BEYOND CAPITAL FUND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BEYOND CAPITAL FUND (EIN 27-0221990)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2025-09-08
- IRS object ID
- 202532519349300918
- Schema version
- 2022v5.0
- 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) |
|---|---|---|
| Return | 2025-09-08T14:29:29-04:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 843085028 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYTEBRIDGE CONSULTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7021 UNIVERSITY BLVD | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327926719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270221990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEYOND CAPITAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEYO | BusinessNameControlTxt |
| Phone | 9789444887 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 HIGHLAND PARK VILLAGE 100-317 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVA YAZHARI | PersonNm |
| Person Title | CHIEF EXEC OFFICER | PersonTitleTxt |
| Phone | 6463449723 | PhoneNum |
| Signature | 2025-09-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARIANA STUBBS | PreparerPersonNm |
| PTIN | P03195294 | PTIN |
| Phone | 8778579002 | PhoneNum |
| Preparation | 2025-09-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EVA YAZHARI | PrincipalOfficerNm |
| Gross Receipts | $259,351 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BEYONDCAPITALFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $512,450 | PYContributionsGrantsAmt |
| CY Contributions Grants | $239,189 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | -$14,930 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,165 | PYOtherRevenueAmt |
| CY Other Revenue | $20,162 | CYOtherRevenueAmt |
| PY Total Revenue | $534,615 | PYTotalRevenueAmt |
| CY Total Revenue | $244,421 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $50,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $160,183 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $78,730 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $199,520 | PYOtherExpensesAmt |
| CY Other Expenses | $234,471 | CYOtherExpensesAmt |
| PY Total Expenses | $359,703 | PYTotalExpensesAmt |
| CY Total Expenses | $363,201 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $174,912 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$118,780 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $899,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $835,699 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $3,500 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $899,246 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $832,199 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $176,482 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $176,482 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ISABELLE SCHMIDT | PersonNm |
| Phone | 9789444887 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 HIGHLAND PARK VILLAGE 100-317 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MATHILDE BENIFLAH | ||||||
| SECRETARY/TR | 40.00 | Yes (X) | $70,000 | $0 | $0 | |
| ABILASH JAIKUMAR | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RAMA KANNAN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARTY KUEHNE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SAMUEL MUGOYA | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| EVA YAZHARI | ||||||
| CHIEF EXEC O | 40.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HOOMAN YAZHARI | ||||||
| DIRECTOR/CHA | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $70,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $239,189 | AllOtherContributionsAmt |
| Total Contributions | $239,189 | TotalContributionsAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,930 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$14,930 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,930 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$14,930 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| OTHER INCOME | $19,662 | $19,662 |
| SERVICES | $500 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,162 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $244,421 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,232 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,000 | TotalAmt |
| Program Services | $70,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495 | TotalAmt |
| Program Services | $495 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514 | TotalAmt |
| Program Services | $514 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593 | TotalAmt |
| Program Services | $593 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,128 | TotalAmt |
| Program Services | $7,128 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,159 | TotalAmt |
| Management And General | $14,159 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,260 | TotalAmt |
| Management And General | $32,260 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,598 | TotalAmt |
| Program Services | $28,611 | ProgramServicesAmt |
| Management And General | $56,987 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,273 | TotalAmt |
| Management And General | $12,273 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,489 | TotalAmt |
| Management And General | $4,489 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,094 | TotalAmt |
| Management And General | $8,094 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,141 | TotalAmt |
| Program Services | $19,141 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196 | TotalAmt |
