DFW HEAVY DUTY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: DFW HEAVY DUTY FOUNDATION (EIN 82-4869759)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-08-11
IRS object ID: 202212239349100411
Schema version: 2021v4.0
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-08-11T11:32:32-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	752168901	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WATERS VOLLMERING & ASSOCIATES LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	990 N WALNUT CREEK DR STE 2000	AddressLine1Txt
City	MANSFIELD	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	760638031	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	824869759	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DFW HEAVY DUTY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	DFWH	BusinessNameControlTxt
Phone	8177047346	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1301 FORUM WAY S	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76140	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LORI ALLEN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8177047346	PhoneNum
Signature	2022-07-19	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	LORI	PersonFirstNm
Person Last	ALLEN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GIL VOLLMERING	PreparerPersonNm
PTIN	P00545524	PTIN
Phone	8174730228	PhoneNum
Preparation	2022-07-19	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,140,404	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$491,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$9	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$9	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$9	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$25,507	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$23,833	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$25,507	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$8,595	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,595	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$8,595	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$525,111	TotalRevAndExpnssAmt
Total Net Invst Incm	$32,437	TotalNetInvstIncmAmt
Total Adj Net Incm	$25,516	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$2,741	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$202	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$5,468	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$8,411	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$536,278	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$536,278	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$544,689	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$536,278	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$19,578	ExcessRevenueOverExpensesAmt
Net Investment Income	$32,437	NetInvestmentIncomeAmt
Adjusted Net Income	$25,516	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$102,250	CashBOYAmt
Cash EOY	$78,742	CashEOYAmt
Cash EOYFMV	$78,742	CashEOYFMVAmt
Prepaid Expenses EOY	$20,000	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$20,000	PrepaidExpensesEOYFMVAmt
Other Investments BOY	$1,035,349	OtherInvestmentsBOYAmt
Other Investments EOY	$1,041,662	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,041,662	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,137,599	TotalAssetsBOYAmt
Total Assets EOY	$1,140,404	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,140,404	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$334	AccountsPayableBOYAmt
Accounts Payable EOY	$334	AccountsPayableEOYAmt
Total Liabilities BOY	$334	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$334	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,137,265	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,140,070	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,137,265	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,140,070	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,137,599	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,140,404	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,137,265	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$19,578	ExcessRevenueOverExpensesAmt
Other Increases	$22,383	OtherIncreasesAmt
Subtotal	$1,140,070	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,140,070	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$8,595	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$451	InvestmentIncomeExciseTaxAmt
Subtotal	$451	SubtotalAmt
Tax Based On Investment Income	$451	TaxBasedOnInvestmentIncomeAmt
Tax Due	$451	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	Yes (true)	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	LORI ALLEN	IndividualWithBooksNm
Phone	8177047346	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1301 FOURM WAY S	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76140	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
BEN ALLEN
1301 FORUM WAY S	FORT WORTH	TX	76140	TREASURER	1.00	$0	$0	$0
SAM ALLEN
1301 FORUM WAY S	FORT WORTH	TX	76140	DIRECTOR	1.00	$0	$0	$0
CHUCK ALLEN
1301 FORUM WAY S	FORT WORTH	TX	76140	DIRECTOR	1.00	$0	$0	$0
MICHIE WHITE
1301 FORUM WAY S	FORT WORTH	TX	76140	DIRECTOR	1.00	$0	$0	$0
LORI ALLEN
1301 FOURM WAY S	FORT WORTH	TX	76140	PRESIDENT	1.00	$0	$0	$0
NICOLE NAYSMITH
1301 FORUM WAY S	FORT WORTH	TX	76140	DIRECTOR	1.00	$0	$0	$0
SETH WHITE
1301 FORUM WAY S	FORT WORTH	TX	76140	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	TO PROVIDE GRANTS TO OTHER ORGANIZATIONS WHOSE MISSION ALIGNS WITH OUR MISSION. DFW FOUNDATION STRIVES TO BE GOOD STEWARDS OF OUR TIME, TALENT AND TREASURE.	Description1Txt
Expenses1	$544,689	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$536,278	ExpensesAndContributionsAmt
Qualifying Distributions	$536,278	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Qualifying Distributions	$536,278	QualifyingDistributionsAmt
Remaining Distri From Corpus	$536,278	RemainingDistriFromCorpusAmt
Total Corpus	$536,278	TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Section4942j3	Yes (X)	Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$536,278	CurrentYearAmt
Year1	$775,860	Year1Amt
Year2	$876,545	Year2Amt
Total	$2,188,683	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$536,278	CurrentYearAmt
Year1	$775,860	Year1Amt
Year2	$876,545	Year2Amt
Total	$2,188,683	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	LORI ALLEN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1301 FORUM WAY S	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76140	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8717047346	RecipientPhoneNum
Recipient Email Address	N/A	RecipientEmailAddressTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ORPHAN OUTREACH
2001 W PLANO PKWY	PLANO	TX	75075	SIMILIAR MISSION	$194,797
JCP MINISTRIES
1301 FORUM WAY S	FORT WORTH	TX	76140	SIMILIAR MISSION	$203,000
SAMARITANS PURSE
PO BOX 3000	BOONE	NC	28607	SIMILIAR MISSION	$7,575
COUNSELING FOR BRAZIL MINISTRIES
550 BAILEY STE 302	FORT WORTH	TX	76107	SIMILIAR MISSION	$36,000
FORTRESS YDC
1007 E TERRELL AVE	FORT WORTH	TX	76104	SIMILIAR MISSION	$51,195
MISCELLANEOUS SMALL GRANTSCONTR
1301 FORUM WAY S	FORT WORTH	TX	76140	SIMILIAR MISSION	$10,711
RENSO JOTA
1301 FORUM WAY S	FORT WORTH	TX	76140	SIMILIAR MISSION	$33,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$536,278	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$9	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$25,507	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$8,595	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$8,595	ExclusionAmt
Related Or Exempt Function Incm	$25,516	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$34,111	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	A&W ENERGY LLC	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1301 FORUM WAY S	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76109	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$490,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$2,741	Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	INVESTMENTS	CategoryOrItemTxt
Book Value	$1,041,662	BookValueAmt
EOYFMV	$1,041,662	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK SERVICE CHARGE	$5,182
BUSINESS EXPENSES	$5
EDUCATION	$281

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN/LOSS ON INVESTMENTS	Desc
Amt	$22,383	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT TAXES/LICENSES	CategoryTxt
Amt	$202	Amt

DFW HEAVY DUTY FOUNDATION: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments