RICHARD AND SANDRA BECKERT FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: RICHARD AND SANDRA BECKERT FOUNDATION (EIN 75-2769082)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-15
IRS object ID: 201823199349100902
Schema version: 2017v2.3
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
Investments Corp Stock Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-15T07:35:45-06:00	ReturnTs
Tax Period End	2017-12-31	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	5440 HARVEST HILL RD STE 220	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	752306441	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-01-01	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	5440 HARVEST HILL ROAD 220	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75230	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SANDRA BECKERT	PersonNm
Person Title	SECRETARY	PersonTitleTxt
Phone	2148550139	PhoneNum
Signature	2018-11-05	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DEREK RYAN	PreparerPersonNm
PTIN	P01295332	PTIN
Phone	2148550139	PhoneNum
Preparation	2018-11-05	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.16.49	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-11-15	IPDt
IP Tm	07:35:45	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	486853E74F690AAAF47EBE1803FAF9551AEBAC8E	AtSubmissionCreationDeviceId
At Submission Filing Device Id	928666E08B3313B3039F72C5F272C5EBEECF0D6E	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$59,502	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
Dividends Rev And Expnss	$823	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$823	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$823	DividendsAdjNetIncmAmt
Total Rev And Expnss	$823	TotalRevAndExpnssAmt
Total Net Invst Incm	$823	TotalNetInvstIncmAmt
Total Adj Net Incm	$823	TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$0	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$823	ExcessRevenueOverExpensesAmt
Net Investment Income	$823	NetInvestmentIncomeAmt
Adjusted Net Income	$823	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$169	CashBOYAmt
Cash EOY	$169	CashEOYAmt
Cash EOYFMV	$169	CashEOYFMVAmt
Corporate Stock BOY	$59,656	CorporateStockBOYAmt
Corporate Stock EOY	$60,479	CorporateStockEOYAmt
Corporate Stock EOYFMV	$59,333	CorporateStockEOYFMVAmt
Total Assets BOY	$59,825	TotalAssetsBOYAmt
Total Assets EOY	$60,648	TotalAssetsEOYAmt
Total Assets EOYFMV	$59,502	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$59,825	UnrestrictedBOYAmt
Unrestricted EOY	$60,648	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$59,825	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$60,648	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$59,825	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$60,648	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$59,825	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$823	ExcessRevenueOverExpensesAmt
Subtotal	$60,648	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$60,648	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1	$49,411	NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2	$50,968	NetVlNoncharitableAssetsYr2Amt
Net Vl Noncharitable Assets Yr3	$49,400	NetVlNoncharitableAssetsYr3Amt
Net Vl Noncharitable Assets Yr4	$45,426	NetVlNoncharitableAssetsYr4Amt
Net Vl Noncharitable Assets Yr5	$41,179	NetVlNoncharitableAssetsYr5Amt
Net Vl Noncharitable Assets	$55,458	NetVlNoncharitableAssetsAmt
Net Investment Income Pct	$8	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$8	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$0	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$16	InvestmentIncomeExciseTaxAmt
Subtotal	$16	SubtotalAmt
Tax Based On Investment Income	$16	TaxBasedOnInvestmentIncomeAmt
Tax Due	$16	TaxDueAmt

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	5440 HARVEST HILL ROAD STE 220	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75230	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	false	UndistributedIncomePYInd
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

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	$56,134	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$169	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$56,303	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$56,303	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$845	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$55,458	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,773	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,773	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$16	TaxBasedOnInvestmentIncomeAmt
Total Tax	$16	TotalTaxAmt
Distributable Before Adj	$2,757	DistributableBeforeAdjAmt
Distributable Before Ded	$2,757	DistributableBeforeDedAmt
Distributable As Adjusted	$2,757	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt
Qualifying Distributions	$0	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,757	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$2,104	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,470	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$2,523	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$7,097	TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus	$2,757	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$2,757	ExcessDistributionCyovAppCYAmt
Total Corpus	$4,340	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$4,340	ExcessDistriCyovToNextYrAmt
Excess From Year3	$1,817	ExcessFromYear3Amt
Excess From Year2	$2,523	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$823	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$823	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$823	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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	UBS GLOBAL ALLOCATION	StockNm
EOY Book Value	$60,479	EOYBookValueAmt
EOYFMV	$59,333	EOYFMVAmt

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