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DFW HEAVY DUTY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DFW HEAVY DUTY FOUNDATION (EIN 82-4869759)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-13
IRS object ID
202502259349100315
Schema version
2024v5.0
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)
Return2025-08-13T11:19:41-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752168901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WATERS VOLLMERING BEAVERS & ADAMS 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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-07-10SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGIL VOLLMERINGPreparerPersonNm
PTINP00545524PTIN
Phone8174730228PhoneNum
Preparation2025-07-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,274,163FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$660,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$525InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$525InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$525InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$42,041DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,041DividendsNetInvstIncmAmt
Dividends Adj Net Incm$42,041DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$19,343NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$344,324GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,095CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$721,909TotalRevAndExpnssAmt
Total Net Invst Incm$46,661TotalNetInvstIncmAmt
Total Adj Net Incm$42,566TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,833OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$791TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$12OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$8,886TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$718,525ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$718,525ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$727,411TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$718,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,502ExcessRevenueOverExpensesAmt
Net Investment Income$46,661NetInvestmentIncomeAmt
Adjusted Net Income$42,566AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$161,112CashBOYAmt
Cash EOY$104,279CashEOYAmt
Cash EOYFMV$104,279CashEOYFMVAmt
Prepaid Expenses BOY$45,000PrepaidExpensesBOYAmt
Prepaid Expenses EOY$41,500PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$41,500PrepaidExpensesEOYFMVAmt
Other Investments BOY$1,023,227OtherInvestmentsBOYAmt
Other Investments EOY$1,128,384OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,128,384OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,229,339TotalAssetsBOYAmt
Total Assets EOY$1,274,163TotalAssetsEOYAmt
Total Assets EOYFMV$1,274,163TotalAssetsEOYFMVAmt
Accounts Payable BOY$334AccountsPayableBOYAmt
Accounts Payable EOY$334AccountsPayableEOYAmt
Total Liabilities BOY$334TotalLiabilitiesBOYAmt
Total Liabilities EOY$334TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,229,005NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,273,829NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,229,005TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,273,829TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,229,339TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,274,163TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,229,005TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,502ExcessRevenueOverExpensesAmt
Other Increases$50,326OtherIncreasesAmt
Subtotal$1,273,829SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,273,829TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,095CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$649InvestmentIncomeExciseTaxAmt
Subtotal$649SubtotalAmt
Tax Based On Investment Income$649TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$27EsPenaltyAmt
Tax Due$676TaxDueAmt

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 (5 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 WORTHTX76140SECRETARY1.00$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
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$727,411Expenses1Amt

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

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$718,525ExpensesAndContributionsAmt
Qualifying Distributions$718,525QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$718,525QualifyingDistributionsAmt
Remaining Distri From Corpus$718,525RemainingDistriFromCorpusAmt
Total Corpus$718,525TotalCorpusAmt

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$718,525CurrentYearAmt
Year1$560,783Year1Amt
Year2$605,823Year2Amt
Year3$536,278Year3Amt
Total$2,421,409TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$718,525CurrentYearAmt
Year1$560,783Year1Amt
Year2$605,823Year2Amt
Year3$536,278Year3Amt
Total$2,421,409TotalAmt

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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JCP MINISTRIES
1301 FORUM WAY SFORT WORTHTX76140SIMILAR MISSION$373,025
COUNSELING FOR BRAZIL MINISTRIES
550 BAILEY STE 302FORT WORTHTX76107SIMILAR MISSION$36,000
ALLIES IN YOUTH DEVELOPMENT
1301 FORUM WAY SFORT WORTHTX76140SIMILAR MISSION$187,000
RENSO JOTA
1301 FORUM WAY SFORT WORTHTX76140SIMILAR MISSION$37,500
4AFRICA
1320 SOUTH UNIVERSITY DRFORT WORTHTX76107SIMILAR MISSION$80,000
CISCO SAFE FUND
17018 IH 20CISCOTX76437SIMILAR MISSION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$718,525TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$525RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$42,041RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,095ExclusionAmt
Related Or Exempt Function Incm$15,248RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,095ExclusionAmt
Related Or Exempt Function Incm$57,814RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,909TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11301 FORUM WAY SAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76109ZIPCd
FieldValueIRS element (for citing)
Total Contributions$660,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,250Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
JP MORGAN (SEE ATTACHED)2023-12PURCHASE2024-11$142,285$138,871$3,414
JP MORGAN (SEE ATTACHED)2023-05PURCHASE2024-11$197,944$186,110$11,834

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTSCategoryOrItemTxt
Book Value$1,128,384BookValueAmt
EOYFMV$1,128,384EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BUSINESS EXPENSES$12

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ON INVESTMENTSDesc
Amt$50,326Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMT FEESCategoryTxt
Amt$6,833Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
TAXES$545
FOREIGN TAX$246

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