RICHARD AND SANDRA BECKERT FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD AND SANDRA BECKERT FOUNDATION (EIN 75-2769082)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201123199349101432
- Schema version
- 2010v3.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T12:12:12-08:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5440 HARVEST HILL RD STE 220 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752306441 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752769082 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD & SANDY BECKERT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RICH | NameControl |
| Phone | 2148550139 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5440 Harvest Hill Road | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75230 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD BECKERT | Name |
| Title | President | Title |
| Date Signed | 2011-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Derek Ryan | Name |
| Phone | 2148550139 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 42286 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 1764 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1764 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1764 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 0 | NetGainSaleAssetsRevAndExpnss |
| Total Revenue And Expenses | 1764 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1764 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1764 | TotalAdjustedNetIncome |
| Taxes Rev And Expnss | 48 | TaxesRevAndExpnss |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 48 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 48 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1716 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1764 | NetInvestmentIncome |
| Adjusted Net Income | 1764 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 217 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 169 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 169 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 52185 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 53949 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 42117 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 52402 | TotalAssetsBOY |
| Total Assets EOY | 54118 | TotalAssetsEOY |
| Total Assets EOYFMV | 42286 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 52402 | RetainedEarningsBOY |
| Retained Earnings EOY | 54118 | RetainedEarningsEOY |
| Total Net Assets BOY | 52402 | TotalNetAssetsBOY |
| Total Net Assets EOY | 54118 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 52402 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 54118 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 52402 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1716 | ExcessOfRevenueOverExpenses |
| Subtotal | 54118 | Subtotal |
| Total Net Assets Fund Balances EOY | 54118 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 35 | InvestmentIncomeExciseTax |
| Subtotal | 35 | Subtotal |
| Tax Based On Investment Income | 35 | TaxBasedOnInvestmentIncome |
| Tax Due | 35 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R Derek Ryan | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2148550139 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5440 Harvest Hill Road Suite 220 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| SANDRA BECKERT | ||||||
| 15004 BELLBROOK DR | ADDISON | TX | 75254 | Secretary | 0.00 | 0 |
| RICHARD BECKERT | ||||||
| 15004 BELLBROOK DRIVE | ADDISON | TX | 75254 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 39885 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 193 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 40078 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 40078 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 601 | CashDeemedCharitable |
| Net Noncharitable Assets | 39477 | NetNoncharitableAssets |
| Minimum Investment Return | 1974 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1974 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 35 | TaxBasedOnInvestmentIncome |
| Total Tax | 35 | TotalTax |
| Distributable Amount Before Adj | 1939 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1939 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1939 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1939 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 31005 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 9581 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3728 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1902 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1643 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 47859 | TotalExcessDistriCarryover |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 1939 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1939 | ExcessDistriCyovAppliedCY |
| Total Corpus | 45920 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 29066 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 16854 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 9581 | ExcessFromYear4 |
| Excess From Year3 | 3728 | ExcessFromYear3 |
| Excess From Year2 | 1902 | ExcessFromYear2 |
| Excess From Year1 | 1643 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1764 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1764 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1764 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income Taxes | Category |
| Amount | $48 | Amount |
Comments