2024-05-14T11:57:03-05:00 2023-12-31 560587953 GILLIAM BELL MOSER LLP PO BOX 621 BURLINGTON NC 272160621 990 2023-01-01 208353637 THE DALE JR FOUNDATION DALE 7042645224 POST OFFICE BOX 330 MOORESVILLE NC 28115 KELLEY EARNHARDT MILLER VICE PRESIDENT 7042645224 2024-05-13 1 KELLEY EARNHARDT MILLER 999009999 0 BRETT D DAVIDSON P01279669 3362276283 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z KELLEY EARNHARDT MILLER POST OFFICE BOX 330 MOORESVILLE NC 28115 1494355 0 X WWW.THEDALEJRFOUNDATION.ORG X 2007 NC GIVING UNDERPRIVILEGED INDIVIDUALS, WITH A FOCUS ON YOUTH, THE RESOURCES TO IMPROVE THEIR CONFIDENCE AND EDUCATION, AND THE OPPORTUNITY TO ACHIEVE EXTRAORGINARY GOALS. 5 2 2 33 0 0 697508 663716 0 0 1393 9946 364899 425629 1063800 1099291 738223 618272 0 0 148699 129599 0 0 155600 74836 135925 961758 883796 102042 215495 676599 852190 124314 84410 552285 767780 GIVING UNDERPRIVILEGED INDIVIDUALS, WITH A FOCUS ON YOUTH, THE RESOURCES TO IMPROVE THEIR CONFIDENCE AND EDUCATION, AND THE OPPORTUNITY TO ACHIEVE EXTRAORDINARY GOALS. 0 0 608272 608272 THE FOUNDATION PROVIDES GRANTS TO ORGANIZATIONS TO BE USED FOR VARIOUS ACTIVITIES BENEFITTING YOUTH. 86218 EXPENSES HERE ACCOUNT FOR EMPLOYEE SALARY, BENEFITS AND PAYROLL TAXES FOR TWO FULL TIME FOUNDATION EMPLOYEES. THESE EMPLOYEES SPEND THE MAJORITY OF THEIR TIME FUNDRAISING ON BEHELF OF THE DALE JR FOUNDATION VIA VARIOUS AVENUES INCLUDING ONLINE GIVING, ONLINE AUCTIONS, RAFFLES & SPECIAL EVENTS. THE CREDIT CARD FEES ARE PRIMARILY CHARITABLE DONATIONS MADE ONLINE AND DONOR DATABASE RELATED FEES FOR USE. THE REGISTRATION FEES ARE THE FEES TO ACQUIRE SOLICITATION LICENSES IN REQUIRED STATES. 10000 10000 THE DALE JR. FOUNDATION AWARDS SCHOLARSHIPS TO THE CHILDREN OF JR MOTORSPORTS EMPLOYEES FOR POST-SECONDARY EDUCATION INCLUDING 4-YEAR COLLEGE, 2-YEAR COLLEGE, TECHNICAL OR TRADE SCHOOL. EACH SCHOLARSHIP IS FOR $2,500 AND AWARDED ANNUALLY. SCHOLARSHIP WINNERS CAN RE-APPLY FOR 3 YEARS (FOR A MAXIMUM TOTAL OF 4 YEARS). 704490 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 7 2 1 2 1 0 0 0 0 0 0 1 1 1 0 0 0 X 5 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 AL AK CA CO CT FL GA IL KS KY ME MD MA MI MN MS MO MT NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X DENISE SOMERS 7047994800 349 CAYUGA DR MOORESVILLE NC 28115 X DALE EARNHARDT JR PRESIDENT 0.00 X X 0 0 0 KELLEY EARNHARDT MILLER VICE PRESIDENT 0.20 X X 0 0 0 REGINA SMITH SECRETARY THRU OCT. 1.00 X X 0 0 0 DENISE SOMERS TREASURER 1.50 X X 0 0 0 STOKELY G CALDWELL JR DIRECTOR 0.25 X 0 0 0 CHRIS NICHOLS DIRECTOR 0.25 X 0 0 0 CATHY EARNHARDT WATKINS DIRECTOR 0.25 X 0 0 0 JENNI LEIBEE SECRETARY AS OF NOV. 