Nonprofit · EIN 27-0221990
BEYOND CAPITAL FUND
Tax-exempt (reinstated) · DALLAS, TX 75205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2024 | 990 | $249,507 | $312,079 | -$62,572 | $772,477 | $2,850 | $769,627 |
| May 31, 2023 | 990 | $244,421 | $363,201 | -$118,780 | $835,699 | $3,500 | $832,199 |
| May 31, 2022 | 990 | $534,615 | $359,703 | $174,912 | $899,246 | $0 | $899,246 |
Financial details: 990 for the year ended May 31, 2024
Revenue
- Contributions, gifts and grants
- $224,153
- Program service revenue
- $0
- Investment income
- -$1,329
- Net gain from sales of assets
- -$1,329
- Other revenue
- $26,683
Expenses
- Grants and similar amounts paid
- $70,000
- Compensation of officers, directors and key employees
- $80,000
- Salaries, compensation and benefits (total)
- $87,909
- Professional fundraising fees
- $0
- Legal fees
- $10,489
- Accounting fees
- $8,454
- Occupancy
- $1,875
- Travel
- $12,381
- Program services (functional)
- $215,253
- Management and general (functional)
- $96,826
Balance sheet and other
- Total assets, start of year
- $835,699
- Total assets, end of year
- $772,477
- Total liabilities, end of year
- $2,850
- Net assets, end of year
- $769,627
- Net assets without donor restrictions
- $769,627
- Gross receipts
- $250,836
- Employees
- 1
- Volunteers
- 3
- Year formed
- 2009
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ISABELLE SCHMIDT | TREASURER/SE Officer | 40 | $80,000 |
| EVA YAZHARI | CHIEF EXEC O Trustee or director, Officer | 40 | $0 |
| SAMUEL MUGOYA | DIRECTOR Trustee or director | 1 | $0 |
| ABILASH JAIKUMAR | DIRECTOR Trustee or director | 1 | $0 |
| JOHN MCKENNA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended May 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATHILDE BENIFLAH | SECRETARY/TR Officer | 40 | $70,000 |
| ABILASH JAIKUMAR | DIRECTOR Trustee or director | 1 | $0 |
| RAMA KANNAN | DIRECTOR Trustee or director | 1 | $0 |
| MARTY KUEHNE | DIRECTOR Trustee or director | 1 | $0 |
| SAMUEL MUGOYA | DIRECTOR Trustee or director | 1 | $0 |
| EVA YAZHARI | CHIEF EXEC O Trustee or director, Officer | 40 | $0 |
| HOOMAN YAZHARI | DIRECTOR/CHA Trustee or director, Officer | 1 | $0 |
990 for the year ended May 31, 2022: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC DELTOUR | DIRECTOR Trustee or director | 10 | $0 |
| GABRIEL ECKENSTEIN | DIRECTOR Trustee or director | 10 | $0 |
| ABILASH JAIKUMAR | DIRECTOR Trustee or director | 10 | $0 |
| RAMA KANNAN | DIRECTOR Trustee or director | 10 | $0 |
| MARTY KUEHNE | DIRECTOR Trustee or director | 10 | $0 |
| JOHN MCKENNA | DIRECTOR Trustee or director | 10 | $0 |
| SAMUEL MUGOYA | DIRECTOR Trustee or director | 10 | $0 |
| HOOMAN YAZHARI | BOARD CHAIRMAN Trustee or director, Officer | 20 | $0 |
| EVA YAZHARI | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 70 | $0 |
Address and contacts
- Address (IRS master file)
- 25 HIGHLAND PARK VILLAGE 100-317, DALLAS, TX 75205-2726
- In care of
- % KRISTIN BROWN
- Principal officer (990 for 2023)
- EVA YAZHARI
- Signed the 990
- EVA YAZHARI, CHIEF EXEC OFFICER
- Phone
- (978) 944-4887
- Website
- WWW.BEYONDCAPITALFUND.ORG
- 990-N for 2014 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Eva Yazhari, 8461 Carlton Way, Los Angeles CA 90069. Mailing address: 8461 Carlton Way, Los Angeles CA 90069. Website: www.beyondcapitalfund.com
- Return prepared by
- BRYTEBRIDGE CONSULTING LLC
Mission
BEYOND CAPITAL FUND (BCF) IS A WOMEN-LED EVERGREEN FUND STRUCTURED AS A U.S. 501(C)3 NONPROFIT ENTITY THAT HAS BEEN A PIONEER IN IMPACT AND GENDER LENS INVESTING. SINCE 2009, BCF HAS INVESTED IN CONSCIOUS LEADERS BUILDING ENTERPRISES TO ADDRESS THE GROWING NEEDS OF ONE BILLION CONSUMERS LACKING ACCESS TO BASIC GOODS AND SERVICES IN NASCENT MARKETS OF AFRICA AND INDIA. OUR VERTICALS SPAN AGRICULTURE, SANITATION & WASTE, FINANCIAL INCLUSION, AND HEALTHCARE.