| Management And General | $196 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| MISCELLANEOUS EXPENSE | $49,437 | $49,437 |
| MEALS AND ENTERTAINMENT | $3,668 | $3,668 |
| DUES AND SUBSCRIPTIONS | $2,934 | $2,934 |
| BANK FEES | $1,231 | $1,231 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $991 | TotalAmt |
| Management And General | $991 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,201 | TotalAmt |
| Program Services | $176,482 | ProgramServicesAmt |
| Management And General | $186,719 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,309 | BOYAmt |
| EOY | $220,767 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,694 | BOYAmt |
| EOY | $52,924 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,243 | BOYAmt |
| EOY | $562,008 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,246 | BOYAmt |
| EOY | $835,699 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,246 | BOYAmt |
| EOY | $832,199 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,246 | BOYAmt |
| EOY | $832,199 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,246 | BOYAmt |
| EOY | $835,699 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$118,780 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $51,733 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $274,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $333,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $609,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $512,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $239,189 | CurrentTaxYearAmt |
| Total | $1,968,675 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $274,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $333,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $609,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $512,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $239,189 | CurrentTaxYearAmt |
| Total | $1,968,675 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $200,182 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,768,493 | PublicSupportTotal170Amt |
| Total Support | $1,968,675 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,162 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.38830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
Invst Program Related Org InvstProgramRelatedOrgGrp (14 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REDWING LABS | $101,875 | C |
| HAQDARSHAK EMPOWERMENT | $76,502 | C |
| HASIRU DALA INNOVATIONS | $71,533 | C |
| KARMA HEALTHCARE | $51,229 | C |
| AFRICA HEALTH HOLDINGS | $50,000 | C |
| LAL10 | $50,000 | C |
| NUMIDA | $50,000 | C |
| FRESHR | $45,000 | C |
| FRONTIER MARKETS | $41,500 | C |
| KASHA | $30,000 | C |
| XENO CORPORATION | $30,000 | C |
| BODHI HEALTH EDUCATION | $25,104 | C |
| VIEBEG TECHNOLOGIES | $11,430 | C |
| EAST AFRICA FRUITS FARM | -$72,165 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $562,008 | TotalBookValueProgramRltdAmt |
Schedule F IRS990ScheduleF
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SOUTH ASIA | RegionTxt |
| Purpose Of Grant | CHARITABLE PURPOSE | PurposeOfGrantTxt |
| Cash Grant | $50,000 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S 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. |
| FORM 990, PAGE 2, PART III, LINE 4A | 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. |
| FORM 990, PAGE 6, PART VI, LINE 2 | HOOMAN YAZHARI EVA YAZHARI DIRECTOR PRESIDENT MARRIED |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF TAX RETURN WAS PROVIDED TO GOVERNING BODY TO REVIEW BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BEYOND CAPITAL FUND REQUIRES ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO ACT SOLELY IN THE BEST INTERESTS OF THE ORGANIZATION AND TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. A CONFLICT OF INTEREST ARISES WHEN A PERSON'S PRIVATE INTEREST INTERFERES OR APPEARS TO INTERFERE WITH BEYOND CAPITAL FUND'S INTERESTS. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES MUST PROMPTLY DISCLOSE IN WRITING TO THE BOARD CHAIR ANY FINANCIAL INTEREST, BUSINESS AFFILIATION, OR RELATIONSHIP THAT COULD REASONABLY GIVE RISE TO A CONFLICT OF INTEREST. UPON DISCLOSURE OF A POTENTIAL CONFLICT, THE AFFECTED INDIVIDUAL SHALL RECUSE THEMSELVES FROM DISCUSSIONS AND VOTES ON ANY MATTER IN WHICH THEY HAVE A CONFLICT OF INTEREST. THE BOARD CHAIR SHALL MAINTAIN RECORDS OF ALL CONFLICT DISCLOSURES AND ANY ACTIONS TAKEN IN RESPONSE. THE ORGANIZATION SHALL PROVIDE ALL INCOMING BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES WITH A COPY OF THIS POLICY UPON ASSUMING THEIR ROLES. WHILE THE BOARD DOES NOT CONDUCT FORMAL ANNUAL REVIEWS OF THIS POLICY, THE BOARD CHAIR MAY PERIODICALLY ASSESS ITS EFFECTIVENESS AND PROPOSE UPDATES AS NEEDED. THIS POLICY SHALL BE MADE AVAILABLE TO ALL STAKEHOLDERS UPON REQUEST AND SHALL BE INCLUDED IN THE ORGANIZATION'S OPERATIONAL DOCUMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST |
| FORM 990, PART IX, LINE 11G | OTHER CONTRACTORS 0 39,958 0 MARKETING CONTRACTORS 28,611 0 0 MGMT CONSULTING & STRATEGY 0 7,761 0 PROFESSIONAL FEES 0 5,956 0 PAYROLL ADMINISTRATION 0 2,353 0 RECRUITING 0 959 0 TOTAL 28,611 56,987 0 |
| FORM 990, PART XI, LINE 9 | NET ASSET ADJUSTMENT 51,733 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | WE FAILED TO COMPLY IN MEETING THE REPORTING REQUIREMENTS AND HAD TO REQUEST AN EXTENSION. DURING THIS TIME OUR BOARD WAS MANAGING ISSUES AND HAD TO FILE LATE. WE HAVE SINCE RESOLVED TO UNDERTAKE THE FORM 990 EACH YEAR WITHIN THE 90 DAYS AFTER THE END OF THE FISCAL YEAR. IN ADDITION, EACH QUARTER OUR BOARD WILL REVIEW THE IRS WEBSITE AND EXEMPT ORGANIZATIONS UPDATE TO ENSURE THAT NO CHANGES HAVE OCCURRED IN REGARD TO OUR ANNUAL COMPLIANCE REQUIREMENTS. | ExplanationTxt |