BEARDEN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BEARDEN FOUNDATION (EIN 26-3710470)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-09-07
- IRS object ID
- 202232509349100523
- Schema version
- 2020v4.2
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-07T16:12:19-05:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721088864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 ST JAMES PLACE SUITE 250 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770563432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263710470 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEARDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAR | BusinessNameControlTxt |
| Phone | 2815684185 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 HULL LANE | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77498 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM W HALL | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2815684185 | PhoneNum |
| Signature | 2022-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | HALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN P KRUSE MS CPA | PreparerPersonNm |
| PTIN | P01323111 | PTIN |
| Phone | 7139638008 | PhoneNum |
| Preparation | 2022-09-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,490,290 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,002,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $20 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $69,163 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,163 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $69,163 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,685 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,413,560 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,685 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,200,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,868 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $69,183 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,575 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,575 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $526 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,220 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,220 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,321 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,612 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,612 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,031,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,648 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $69,183 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,525 | CashBOYAmt |
| Cash EOY | $37,313 | CashEOYAmt |
| Cash EOYFMV | $37,313 | CashEOYFMVAmt |
| Other Investments BOY | $2,887,090 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,452,977 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,452,977 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,894,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,490,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,490,290 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,894,615 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,490,290 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,894,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,490,290 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,894,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,490,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,894,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,031,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $564,240 | OtherIncreasesAmt |
| Subtotal | $5,490,290 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,490,290 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| J.P. MORGAN ACCT. A14504004 | 2020-11-30 | $303,917 | $276,198 | $27,719 | $27,719 |
| J.P. MORGAN ACCT. A14504004 | 2020-12-31 | $45,095 | $30,137 | $14,958 | $14,958 |
| J.P. MORGAN ACCT. A14504004 | 2021-10-31 | $1,064,548 | $978,540 | $86,008 | $86,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,685 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $128,685 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,525 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,525 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,190 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,190 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $335 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM HALL | IndividualWithBooksNm |
| Phone | 2815684185 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 HULL LANE | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS BEARDEN | ||||||||
| 223 HULL LANE | SUGAR LAND | TX | 77498 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARRY BEARDEN | ||||||||
| 223 HULL LANE | SUGAR LAND | TX | 77498 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM HALL | ||||||||
| 223 HULL LANE | SUGAR LAND | TX | 77498 | DIRECTOR/VP/SEC/TREASURER | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,475,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,986 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,513,052 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,513,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,445,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $222,268 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $222,268 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,525 | TotalTaxAmt |
| Distributable Before Adj | $219,743 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $219,743 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $219,743 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,187 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,187 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $137,187 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $219,743 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $96,161 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,424 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,900 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $6,791 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $151,276 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,187 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $137,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $82,556 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $82,556 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,720 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $13,605 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,115 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,424 | ExcessFromYear4Amt |
