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Nonprofit · EIN 38-3168934

ROBERT F BEARD CHARITABLE FOUNDATION

Tax-exempt · ADA, MI 49301

Financials

$870K$803K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT F BEARD CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$869,606$803,299$66,307$9,594,648$0$9,594,648
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$367,926
Interest
$3,153
Net gain from sales of assets
$498,527

Expenses

Grants and similar amounts paid
$582,500
Compensation of officers, directors and key employees
$144,000
Disbursements for charitable purposes
$582,500
Excise tax on investment income
$4,337

Balance sheet and other

Total assets, start of year
$9,535,328
Total assets, end of year
$9,594,648
Total liabilities, end of year
$0
Net assets, end of year
$9,594,648
Fair market value of assets
$12,457,013
Qualifying distributions
$582,500
Net investment income
$388,804

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES R CLARK
PO BOX 698, ADA, MI 493010698
PRESIDENT0$18,000
JOHN BEARD
29404 WINDMILL CT, FARMINGTON HILLS, MI 483343110
TREASURER0$18,000
GARRET CLARK
11417 FOREMAN FARMS CT, LOWELL, MI 493319167
VICE PRES0$18,000
BRIAN CLARK
318 RIVERSIDE DR, LOWELL, MI 493311057
DIRECTOR0$18,000
SUSAN CLARK
1125 PATTERSON AVE SE, GRAND RAPIDS, MI 49546
DIRECTOR0$18,000
LAUREN RYAN
9400 SHADOW HILL TRAIL, CHESTERLAND, OH 440262360
DIRECTOR0$18,000
MICHAEL BEARD
5909 SETTLERS RIDGE CIRCLE, SYLVANIA, OH 43560
DIRECTOR0$18,000
EMILY CHIRCO
1241 E HORSESHOE CT, ROCHESTER HILLS, MI 483064149
SECRETARY0$18,000

Address and contacts

Address (IRS master file)
PO BOX 698, ADA, MI 49301-0698
In care of
% JAMES R CLARK
Signed the 990-PF
JAMES R CLARK, PRESIDENT
Phone
(616) 460-6617
Return prepared by
SCHMIDT KONING VILLARREAL & ASSOC LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-3168934
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,594,648
Income (IRS master file)
$4,956,248

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$198,519$742,972$10,395,943IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about ROBERT F BEARD CHARITABLE FOUNDATION

What is the EIN of ROBERT F BEARD CHARITABLE FOUNDATION?
The employer identification number (EIN) of ROBERT F BEARD CHARITABLE FOUNDATION is 38-3168934.
Is ROBERT F BEARD CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to ROBERT F BEARD CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT F BEARD CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT F BEARD CHARITABLE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT F BEARD CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ROBERT F BEARD CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 8 people; 8 received compensation from the organization, the highest $18,000 (JAMES R CLARK, PRESIDENT).
How much revenue does ROBERT F BEARD CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $869,606, expenses of $803,299 and total assets of $9,594,648 at year end.

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