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 458120 205596 239899 663716 9946 9946 739 739 605733 458120 291757 313976 313976 214221 103307 110914 110914 1099291 0 0 435575 608272 608272 10000 10000 109000 21800 5450 81750 2120 424 106 1590 10425 2085 521 7819 8054 1610 403 6041 12790 677 767 11346 287 15 17 255 2500 2500 465 395 70 26331 844 192 25295 471 236 235 BAD DEBT 52742 52742 DUES & SUBSCRIPTIONS 14151 14151 RENT 9744 9744 PRINTING AND PUBLICATIO 4364 4364 12080 6021 1467 4592 883796 704490 23705 155600 602448 794961 57027 49157 7822 2014 11734 11499 706 235 896 896 7700 4927 676599 852190 24314 34410 100000 50000 124314 84410 X 495258 718623 57027 49157 552285 767780 676599 852190 215495 0 X 0 1 X 1 0 X 914363 570756 395748 697508 663716 3242091 914363 570756 395748 697508 663716 3242091 448695 2793396 4780 3646 1922 4646 10685 25679 277154 518530 361646 424890 1582220 135 135 4850125 0.57590 0.61790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 135. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4234 3999 235 7500 7500 0 235 1120147 20856 20856 1099291 0 1099291 904652 20856 20856 883796 0 883796 DRIVEN TO GIVE 606248 402518 203730 157807 18832 25765 15000 18153 RIDE ALONG 300000 300000 22898 2 157605 55602 102003 21514 1550 7367 2871 1063853 458120 605733 179321 20382 33132 15000 43922 291757 313976 214221 505 60578 42224 0 214221 505 60578 42224 103307 110914 NC 1 0 1 0 DENISE SOMERS 349 CAYUGA DRIVE MOORESVILLE NC 28115 0 0 1 BLESSINGS IN A BACKPACK PO BOX 950291 LOUISVILLE KY 40295 261964620 501(C)(3) 80000 0 EOY GIVING BOYS AND GIRLS CLUB OF THE PIEDMONT 1001 COCHRAN STREET STATESVILLE NC 28677 203237215 501(C)(3) 7500 0 EOY GIVING CAMP LUCK INC PO BOX 5159 CHARLOTTE NC 28299 274174759 501(C)(3) 15000 0 EOY GIVING FEEDNC PO BOX 5173 MOORESVILLE NC 28117 561911138 501(C)(3) 42000 0 EOY GIVING HEALTHREACH COMMUNITY CLINIC 400 E STATESVILLE AVE SUITE 300 MOORESVILLE NC 28115 201020941 501(C)(3) 20000 0 EOY GIVING HOPE OF MOORESVILLE PO BOX 434 MOORESVILLE NC 28115 581821225 501(C)(3) 15000 0 EOY GIVING LAKE NORMAN HUMANE INC PO BOX 3937 MOORESVILLE NC 28117 861160840 501(C)(3) 7500 0 EOY GIVING MAKE-A-WISH CENTRAL AND WESTERN NC 217 E TREMONT CHARLOTTE NC 28203 561492432 501(C)(3) 20000 0 EOY GIVING MARTIN TRUEX JR FOUNDATION INC 156 CAYUGA DRIVE MOORESVILLE NC 28117 260654126 501(C)(3) 15000 0 EOY GIVING MOORSEVILLE AREA CHRISTIAN MISSION PO BOX 62 MOORESVILLE NC 28115 560667685 501(C)(3) 25000 0 EOY GIVING MOORSEVILLE GRADED SCHOOL DISTRICT 305 NORTH MAIL STREET MOORESVILLE NC 28115 566001079 501(C)(3) 25000 0 EOY GIVING NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION PO BOX 16810 COLUMBUS OH 43216 311036370 501(C)(3) 69500 0 EOY GIVING NOURISH NOW 397 EAST GUDE DRIVE ROCKVILLE MD 20850 452404503 501(C)(3) 10000 0 EOY GIVING PAT'S PLACE CHILD ADVOCACY CENTER 901 EAST BOULEVARD CHARLOTTE NC 28203 201820596 501(C)(3) 15000 0 EOY GIVING CHILDREN'S HOPE ALLIANCE PO BOX 1 BARIUM SPRINGS NC 28010 560529993 501(C)(3) 27500 0 EOY GIVING PHAROS PARENTING 1602 DAVIE AVENUE STATESVILLE NC 28677 561758810 501(C)(3) 10000 0 EOY GIVING PINKY SWEAR FOUNDATION 5555 W 78TH STREET SUITE E EDINA MN 55439 562384527 501(C)(3) 10000 0 EOY GIVING POWERCROSS 1133 W FRONT STREET STATESVILLE NC 28677 141989435 501(C)(3) 27429 0 EOY GIVING STAND FOR ANIMALS 2714 CHARLOTTE HWY MOORESVILLE NC 28115 273665227 501(C)(3) 15000 0 EOY GIVING STRIDER EDUCATION FOUNDATION 2221 N PLAZA DRIVE RAPID CITY SD 57702 814580473 501(C)(3) 9000 0 EOY GIVING 20 0 SCHOLARSHIPS PAID DIRECTLY TO NORTH CAROLINA COLLEGES AND UNIVERSITIES. 