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DFW HEAVY DUTY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DFW HEAVY DUTY FOUNDATION (EIN 82-4869759)
Tax period
2019-01-01 to 2019-12-31
Filed
2021-06-03
IRS object ID
202111549349100106
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-03T09:05:55-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752168901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WATERS VOLLMERING & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1990 N WALNUT CREEK DR STE 2000AddressLine1Txt
CityMANSFIELDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP760638031ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN824869759EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DFW HEAVY DUTY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDFWHBusinessNameControlTxt
Phone8177047346PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11301 FORUM WAY SAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76140ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLORI ALLENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8177047346PhoneNum
Signature2021-05-19SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGIL VOLLMERINGPreparerPersonNm
PTINP00545524PTIN
Phone8174730228PhoneNum
Preparation2021-05-19PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,132,524FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,877,882ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$1,877,882TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,116AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,074OtherProfFeesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$534TravConfMeetingRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,724TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$876,545ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$876,545ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$882,269TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$876,545TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$995,613ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$153,858CashBOYAmt
Cash EOY$1,132,524CashEOYAmt
Cash EOYFMV$1,132,524CashEOYFMVAmt
Other Assets BOY$8,880OtherAssetsBOYAmt
Total Assets BOY$162,738TotalAssetsBOYAmt
Total Assets EOY$1,132,524TotalAssetsEOYAmt
Total Assets EOYFMV$1,132,524TotalAssetsEOYFMVAmt
Accounts Payable BOY$26,004AccountsPayableBOYAmt
Accounts Payable EOY$177AccountsPayableEOYAmt
Total Liabilities BOY$26,004TotalLiabilitiesBOYAmt
Total Liabilities EOY$177TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$136,734NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,132,347NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$136,734TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,132,347TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$162,738TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,132,524TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$136,734TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$995,613ExcessRevenueOverExpensesAmt
Subtotal$1,132,347SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,132,347TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLORI ALLENIndividualWithBooksNm
Phone8177047346PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11301 FOURM WAY SAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76140ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BEN ALLEN
1301 FORUM WAY SFORT WORTHTX76140TREASURER1.00$0$0$0
SAM ALLEN
1301 FORUM WAY SFORT WORTHTX76140DIRECTOR1.00$0$0$0
CHUCK ALLEN
1301 FORUM WAY SFORT WORTHTX76140DIRECTOR1.00$0$0$0
MICHIE WHITE
1301 FORUM WAY SFORT WORTHTX76140DIRECTOR1.00$0$0$0
LORI ALLEN
1301 FOURM WAY SFORT WORTHTX76140PRESIDENT1.00$0$0$0
NICOLE NAYSMITH
1301 FORUM WAY SFORT WORTHTX76140DIRECTOR1.00$0$0$0
SETH WHITE
1301 FORUM WAY SFORT WORTHTX76140DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO 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$882,269Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$876,545ExpensesAndContributionsAmt
Qualifying Distributions$876,545QualifyingDistributionsAmt
Adjusted Qualifying Distri$876,545AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$876,545QualifyingDistributionsAmt
Remaining Distri From Corpus$876,545RemainingDistriFromCorpusAmt
Total Corpus$876,545TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$876,545CurrentYearAmt
Total$876,545TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$876,545CurrentYearAmt
Total$876,545TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLORI ALLENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11301 FORUM WAY SAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76140ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8717047346RecipientPhoneNum
Recipient Email AddressN/ARecipientEmailAddressTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIES IN YOUTH DEVELOPMENT
1315 HWY 1187MANSFIELDTX76063SIMILIAR MISSION$98,877
STILLWATER REFUGE MINISTRIES
10230 FARM TO MARKET 2022GRAPELANDTX75844SIMILIAR MISSION$107,000
ORPHAN OUTREACH
2001 W PLANO PKWYPLANOTX75075SIMILIAR MISSION$121,229
JCP MINISTRIES
1301 FORUM WAY SFORT WORTHTX76140SIMILIAR MISSION$167,966
SEGS4VETS
500 FOX RIDGE RDSAINT LOUISMO63131SIMILIAR MISSION$40,500
SAMARITANS PURSE
PO BOX 3000BOONENC28607SIMILIAR MISSION$27,319
RESILIENT WARRIOR RANCH
1301 FORUM WAY SFORT WORTHTX76140SIMILIAR MISSION$99,170
234 STEWARDS FOUNDATION
1420 W MOCKINGBIRD LN 410DALLASTX75247SIMILIAR MISSION$19,655
ILAM-INTERNATIONAL LEADERSHIP
1301 FORUM WAY SFORT WORTHTX76140SIMILIAR MISSION$22,000
COUNSELING FOR BRAZIL MINISTRIES
550 BAILEY STE 302FORT WORTHTX76107SIMILIAR MISSION$13,000
FORTRESS YDC
1007 E TERRELL AVEFORT WORTHTX76104SIMILIAR MISSION$16,000
FATHER & SONS CONNECTION INC
8369 OAK COUNTRY LANEMANSFIELDTX76063SIMILIAR MISSION$6,624
BAPTIST BIBLE FELLOWSHIP
720 E KEARNEY STSPRINFIELDMO65803SIMILIAR MISISON$12,940
STONEGATE CHURCH
4025 E US-287MIDILOTHIANTX76065SIMILIAR MISSION$18,000
LEGACY ADOPTIONS & SURROGACY LLC
7952 DAVIS BLVD STE 101NORTH RICHLAND HILLSTX76182SIMILIAR MISSION$15,500
ST JUDE CHILDREN'S RESEARCH HOSPIT
5340 LEGACY DRPLANOTX75024SIMILIAR MISSION$24,200
MISCELLANEOUS SMALL GRANTSCONTR
1301 FORUM WAY SFORT WORTHTX76140SIMILIAR MISSION$66,565
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$876,545TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
AMW ENTERPRISES LTD
11301 FORUM WAY SFORT WORTHTX76140$208,335Yes (X)
ALEXANDER ROGERS
25433 HUNTLY DRFORT WORTHTX76109$9,509Yes (X)
A&W ENERGY LLC
31301 FORUM WAY SFORT WORTHTX76109$1,644,538Yes (X)
MICHIE WHITE
42111 CASTLE VIEWMANSFIELDTX76063$15,500Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$4,116Amt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc
BOY Book Value$8,880BOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$1,074Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1A&W ENERGY LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11301 FORUM WAY SAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76140ZIPCd

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