Nonprofit · EIN 75-6029095
BEARD FUND
Tax-exempt · ROCKWALL, TX 75032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $3,285 | $4,226 | -$941 | $73,714 | $0 | $73,714 |
| August 31, 2024 | 990-PF | $2,711 | $6,082 | -$3,371 | $74,655 | $0 | $74,655 |
| August 31, 2023 | 990-PF | $3,442 | $6,511 | -$3,069 | $78,026 | $0 | $78,026 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $3,595
- Net gain from sales of assets
- -$310
Expenses
- Grants and similar amounts paid
- $4,000
- Disbursements for charitable purposes
- $4,000
- Excise tax on investment income
- $50
Balance sheet and other
- Total assets, start of year
- $74,655
- Total assets, end of year
- $73,714
- Total liabilities, end of year
- $0
- Net assets, end of year
- $73,714
- Fair market value of assets
- $70,875
- Qualifying distributions
- $4,000
- Net investment income
- $3,595
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-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID GLEN BEARD 117 LIBERTY LANE, ROCKWALL, TX 75032 | TRUSTEE | 0 | $0 |
| SANDY E BEARD 117 LIBERTY LANE, ROCKWALL, TX 75032 | TRUSTEE | 0 | $0 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID GLEN BEARD 117 LIBERTY LANE, ROCKWALL, TX 75032 | TRUSTEE | 0.5 | $0 |
| SANDY E BEARD 117 LIBERTY LANE, ROCKWALL, TX 75032 | TRUSTEE | 0 | $0 |
990-PF for the year ended August 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID GLEN BEARD 117 LIBERTY LANE, ROCKWALL, TX 75032 | TRUSTEE | 0.5 | $0 |
| SANDY E BEARD 117 LIBERTY LANE, ROCKWALL, TX 75032 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 117 LIBERTY LN, ROCKWALL, TX 75032-8462
- In care of
- % DAVID BEARD
- Signed the 990-PF
- DAVID GLEN BEARD, TRUSTEE
- Phone
- (214) 802-1611
- Return prepared by
- TURNER VEDRENNE & HOWARD PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 75-6029095
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1961
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $73,714
- Income (IRS master file)
- $9,770
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $3,285 | $4,226 | $73,714 | XML |
| 990-PF | August 2024 | $2,711 | $6,082 | $74,655 | XML |
| 990-PF | August 2023 | $3,442 | $6,511 | $78,026 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | IRS |
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 75-6029095).
Questions about BEARD FUND
- What is the EIN of BEARD FUND?
- The employer identification number (EIN) of BEARD FUND is 75-6029095.
- Is BEARD FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to BEARD FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEARD FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEARD FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEARD FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of BEARD FUND?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BEARD FUND have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $3,285, expenses of $4,226 and total assets of $73,714 at year end.
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