DFW HEAVY DUTY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DFW HEAVY DUTY FOUNDATION (EIN 82-4869759)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-04
- IRS object ID
- 202123089349101827
- Schema version
- 2020v4.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T15:46:52-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-10-06 | 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 | 2021-10-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,137,599 | 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 | $750,006 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,100 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,926 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,420 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $146,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,420 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,440 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $765,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,530 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,376 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $94 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $875 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,063 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | -$56 | TravConfMeetingRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $1,201 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,535 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $775,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $775,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $782,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $775,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,530 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,376 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,132,524 | CashBOYAmt |
| Cash EOY | $102,250 | CashEOYAmt |
| Cash EOYFMV | $102,250 | CashEOYFMVAmt |
| Other Investments EOY | $1,035,349 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,035,349 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,132,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,137,599 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,137,599 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $177 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $334 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $334 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,132,347 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,137,265 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,132,347 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,137,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,132,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,137,599 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,132,347 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,178 | OtherIncreasesAmt |
| Subtotal | $1,137,265 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,137,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HARTFORD CORE EQUITY 190.967 SHRS | P | 2020-08-19 | 2020-10-07 | $7,188 | $6,991 | $197 | $197 |
| LORD ABBET SHRT 5199.761 SHRS | P | 2020-11-18 | $21,787 | $21,728 | $59 | $59 | |
| HEALTH CARE SELECT 140 SHRS | P | 2020-10-07 | $14,914 | $14,741 | $173 | $173 | |
| MFS MUNI HIGH INCOME 426.909 SHRS | P | 2020-08-19 | 2020-09-09 | $3,522 | $3,543 | -$21 | -$21 |
| ISHARES S&P 100 64 SHRS | P | 2020-12-03 | $10,778 | $10,038 | $740 | $740 | |
| MTRPLTN WST TTL 2277.393 SHRS | P | 2020-08-19 | 2020-12-01 | $24,983 | $24,937 | $46 | $46 |
| ISHARES 3-7 YEAR TREASURY 66 SHRS | P | 2020-07-06 | 2020-08-17 | $8,812 | $8,808 | $4 | $4 |
| JPM INTERM 556.039 SHRS | P | 2020-08-19 | 2020-08-20 | $6,261 | $6,267 | -$6 | -$6 |
| JPM INTERM 560.835 SHRS | P | 2020-08-19 | 2020-08-21 | $6,315 | $6,321 | -$6 | -$6 |
| JPM INTERM 647.429 SHRS | P | 2020-08-19 | 2020-12-04 | $7,303 | $7,297 | $6 | $6 |
| JPM INTERM 322.764 SHRS | P | 2020-12-09 | $3,644 | $3,621 | $23 | $23 | |
| JPM INTERM 188.663 SHRS | P | 2020-07-06 | 2020-12-10 | $2,130 | $2,102 | $28 | $28 |
| JPM INTERM 186.903 SHRS | P | 2020-07-06 | 2020-12-11 | $2,112 | $2,082 | $30 | $30 |
| JPM INTERM 388.673 SHRS | P | 2020-07-06 | 2020-12-15 | $4,392 | $4,330 | $62 | $62 |
| JPM INTERM 199.027 SHRS | P | 2020-07-06 | 2020-12-16 | $2,251 | $2,217 | $34 | $34 |
| JPM INTERM 213.528 SHRS | P | 2020-07-06 | 2020-12-21 | $2,415 | $2,379 | $36 | $36 |
| JPM INTERM 207.337 SHRS | P | 2020-07-06 | 2020-12-22 | $2,345 | $2,310 | $35 | $35 |
| LORD ABBET SHRT 3394.019 SHRS | P | 2020-08-19 | 2020-09-10 | $14,187 | $14,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,420 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,440 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $202 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $202 | SubtotalAmt |
| Tax Based On Investment Income | $202 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $202 | 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 | $782,622 | 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 |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $775,860 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $775,860 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $775,860 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $775,860 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $775,860 | RemainingDistriFromCorpusAmt |
| Total Corpus | $775,860 | 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 | $775,860 | CurrentYearAmt |
| Year1 | $876,545 | Year1Amt |
| Total | $1,652,405 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $775,860 | CurrentYearAmt |
| Year1 | $876,545 | Year1Amt |
| Total | $1,652,405 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALLIES IN YOUTH DEVELOPMENT | |||||
| 1315 HWY 1187 | MANSFIELD | TX | 76063 | SIMILIAR MISSION | $21,000 |
| ORPHAN OUTREACH | |||||
| 2001 W PLANO PKWY | PLANO | TX | 75075 | SIMILIAR MISSION | $367,500 |
| JCP MINISTRIES | |||||
| 1301 FORUM WAY S | FORT WORTH | TX | 76140 | SIMILIAR MISSION | $195,000 |
| SAMARITANS PURSE | |||||
| PO BOX 3000 | BOONE | NC | 28607 | SIMILIAR MISSION | $9,354 |
| ILAM-INTERNATIONAL LEADERSHIP | |||||
| 1301 FORUM WAY S | FORT WORTH | TX | 76140 | SIMILIAR MISSION | $8,000 |
| 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 | $52,850 |
| MISCELLANEOUS SMALL GRANTSCONTR | |||||
| 1301 FORUM WAY S | FORT WORTH | TX | 76140 | SIMILIAR MISSION | $86,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $775,860 | 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 | $10 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,926 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $980 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,440 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $980 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,376 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,356 | 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 | $750,006 | 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 | $875 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Book Value | $1,035,349 | BookValueAmt |
| EOYFMV | $1,035,349 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $94 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK SERVICE CHARGE | $1,851 |
| BUSINESS EXPENSES | $15 |
| EDUCATION | $1,396 |
| MISCELLANEOUS | $72 |
| OUTSIDE SERVICES | $201 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $22,178 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,063 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A&W ENERGY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 FORUM WAY SOUTH | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76140 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $50 | Amt |
Comments