Program accomplishments
- WHAT DO WE DO? WE ARE A SOCIAL IMPACT FUND THAT INVESTS IN FOR-PROFIT SOCIAL ENTERPRISES THROUGHOUT INDIA AND EAST AFRICA. THOUGH WE SEEK MARKET RATE FINANCIAL RETURNS, BEYOND CAPITAL IS STRUCTURED AS A NONPROFIT, AND WE CAN REMAIN PATIENT AND NOT PRESSURED BY ARBITRARY FUND HORIZONS, WHICH PERMITS US TO EMPHASIZE FIDELITY TO OUR SOCIAL MISSION ALONGSIDE OUR FINANCIAL MANDATE. FOR WHOM DO WE DO IT? WE INVEST IN BUSINESSES FOCUSED ON GREATER ACCESS TO HEALTH CARE, WATER, SANITATION AND ENERGY, AS WELL AS FOOD SECURITY AND FINANCIAL INCLUSION, WHICH CAN INCREASE THE QUALITY OF LIFE AND STANDARD OF LIVING FOR CONSUMERS AT THE BOTTOM OF THE PYRAMID. WHEN DO WE DO IT? OFTEN, WE ARE THE FIRST PROFESSIONAL INVESTMENT CAPITAL AND CAN BE DEPLOYED IN CONJUNCTION WITH FOUNDATION GRANTS OR REPAYABLE DEVELOPMENT GRANT CAPITAL. WE EXIST IN A CAPITAL GAP PROFESSIONAL INVESTORS ARE IN SHORT SUPPLY BECAUSE SOCIAL ENTERPRISES APPEAR HIGHER RISK IN DEVELOPING MARKETS. OUR EXPERTISE AND FAMILIARITY WITH THESE MARKETS, MITIGATES THE CHALLENGES OF INVESTING IN WHAT ARE PERCEIVED HIGH-RISK INVESTMENTS FOR OTHERS. HOW DO WE DO IT? WE TACKLE THE LACK OF CAPITAL FOR SOCIAL ENTERPRISES BY PROVIDING SEED STAGE INVESTMENT, MANAGEMENT ADVISORY, PRO BONO RESOURCES AND MENTORING. WE MAKE "SEED" INVESTMENTS IN EARLY-STAGE COMPANIES. AT THE TIME WE INVEST, OUR COMPANIES HAVE DEFINED THEIR BUSINESS CHALLENGES AND OPERATIONS AND MEETING THE MARKET WORKING TO VALIDATE THEIR BUSINESS MODEL. IT'S INHERENT IN OUR NAME. IN ADDITION TO CAPITAL, WE PROVIDE "BEYOND CAPITAL" RESOURCES TO SOCIAL ENTERPRISES BOTH IN AND OUT OF OUR CAPITAL PORTFOLIO. IT'S A CRUCIAL PART OF OUR EARLY STAGE INVESTING STRATEGY. OUR "BEYOND CAPITAL" OFFERINGS INCLUDE PROVISION OF PRO- OR LOW- BONO LEGAL AND FINANCIAL ADVISORY ASSISTANCE, AS WELL AS CONNECTION TO OUR NETWORK OF ADVISORS AND IN SOME INSTANCES, INVOLVEMENT IN OUR MENTORSHIP PROGRAM. WE BRING LIKE-MINDED INVESTORS, EXPERTS AND OTHER PARTNER RESOURCES TO PARTICIPATE IN THE CONVERSATION AND TO BROADEN THE SCOPE AND REACH OF IMPACT INVESTING AS A DISCIPLINE.Expenses $215,253 · grants $70,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | Not on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 27-0221990
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- International, foreign affairs and national security (Q32)
- Assets (IRS master file)
- $772,477
- Income (IRS master file)
- $250,836
Revocation and reinstatement
- Exemption revoked
- May 15, 2012
- Posted by the IRS
- March 11, 2013
- Reinstated
- Effective April 15, 2013
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2024 | $249,507 | $312,079 | $772,477 | XML |
| 990 | May 2023 | $244,421 | $363,201 | $835,699 | XML |
| 990 | May 2022 | $534,615 | $359,703 | $899,246 | XML |
| 990 | May 2021 | $607,312 | $278,729 | $724,334 | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: Eva Yazhari Filed under this EIN, most likely by a chapter or affiliate | May 31, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0221990).
Questions about BEYOND CAPITAL FUND
- What is the EIN of BEYOND CAPITAL FUND?
- The employer identification number (EIN) of BEYOND CAPITAL FUND is 27-0221990.
- Is BEYOND CAPITAL FUND tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2012 and reinstated it effective April 15, 2013.
- Are donations to BEYOND CAPITAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BEYOND CAPITAL FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BEYOND CAPITAL FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEYOND CAPITAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2024.
- Who is the principal officer of BEYOND CAPITAL FUND?
- The 990 for the year ended May 31, 2024 names EVA YAZHARI.
- Who are the officers and directors of BEYOND CAPITAL FUND?
- The 990 for the year ended May 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $80,000 (ISABELLE SCHMIDT, TREASURER/SE).
- How much revenue does BEYOND CAPITAL FUND have?
- On its 990 for the year ended May 31, 2024 it reported revenue of $249,507, expenses of $312,079 and total assets of $772,477 at year end.
Other nonprofits in DALLAS
- SUMMER INSTITUTE OF LINGUISTICS INC EIN 75-1840827 · last filed 990 for 2025
- CENTER FOR SURVIVORS OF TORTURE EIN 75-2872010 · last filed 990 for 2024
- SEED EFFECT EIN 46-0639137 · last filed 990 for 2025
- WORLD AFFAIRS COUNCIL OF DALLAS FORT WORTH EIN 75-0855628 · last filed 990 for 2025
- MEDISEND COLLEGE OF BIOMEDICAL ENGINEERING TECHNOLOGY EIN 75-2332074 · last filed 990 for 2024
- KIDS IN NEED OF DEVELOPMENT EDUCATION AND RELIEF KINDER-USA EIN 75-2999028 · last filed 990 for 2025
- JUNIOR ACHIEVEMENT OF DALLAS INC EIN 75-0881589 · last filed 990 for 2025
- YOUTH WITH A MISSION COSTA RICA EIN 81-1177382 · last filed 990 for 2025
All nonprofits in DALLAS · Texas · International, foreign affairs and national security