RICHARD AND SANDRA BECKERT FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: RICHARD AND SANDRA BECKERT FOUNDATION (EIN 75-2769082)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-08
IRS object ID: 201703129349101360
Schema version: 2016v3.0
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
Investments Corp Stock Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-08T17:08:20-06:00	ReturnTs
Tax Period End	2016-12-31	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	2016-01-01	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	2017-10-25	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DEREK RYAN	PreparerPersonNm
PTIN	P01295332	PTIN
Phone	2148550139	PhoneNum
Preparation	2017-10-30	PreparationDt

Filing Security Information FilingSecurityInformation

Field	Value	IRS element (for citing)
At Submission Creation Device Id	67230CC400BB23F1FE92A45E7CEEFAE9C7197272	AtSubmissionCreationDeviceId
At Submission Filing Device Id	B3378FDA7FD6FCE78EA220F1EB933BEC585536A3	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2018-03-14 21:41:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$51,033	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	$1,075	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,075	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$1,075	DividendsAdjNetIncmAmt
Total Rev And Expnss	$1,075	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,075	TotalNetInvstIncmAmt
Total Adj Net Incm	$1,075	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	$1,075	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,075	NetInvestmentIncomeAmt
Adjusted Net Income	$1,075	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	$58,581	CorporateStockBOYAmt
Corporate Stock EOY	$59,656	CorporateStockEOYAmt
Corporate Stock EOYFMV	$50,864	CorporateStockEOYFMVAmt
Total Assets BOY	$58,750	TotalAssetsBOYAmt
Total Assets EOY	$59,825	TotalAssetsEOYAmt
Total Assets EOYFMV	$51,033	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$58,750	UnrestrictedBOYAmt
Unrestricted EOY	$59,825	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$58,750	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$59,825	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$58,750	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$59,825	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$58,750	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,075	ExcessRevenueOverExpensesAmt
Subtotal	$59,825	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$59,825	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1	$50,968	NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2	$49,400	NetVlNoncharitableAssetsYr2Amt
Net Vl Noncharitable Assets Yr3	$45,426	NetVlNoncharitableAssetsYr3Amt
Net Vl Noncharitable Assets Yr4	$41,179	NetVlNoncharitableAssetsYr4Amt
Net Vl Noncharitable Assets	$49,411	NetVlNoncharitableAssetsAmt
Net Investment Income Pct	$11	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$11	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$0	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$22	InvestmentIncomeExciseTaxAmt
Subtotal	$22	SubtotalAmt
Tax Based On Investment Income	$22	TaxBasedOnInvestmentIncomeAmt
Tax Due	$22	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	0.50	$0	$0	$0
SANDRA BECKERT
15004 BELLBROOK DRIVE	DALLAS	TX	75254	SECRETARY	0.50	$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	$49,994	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$169	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$50,163	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$50,163	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$752	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$49,411	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,471	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,471	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$22	TaxBasedOnInvestmentIncomeAmt
Total Tax	$22	TotalTaxAmt
Distributable Before Adj	$2,449	DistributableBeforeAdjAmt
Distributable Before Ded	$2,449	DistributableBeforeDedAmt
Distributable As Adjusted	$2,449	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	$2,449	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$255	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$2,039	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,259	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$2,470	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,523	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$9,546	TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus	$2,449	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$2,449	ExcessDistributionCyovAppCYAmt
Total Corpus	$7,097	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$7,097	ExcessDistriCyovToNextYrAmt
Excess From Year3	$2,104	ExcessFromYear3Amt
Excess From Year2	$2,470	ExcessFromYear2Amt
Excess From Year1	$2,523	ExcessFromYear1Amt

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	$1,075	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$1,075	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,075	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	$59,656	EOYBookValueAmt
EOYFMV	$50,864	EOYFMVAmt

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