2017-10-16T15:40:46-05:00 2017-05-31 222428965 CITRIN COOPERMAN & CO LLP 529 FIFTH AVENUE NEW YORK NY 100174683 990EZ 2016-06-01 270221990 BEYOND CAPITAL FUND BEYO 6463449723 6210 RAINTREE COURT DALLAS TX 75254 EVA YAZHARI CHIEF EXECUTIVE OFFICER 6463449723 2017-10-16 1 OTOMA LOWERY P00507226 2126971000 38.108.113.34 2017-10-16 11:15:17 ED P 11127DD69EE2557B23FB270E95ECD9AA9666541C 56FB7A60FB19E8734AEA4A12077D5FA950BCFF09 2016 2021-01-29 14:40:06Z X WWW.BEYONDCAPITALFUND.ORG X X 114334 X 114334 114334 72661 16219 88880 25454 115783 113568 254805 X 99907 57885 15876 199079 115783 256964 0 2159 115783 254805 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. 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. 0 6483 6483 HOOMAN YAZHARI BOARD CHAIRMAN 20.00 0 0 0 EVA YAZHARI CHIEF EXECUTIVE OFFICER 50.00 0 0 0 BRIAN AXELRAD CHIEF INFORMATION OFFICER 40.00 0 0 0 NICHOLAS JAVA CHIEF OF STAFF 40.00 0 0 0 ERIC DELTOUR DIRECTOR 10.00 0 0 0 GABRIEL ECKENSTEIN DIRECTOR 10.00 0 0 0 JOHN MCKENNA DIRECTOR 10.00 0 0 0 MARTY KUEHNE DIRECTOR 10.00 0 0 0 RAMA KANNAN DIRECTOR 10.00 0 0 0 THOMAS WENK DIRECTOR 10.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EVA YAZHARI 6210 RAINTREE COURT DALLAS TX 75254 6463449723 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 15400 54000 50000 121511 114334 355245 15400 54000 50000 121511 114334 355245 85372 269873 355245 2 0.75970 0.90400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: PAYPAL AND BANK CHARGES. AMOUNT: 97. DESCRIPTION: WEBSITE. AMOUNT: 990. DESCRIPTION: TRAVEL. AMOUNT: 2,105. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 1,907. DESCRIPTION: OPEX. AMOUNT: 2,045. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 6,483. DESCRIPTION: CONFERENCE FEE. AMOUNT: 2,592. TOTAL TO FORM 990-EZ, LINE 16: 16,219. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: INVESTMENTS. AMOUNT: 113,568. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 15,876. END OF YEAR AMOUNT: 199,079. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: MISCELLANEOUS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,159. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.