4 10000 PART I, LINE 2: WE REVIEW THE ORGANIZATIONS WE HAVE SUPPORTED IN THE PAST, AS WELL AS NEW APPLICANTS, FOR GRANT FUNDING TO DETERMINE IF THEY FIT OUR MISSION AND WHAT PERCENTAGE OF THEIR FINANCIALS GOES TOWARD THEIR PROGRAM FUNDING. ONCE WE KNOW WHAT FUNDS WE HAVE AVAILABLE TO GIVE, WE THEN DETERMINE WHAT ORGANIZATIONS WILL RECEIVE THOSE FUNDS AND WE ASK THEM TO SEND US AN UPDATE IN SIX MONTHS ON HOW THE FUNDS WERE USED. SOME APPLICANTS WILL ASK FOR THE FUNDS FOR A SPECIFIC PROGRAM AND WE NOTE THAT WHEN SENDING THE FUNDS. DEJ HOLDINGS LLC CHAIRMAN/OWNER 0 REIMBURSE/OFFICE SPACE 0 DIRTY MO MEDIA CHAIRMAN/OWNER 12000 ADVERTISING FOR WIN DALE JR.'S RIDE, DRIVEN TO GIVE AND RIDE ALONGS. 0 SCHEDULE L, PART V - ADDITIONAL INFORMATION THE FOUNDATION REIMBURSES DEJ HOLDINGS, LLC (DEJ), AN ENTITY RELATED THROUGH COMMON CONTROL, FOR THE COST OF CERTAIN SALARIES AND EMPLOYEE BENEFITS PROVIDED ON ITS BEHALF. THESE COSTS WERE $129,599 FOR THE YEAR ENDED DECEMBER 31, 2023. THE FOUNDATION UTILIZES OFFICE SPACE, FURNITURE AND OFFICE EQUIPMENT, AT NO COST, PROVIDED BY DEJ. THESE SERVICES MEET THE CRITERIA FOR RECOGNITION UNDER GAAP FOR THE YEAR ENDED DECEMBER 31, 2023, THE FAIR VALUE OF THE USE OF FACILITIES IS ESTIMATED TO BE $1,116. THIS AMOUNT IS NOT INCLUDED IN CONTRIBUTIONS REFLECTED ON THE FORM 990. DEJ PROVIDES ACCOUNTING AND OTHER SERVICES TO THE FOUNDATION AT NO CHARGE. THESE SERVICES MEET THE CRITERIA FOR RECOGNITION UNDER GAAP. FOR THE YEAR ENDED DECEMBER 31, 2023, THE FAIR VALUE OF THESE DONATED SERVICES ARE ESTIMATED TO BE $19,740. THIS AMOUNT IS NOT INCLUDED IN CONTRIBUTIONS REFLECTED ON THE FORM 990. X 1 60578 FMV X AUCTION & SPECIAL EVENT ITEMS 121 179321 DONOR 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DALE EARNHARDT, JR. AND KELLEY EARNHARDT MILLER ARE BROTHER AND SISTER. CATHY EARNHARDT WATKINS IS DALE EARNHARDT JR.'S AUNT. CATHY EARNHARDT WATKINS IS KELLEY EARNHARDT MILLER'S AUNT. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE BOARD AND TAX ACCOUNTANT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C WE DISCUSS WITH ANY EMPLOYEE THAT BRINGS TO OUR ATTENTION ANY REQUESTS THAT MAY SEEM TO FALL INTO THE REALM OF CONFLICT. WE MAINTAIN AN OPEN COMMUNICATION WITH ALL EMPLOYEES SO THEY ARE ABLE TO DISCUSS THESE ISSUES WITH US. WE ALSO HAVE ANNUAL REVIEWS OF OUR COMPANY POLICIES TO REITERATE THE COMPANY STANCE. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART V, LINE 2A THE DALE JR. FOUNDATION DOES NOT FILE A FORM W-3. THERE IS A COMMON PAYMASTER AND ALL PAYROLL, INCLUDING THE DALE JR. FOUNDATION'S TWO EMPLOYEES, ARE PAID THROUGH DEJ HOLDINGS, INC. DEJ HOLDINGS LLC 349 CAYUGA DRIVE MOORESVILLE NC 28117 562120168 MOTORSPORTS NC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 DEJ HOLDINGS LLC M ACTUAL TIME DEJ HOLDINGS LLC N SQUARE FOOTAGE DEJ HOLDINGS LLC Q ACTUAL COST DEJ HOLDINGS LLC S FMV