Beard Charitable Foundation

Westlake Vlg, CA
Tax-exempt since March 2004
EIN: 55-0856182

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$49.4k (2024)

Expenses

$104k (2024)

Total Assets

$1.48M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$49,437

Expenses

$104,318

Net Income

-$54,881

Net Assets

$1,484,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,703	92.4%
Sales of Assets	$3,734	7.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,000	71.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,484,220
Total Liabilities	$0
Net Assets	$1,484,220

Compensation

Key Employees and Officers	Compensation	Other
Terry Beard (President & Ceo)	$0	$0
Patrick Beard (Secretary)	$0	$0

990-PF

Filed on Nov. 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$46,673

Expenses

$76,397

Net Income

-$29,724

Net Assets

$1,539,101

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,853	96.1%
Sales of Assets	$1,820	3.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	65.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,539,101
Total Liabilities	$0
Net Assets	$1,539,101

Compensation

Key Employees and Officers	Compensation	Other
Terry Beard (President & Ceo)	$0	$0
Patrick Beard (Secretary)	$0	$0

990-PF

Filed on Sept. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$46,958

Expenses

$126,028

Net Income

-$79,070

Net Assets

$1,568,825

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,921	80.8%
Sales of Assets	$9,037	19.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,000	79.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,568,825
Total Liabilities	$0
Net Assets	$1,568,825

Compensation

Key Employees and Officers	Compensation	Other
Terry Beard (President & Ceo)	$0	$0
Patrick Beard (Secretary)	$0	$0

990-PF

Filed on Oct. 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$98,822

Expenses

$34,583

Net Income

$64,239

Net Assets

$1,651,395

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,086	36.5%
Sales of Assets	$62,736	63.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	28.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,651,395
Total Liabilities	$0
Net Assets	$1,651,395

Compensation

Key Employees and Officers	Compensation	Other
Terry Beard (President & Ceo)	$0	$0
Patrick Beard (Secretary)	$0	$0

990-PF

Filed on June 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

-$15,211

Expenses

$32,819

Net Income

-$48,030

Net Assets

$1,587,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,143
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,587,156
Total Liabilities	$1
Net Assets	$1,587,155

Compensation

Key Employees and Officers	Compensation	Other
Terry Beard (President & Ceo)	$0	$0
Patrick Beard (Secretary)	$0	$0

990-PF

Filed on June 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$142,857

Expenses

$126,053

Net Income

$16,804

Net Assets

$1,638,074

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,297	35.2%
Sales of Assets	$92,519	64.8%
Other Income	$41	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,000	71.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,638,075
Total Liabilities	$1
Net Assets	$1,638,074

Compensation

Key Employees and Officers	Compensation	Other
Terry Beard (President & Ceo)	$0	$0
Patrick Beard (Secretary)	$0	$0

990-PF

Filed on July 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$111,175

Expenses

$189,121

Net Income

-$77,946

Net Assets

$1,621,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,952	41.3%
Sales of Assets	$65,223	58.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	79.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,621,271
Total Liabilities	$0
Net Assets	$1,621,271

Compensation

Key Employees and Officers	Compensation	Other
Terry Beard (President & Ceo)	$0	$0
Patrick Beard (Secretary)	$0	$0

990-PF

Filed on July 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$131,698

Expenses

$135,553

Net Income

-$3,855

Net Assets

$1,699,217

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,848	34.8%
Sales of Assets	$85,850	65.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,000	73.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,699,217
Total Liabilities	$0
Net Assets	$1,699,217

Compensation

Key Employees and Officers	Compensation	Other
Terry Beard (President & Ceo)	$0	$0
Patrick Beard (Secretary)	$0	$0

990-PF

Filed on May 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$100,768

Expenses

$174,675

Net Income

-$73,907

Net Assets

$1,703,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,572	43.2%
Sales of Assets	$57,196	56.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	80.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,703,072
Total Liabilities	$0
Net Assets	$1,703,072

Compensation

Key Employees and Officers	Compensation	Other
Terry Beard (President & Ceo)	$0	$0
Patrick Beard (Secretary)	$0	$0

990-PF

Filed on May 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$72,878

Expenses

$186,767

Net Income

-$113,889

Net Assets

$1,776,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,470	70.6%
Sales of Assets	$21,408	29.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	80.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,776,979
Total Liabilities	$0
Net Assets	$1,776,979

Compensation

Key Employees and Officers	Compensation	Other
Terry Beard (President & Ceo)	$0	$0
Patrick Beard (Secretary)	$0	$0

990-PF

Filed on June 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$99,397

Expenses

$92,758

Net Income

$6,639

Net Assets

$1,890,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,077	56.4%
Sales of Assets	$43,320	43.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,700	55.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,890,868
Total Liabilities	$0
Net Assets	$1,890,868

Compensation

Key Employees and Officers	Compensation	Other
Terry Beard (President & Ceo)	$0	$0
Patrick Beard (Secretary)	$0	$0

990-PF

Filed on May 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$149,134

Expenses

$137,855

Net Income

$11,279

Net Assets

$1,884,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,484	39.2%
Sales of Assets	$90,650	60.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,000	72.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,884,229
Total Liabilities	$0
Net Assets	$1,884,229

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$73,676

Expenses

$148,281

Net Income

-$74,605

Net Assets

$1,872,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,971	65.1%
Sales of Assets	$25,705	34.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,000	75.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,872,951
Total Liabilities	$1
Net Assets	$1,872,950

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$86,997

Expenses

$91,763

Net Income

-$4,766

Net Assets

$1,947,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,715	65.2%
Sales of Assets	$30,282	34.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,500	57.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,947,557
Total Liabilities	$2
Net Assets	$1,947,555

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Beard Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $49.4k (2024)

Expenses $104k (2024)

Total Assets $1.48M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$49.4k (2024)

Expenses

$104k (2024)

Total Assets

$1.48M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004