2021-04-15T16:00:29-05:00 2020-05-31 222428965 CITRIN COOPERMAN & CO LLP 529 FIFTH AVENUE NEW YORK NY 100174683 990 2019-06-01 270221990 BEYOND CAPITAL FUND BEYO 6463449723 6210 RAINTREE COURT DALLAS TX 75254 EVA YAZHARI CHIEF EXECUTIVE OFFICER 6463449723 2021-04-15 1 OTOMA LOWERY P00507226 2126971000 2019 2022-09-23 18:48:47Z EVA YAZHARI 8461 CARLTON WAY LOS ANGELES CA 90069 333013 0 X WWW.BEYONDCAPITALFUND.ORG X 2009 DE WE ARE A SOCIAL IMPACT FUND THAT INVESTS IN FOR-PROFIT SOCIAL ENTERPRISES THROUGHOUT INDIA AND EAST AFRICA THAT IS DEDICATED TO (A) FILLING THE CAPITAL GAP AS THE FIRST PROFESSIONAL INVESTMENT CAPITAL IN A SOCIAL ENTERPRISE, IN ADDITION TO (B) PROVIDING MANAGEMENT ADVISORY, PRO BONO RESOURCES AND MENTORING TO ENSURE THE ENTERPRISE'S SUCCESS AND TO (C) BEING A LONG-TERM PARTNER TO HELP THEM MAINTAIN FIDELITY TO SHARED GOALS FOR THEIR SOCIAL MISSION. 10 10 0 0 0 0 274159 333013 0 0 0 0 0 0 274159 333013 0 0 0 0 168188 189912 0 0 0 259650 210911 427838 400823 -153679 -67810 335083 536640 237254 0 97829 536640 X WE ARE A SOCIAL IMPACT FUND THAT INVESTS IN FOR-PROFIT SOCIAL ENTERPRISES THROUGHOUT INDIA AND EAST AFRICA THAT IS DEDICATED TO (A) FILLING THE CAPITAL GAP AS THE FIRST PROFESSIONAL INVESTMENT CAPITAL IN A SOCIAL ENTERPRISE, IN ADDITION TO (B) PROVIDING MANAGEMENT ADVISORY, PRO BONO RESOURCES AND MENTORING TO ENSURE THE ENTERPRISE'S SUCCESS AND TO (C) BEING A LONG-TERM PARTNER TO HELP THEM MAINTAIN FIDELITY TO SHARED GOALS FOR THEIR SOCIAL MISSION. 0 0 400823 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.(1) 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.(2) 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 INVESTINGSTRATEGY. 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.(3) 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. 400823 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X EVA YAZHARI 6463449723 6210 RAINTREE COURT DALLAS TX 75254 X HOOMAN YAZHARI BOARD CHAIRMAN 20.00 X 0 0 0 EVA YAZHARI CHIEF EXECUTIVE OFFICER 50.00 X 0 0 0 BRIAN AXELRAD CHIEF INFORMATION OFFICER 40.00 X 0 0 0 NICHOLAS JAVA CHIEF OF STAFF 40.00 X 0 0 0 ERIC DELTOUR DIRECTOR 10.00 X 0 0 0 GABRIEL ECKENSTEIN DIRECTOR 10.00 X 0 0 0 JOHN MCKENNA DIRECTOR 10.00 X 0 0 0 MARTY KUEHNE DIRECTOR 10.00 X 0 0 0 RAMA KANNAN DIRECTOR 10.00 X 0 0 0 THOMAS WENK DIRECTOR 10.00 X 0 0 0 0 0 0 0 0 0 0 0 333013 333013 333013 0 0 0 189912 189912 8630 8630 2019 2019 52189 52189 DEAREST CREATIVE 56225 56225 GENERAL EXPENSES 29604 29604 FUND RAISING EXPENSE 28818 28818 PROGRAM EXPENSE 14259 14259 19167 19167 400823 400823 0 0 143226 325389 381667 9694 11747 335083 536640 237254 237254 0 X 0 0 0 0 97829 536640 97829 536640 335083 536640 -67810 506621 0 X 0 0 0 X 121511 114334 345583 274159 333013 1188600 121511 114334 345583 274159 333013 1188600 0 0 0 1188600 121511 114334 345583 274159 333013 1188600 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OTHER INVESTMENTS 381667 C 381667 FORM 990, PART VI, SECTION A, LINE 2 THE BOARD CHAIRMAN AND CHIEF EXECUTIVE OFFICER ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF TAX RETURN WAS PROVIDED TO GOVERNING BODY TO REVIEW BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.