	RemainingDistriFromCorpusAmt
Total Corpus	$824	TotalCorpusAmt
Prior Year Undistributed Incm	$4,664	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$4,664	PriorYearDeficiencyOrTaxAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$824	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$824	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line2RecipientUSAddress/AddressLine2Txt
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE	DALLAS	TX	75231	PUBLIC	CHARITABLE	$250
RINGGOLD VOLUNTEER FIRE DEPARTMENT
375 FITE RD	RINGGOLD	TX	76261	PUBLIC	CHARITABLE	$200
AMERICAN CANCER SOCIETY
210 N HALL ST	DALLAS	TX	75226	PUBLIC	CHARITABLE	$250
NORTH TEXAS FOOD BANK
3677 MAPLESHADE LN	PLANO	TX	75075	PUBLIC	CHARITABLE	$350
UNIVERSITY OF DENVER
2199 S UNVIERSITY BLVD	DENVER	CO	80208	PUBLIC	EDUCATION	$250
NATIONAL RIFLE ASSOCIATION
11250 WAPLES MILL RD	FAIRFAX	VA	22030	PUBLIC	CHARITABLE	$200
ALPHA PSI OF CHI PSI EDUCATION
45 RUTLEDGE ST	NASHVILLE	TN	37210	PUBLIC	EDUCATION	$250
NOTRE DAME OF DALLAS SCHOOL
2018 ALLEN ST	DALLAS	TX	75204	PUBLIC	CHARITABLE	$1,225
THE BIRTHDAY PARTY PROJECT
2143 FARRINGTON ST	DALLAS	TX	75207	PUBLIC	CHARITABLE	$75
TEMPLE BETH EL
211 BELKNAP PL	SAN ANTONIO	TX	78212	PUBLIC	CHARITABLE	$100
ALZHEIMERS ASSOCIATION GREATER
5000 QUORUM DR	DALLAS	TX	75254	PUBLIC	CHARITABLE	$250	DALLAS
THE DALLAS FOUNDATION
3000 PEGASUS PARK DR	DALLAS	TX	75247	PUBLIC	CHARITABLE	$500		STE 930
SCOTTISH RITE FOR CHILDREN
2222 WELBORN ST	DALLAS	TX	75219	PUBLIC	CHARITABLE	$500
SISTERCARE
1820 MORLAINE RD	CAYCE	SC	29033	PUBLIC	CHARITABLE	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$68	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$68	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$68	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$750	Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
BNY MELLON GLB REAL RETURN C	2018-11	PURCHASE	2023-02	$1,000	$990	$10
BNY MELLON GLB REAL RETURN C	2018-11	PURCHASE	2023-12	$2,900	$2,842	$58

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	UBS GLOBAL ALLOCATION	StockNm
EOY Book Value	$50,569	EOYBookValueAmt
EOYFMV	$51,873	EOYFMVAmt

RICHARD AND SANDRA BECKERT FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

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