Beightler Squires Charitable Tr

Davis Lynn R Et Al Ttee

Tustin, CA
Tax-exempt since April 2000
EIN: 77-6183959

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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

$71.3k (2024)

Expenses

$177k (2024)

Total Assets

$2.41M (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

$71,349

Expenses

$177,370

Net Income

-$106,021

Net Assets

$2,406,774

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,544	47.0%
Sales of Assets	$37,805	53.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,711	97.4%
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	$2,406,774
Total Liabilities	$0
Net Assets	$2,406,774

Compensation

Key Employees and Officers	Compensation	Other
Lynn R Davis (Trustee)	$0	$0
Brenda S Davis (Trustee)	$0	$0
Peter Davis (Trustee)	$0	$0
Christina Szekely (Trustee)	$0	$0

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990-PF

Filed on May 5, 2025

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

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XML

Fiscal Year Ending Dec.
2023

Revenue

$131,184

Expenses

$136,844

Net Income

-$5,660

Net Assets

$2,138,791

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,938	4.5%
Dividends	$24,962	19.0%
Sales of Assets	$100,284	76.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,942	96.4%
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	$2,138,791
Total Liabilities	$0
Net Assets	$2,138,791

Compensation

Key Employees and Officers	Compensation	Other
Lynn R Davis (Trustee)	$0	$0
Brenda S Davis (Trustee)	$0	$0
Peter Davis (Trustee)	$0	$0
Christina Szekely (Trustee)	$0	$0

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990-PF

Filed on April 28, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$162,069

Expenses

$169,413

Net Income

-$7,344

Net Assets

$1,865,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$135	0.1%
Dividends	$28,459	17.6%
Sales of Assets	$133,475	82.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,641	99.0%
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	$1,865,048
Total Liabilities	$0
Net Assets	$1,865,048

Compensation

Key Employees and Officers	Compensation	Other
Lynn R Davis (Trustee)	$0	$0
Brenda S Davis (Trustee)	$0	$0
Peter Davis (Trustee)	$0	$0
Christina Szekely (Trustee)	$0	$0

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990-PF

Filed on May 13, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$96,132

Expenses

$211,575

Net Income

-$115,443

Net Assets

$2,498,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,600	28.7%
Sales of Assets	$68,532	71.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,750	98.7%
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	$2,498,230
Total Liabilities	$0
Net Assets	$2,498,230

Compensation

Key Employees and Officers	Compensation	Other
Lynn R Davis (Trustee)	$0	$0
Brenda S Davis (Trustee)	$0	$0
Peter Davis (Trustee)	$0	$0
Christina Szekely (Trustee)	$0	$0

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990-PF

Filed on May 9, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$67,977

Expenses

$99,435

Net Income

-$31,458

Net Assets

$2,197,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,336	44.6%
Sales of Assets	$37,641	55.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,400	99.0%
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	$2,197,867
Total Liabilities	$1
Net Assets	$2,197,866

Compensation

Key Employees and Officers	Compensation	Other
Lynn R Davis (Trustee)	$0	$0
Brenda S Davis (Trustee)	$0	$0
Peter Davis (Trustee)	$0	$0
Christina Szekely (Trustee)	$0	$0

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990-PF

Filed on May 8, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$57,376

Expenses

$130,370

Net Income

-$72,994

Net Assets

$1,993,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$56	0.1%
Dividends	$35,487	61.8%
Sales of Assets	$21,833	38.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,633	97.9%
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	$1,993,622
Total Liabilities	$1
Net Assets	$1,993,621

Compensation

Key Employees and Officers	Compensation	Other
Lynn R Davis (Trustee)	$0	$0
Brenda S Davis (Trustee)	$0	$0
Peter Davis (Trustee)	$0	$0
Christina Szekely (Trustee)	$0	$0

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990-PF

Filed on May 14, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$57,932

Expenses

$111,954

Net Income

-$54,022

Net Assets

$1,673,425

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33	0.1%
Dividends	$37,041	63.9%
Sales of Assets	$20,858	36.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,100	96.6%
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	$1,673,425
Total Liabilities	$0
Net Assets	$1,673,425