| Excess From Year3 | $36,900 | ExcessFromYear3Amt |
| Excess From Year1 | $6,791 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS BEARDEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM HALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 HULL LANE | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2815684185 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS NEED TO PROVIDE THE FOLLOWING ITEMS: (1) A SUMMARY IN ESSAY FORM, OF HIS OR HER REASONS FOR, AND OBJECTIVES WHILE, ATTENDING THE PARTICULAR EDUCATIONAL INSTITUTION. (2) A SUMMARY OF HIS OR HER ANTICIPATED INCOME AND EXPENSES FOR THE YEAR THE SCHOLARSHIP IS REQUESTED. (3) TWO WRITTEN RECOMMENDATIONS FROM INSTRUCTORS NOT RELATED TO THE APPLICANT. (4) PROVIDE A LIST OF HIS OR HER EXTRACURRICULAR, CIVIC, VOLUNTEER, AND/OR WORK EXPERIENCE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30TH OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MINIMUM GPA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BLINN - BRYAN CAMPUS | |||||||||||
| 301 POST OFFICE ST | BRYAN | TX | 77805 | PC | SCHOLARSHIP | $596 | |||||
| CAMP FOR ALL | |||||||||||
| 3701 KIRBY DRIVE | HOUSTON | TX | 77098 | PC | DONATION | $5,000 | |||||
| DARTMOUTH | |||||||||||
| DARTMOUTH COLLEGE | HANOVER | NH | 03755 | PC | SCHOLARSHIP | $10,750 | |||||
| ENSENANA E INVESTIGACION SUPERIOR AC | |||||||||||
| PC | SCHOLARSHIP | $4,257 | PRIVADA DE NOGLAES NO 940 | MONTERREY | NUEVO LEON | MX | |||||
| HOUSTON SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||||||
| 900 PORTWAY DRIVE | HOUSTON | TX | 77024 | PC | DONATION | $2,500 | |||||
| MISSOURI STATE UNIVERSITY | |||||||||||
| 901 S NATIONAL AVE | SPRINGFIELD | MO | 65897 | PC | SCHOLARSHIP | $7,000 | |||||
| ROCKSPRNGS EDWARDS COUNTY VFD | |||||||||||
| PO BOX 67 | ROCKSPRINGS | TX | 78880 | NC | DONATION | $50 | |||||
| SAN JACINTO COLLEGE | |||||||||||
| 8060 SPENCER HWY | PASADENA | TX | 77505 | PC | SCHOLARSHIP | $234 | |||||
| SOUTH AFRICA PARTNERS INC | |||||||||||
| 89 SOUTH STREET SUITE LL02 | BOSTON | MA | 02111 | PC | DONATION | $1,000 | |||||
| ST EDWARDS UNIVERSITY | |||||||||||
| 3001 S CONGRESS AVE | AUSTIN | TX | 78704 | PC | SCHOLARSHIP | $3,750 | |||||
| ST MARY UNIVERSITY | |||||||||||
| ONE CAMINO SANTA MANA | SAN ANTONIO | TX | 78228 | PC | SCHOLARSHIP | $4,750 | |||||
| TEXAS A&M UNIVERSITY | |||||||||||
| 400 BIZZELL ST | COLLEGE STATION | TX | 77843 | PC | SCHOLARSHIP | $8,500 | |||||
| TEXAS WOMEN'S UNIVERSITY | |||||||||||
| 6700 FANNIN ST | HOUSTON | TX | 77030 | PC | SCHOLARSHIP | $4,500 | |||||
| THE NATURE CONSERVACY | |||||||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | PC | DONATION | $2,500 | |||||
| UNIVERSITY OF ARKANSAS | |||||||||||
| 1 UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | PC | SCHOLARSHIP | $15,425 | |||||
| UNIVERSITY OF HOUSTON | |||||||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | PC | SCHOLARSHIP | $19,250 | |||||
| UNIVERSITY OF NEBRASKA | |||||||||||
| 6001 DODGE ST | OMAHA | NE | 68182 | PC | SCHOLARSHIP | $9,500 | |||||
| UNIVERSITY OF TEXAS | |||||||||||
| MAIN BUILDING 110 INNER CAMPUS | AUSTIN | TX | 78705 | PC | SCHOLARSHIP | $6,750 | DRIVE | ||||
| WORLD WILDLIFE FUND | |||||||||||
| WORLD WILDLIFE FUND INC | TH ST NW | DC | 20037 | PC | DONATION | $2,500 | |||||
| OZARKS TECHNICAL COMMUNITY COLLEGE | |||||||||||
| 1001 E CHESTNUT EXPY | SPRINGFIELD | MO | 65802 | PC | SCHOLARSHIP | $656 | |||||
| WESTERN GOVERNORS UNIVERSITY | |||||||||||
| 4001 SOUTH 700 EAST NO 700 | SALT LAKE CITY | UT | 84107 | PC | SCHOLARSHIP | $2,474 | |||||
| TEXAS STATE UNIVERSITY | |||||||||||
| 601 UNIVERSITY DR | SAN MARCOS | TX | 78666 | PC | SCHOLARSHIP | $4,500 | |||||
| BOWDOIN COLLEGE | |||||||||||
| 5400 COLLEGE STATION | BRUNSWICK | ME | 04011 | PC | SCHOLARSHIP | $4,000 | |||||
| RAZORBACK FOUNDATION INC | |||||||||||
| 1295 S RAZORBACK ROAD STE A | FAYETTEVILLE | AR | 72701 | PC | DONATION | $5,000 | |||||
| DEEPWATER ELEMENTARY SCHOOL | |||||||||||
| 309 GLENMORE DR | PASADENA | TX | 77503 | PC | DONATION | $3,000 | |||||
| LIZZIE GARCIA | |||||||||||
| 3315B PALM DESERT LN | MISSOURI CITY | TX | 77459 | I | DONATION | $40 | |||||
| FORT SMITH BOYS AND GIRLS CLUB | |||||||||||
| 4905 NORTH O STREET | FORT SMITH | AR | 72904 | PC | DONATION | $2,500 | |||||
| TEXAS PARKS AND WILDLIFE | |||||||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | PC | DONATION | $2,000 | |||||
| ROCKSPRINGS ISD | |||||||||||
| 201 N HWY 377 | ROCKSPRINGS | TX | 78880 | PC | DONATION | $100 | |||||
| SUTTON COUNTY HEALTH FOUNDATION | |||||||||||
| PO BOX 18 | SONORA | TX | 76950 | PC | DONATION | $100 | |||||
| CHRIS BAKER | |||||||||||
| 786 ENTERPRISE ST | HOUSTON | TX | 77088 | I | DONATION | $1,000 | |||||
| EDWARDS PLATEAU PRESCRIBED BURN ASSN | |||||||||||
| PO BOX 918 | SONORA | TX | 76950 | PC | DONATION | $430 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,612 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,163 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,685 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $197,868 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $197,868 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS BEARDEN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 HULL LANE | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,002,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,452,977 | BookValueAmt |
| EOYFMV | $5,452,977 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONTRACT LABOR | $15,000 | $0 | $0 | $0 |
| ADMINISTRATIVE | $5,685 | $5,685 | $0 | $0 |
| BANK CHARGES | $10,535 | $10,535 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSSES | Desc |
| Amt | $564,240 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,575 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,575 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS BEARDEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 HULL LANE | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77498 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $526 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |