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RICHARD AND SANDRA BECKERT FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
RICHARD AND SANDRA BECKERT FOUNDATION (EIN 75-2769082)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201903169349100020
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-12T08:28:11-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN900530757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1R D RYAN & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15440 HARVEST HILL RD STE 220AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752306441ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752769082EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD & SANDY BECKERT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone2148550139PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15440 HARVEST HILL ROAD 220AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDRA BECKERTPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2148550139PhoneNum
Signature2019-10-22SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEREK RYANPreparerPersonNm
PTINP01295332PTIN
Phone2148550139PhoneNum
Preparation2019-11-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-12IPDt
IP Tm08:28:11IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id96200C9BDA4B4AA75EBE49A09F5D941F617E0ECEAtSubmissionCreationDeviceId
At Submission Filing Device Id1132F737BAC3FC8143A511C63C19C0D57F8AF19DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$57,345FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,460DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,460DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,460DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,590NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$56,889GrossSalesPriceAmt
Total Rev And Expnss-$2,130TotalRevAndExpnssAmt
Total Net Invst Incm$1,460TotalNetInvstIncmAmt
Total Adj Net Incm$1,460TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$0TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,130ExcessRevenueOverExpensesAmt
Net Investment Income$1,460NetInvestmentIncomeAmt
Adjusted Net Income$1,460AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$169CashBOYAmt
Cash EOY$58CashEOYAmt
Cash EOYFMV$58CashEOYFMVAmt
Corporate Stock BOY$60,479CorporateStockBOYAmt
Corporate Stock EOY$58,460CorporateStockEOYAmt
Corporate Stock EOYFMV$57,287CorporateStockEOYFMVAmt
Total Assets BOY$60,648TotalAssetsBOYAmt
Total Assets EOY$58,518TotalAssetsEOYAmt
Total Assets EOYFMV$57,345TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$60,648UnrestrictedBOYAmt
Unrestricted EOY$58,518UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$60,648TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$58,518TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$60,648TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$58,518TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$60,648TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,130ExcessRevenueOverExpensesAmt
Subtotal$58,518SubtotalAmt
Tot Net Ast Or Fund Balances EOY$58,518TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$55,458NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2$49,411NetVlNoncharitableAssetsYr2Amt
Net Vl Noncharitable Assets Yr3$50,968NetVlNoncharitableAssetsYr3Amt
Net Vl Noncharitable Assets Yr4$49,400NetVlNoncharitableAssetsYr4Amt
Net Vl Noncharitable Assets Yr5$45,426NetVlNoncharitableAssetsYr5Amt
Net Vl Noncharitable Assets$58,328NetVlNoncharitableAssetsAmt
Net Investment Income Pct$15NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$29InvestmentIncomeExciseTaxAmt
Subtotal$29SubtotalAmt
Tax Based On Investment Income$29TaxBasedOnInvestmentIncomeAmt
Tax Due$29TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksR DEREK RYANIndividualWithBooksNm
Phone2148550139PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15440 HARVEST HILL ROAD STE 220AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75230ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD BECKERT
15004 BELLBROOK DRIVEDALLASTX75254PRESIDENT000.00$0$0$0
SANDRA BECKERT
15004 BELLBROOK DRIVEDALLASTX75254SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$59,158AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$58AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$59,216TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$59,216AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$888CashDeemedCharitableAmt
Net Vl Noncharitable Assets$58,328NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,916MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,916MinimumInvestmentReturnAmt
Tax Based On Investment Income$29TaxBasedOnInvestmentIncomeAmt
Total Tax$29TotalTaxAmt
Distributable Before Adj$2,887DistributableBeforeAdjAmt
Distributable Before Ded$2,887DistributableBeforeDedAmt
Distributable As Adjusted$2,887DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,887DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$1,817ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,523ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$4,340TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$2,887ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,887ExcessDistributionCyovAppCYAmt
Total Corpus$1,453TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,453ExcessDistriCyovToNextYrAmt
Excess From Year3$1,453ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,460RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,590RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$2,130RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$2,130TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
UBS GLOBAL ALLOCATION2016-12PURCHASE2018-11$56,098$59,656-$3,558
UBS GLOBAL ALLOCATION2017-12PURCHASE2018-11$791$823-$32

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBS GLOBAL ALLOCATIONStockNm
EOY Book Value$58,460EOYBookValueAmt
EOYFMV$57,287EOYFMVAmt

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