Compensation

Key Employees and Officers	Compensation	Other
Lynn R Davis (Trustee)	$0	$0
Brenda S Davis (Trustee)	$0	$0
Peter Davis (Trustee)	$0	$0
Christina Szekely (Trustee)	$0	$0

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990-PF

Filed on May 9, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$64,521

Expenses

$77,400

Net Income

-$12,879

Net Assets

$1,872,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,357	3.7%
Dividends	$35,692	55.3%
Sales of Assets	$26,472	41.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,010	98.2%
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	$1,872,339
Total Liabilities	$0
Net Assets	$1,872,339

Compensation

Key Employees and Officers	Compensation	Other
Lynn R Davis (Trustee)	$0	$0
Brenda S Davis (Trustee)	$0	$0
Peter Davis (Trustee)	$0	$0
Christina Szekely (Trustee)	$0	$0

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990-PF

Filed on May 10, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$51,160

Expenses

$73,521

Net Income

-$22,361

Net Assets

$1,656,916

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,974	78.1%
Sales of Assets	$11,186	21.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,021	99.3%
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	$1,656,916
Total Liabilities	$0
Net Assets	$1,656,916

Compensation

Key Employees and Officers	Compensation	Other
Lynn R Davis (Trustee)	$0	$0
Brenda S Davis (Trustee)	$0	$0
Peter Davis (Trustee)	$0	$0
Christina Szekely (Trustee)	$0	$0

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990-PF

Filed on May 2, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$47,602

Expenses

$76,798

Net Income

-$29,196

Net Assets

$1,565,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,396	17.6%
Dividends	$34,769	73.0%
Sales of Assets	$4,437	9.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,029	97.7%
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	$1,565,860
Total Liabilities	$0
Net Assets	$1,565,860

Compensation

Key Employees and Officers	Compensation	Other
Lynn R Davis (Trustee)	$0	$0
Brenda S Davis (Trustee)	$0	$0

990-PF

Filed on May 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$43,798

Expenses

$43,729

Net Income

$69

Net Assets

$1,611,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,468	94.7%
Sales of Assets	$2,330	5.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,685	97.6%
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	$1,611,004
Total Liabilities	$0
Net Assets	$1,611,004

Compensation

Key Employees and Officers	Compensation	Other
Lynn R Davis (Trustee)	$0	$0
Brenda S Davis (Trustee)	$0	$0

990-PF

Filed on May 8, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$54,338

Expenses

$35,360

Net Income

$18,978

Net Assets

$1,493,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,237	94.3%
Sales of Assets	$3,101	5.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,650	95.2%
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	$1,493,805
Total Liabilities	$0
Net Assets	$1,493,805

Compensation

Key Employees and Officers	Compensation	Other
Lynn R Davis (Trustee)	$0	$0
Brenda S Davis (Trustee)	$0	$0

990-PF

Filed on Aug. 14, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$52,043

Expenses

$51,983

Net Income

$60

Net Assets

$1,308,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,320	89.0%
Sales of Assets	$5,723	11.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,748	95.7%
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	$1,308,346
Total Liabilities	$1
Net Assets	$1,308,345

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$56,854

Expenses

$66,735

Net Income

-$9,881

Net Assets

$1,213,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$49	0.1%
Dividends	$50,618	89.0%
Sales of Assets	$6,187	10.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,500	96.7%
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	$1,213,483
Total Liabilities	$1
Net Assets	$1,213,482

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

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Updated January 26, 2026

Beightler Squires Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $71.3k (2024)

Expenses $177k (2024)

Total Assets $2.41M (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

Compensation

Document Links

Revenue

$71.3k (2024)

Expenses

$177k (2024)

Total Assets

$2.41M (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

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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.
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Fiscal Year Ending Dec.
2005

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2002

Fiscal Year Ending Dec.
2001