2022-05-12T15:01:33-05:00 2021-12-31 560587953 GILLIAM BELL MOSER LLP PO BOX 621 BURLINGTON NC 272160621 990 2021-01-01 208353637 THE DALE JR FOUNDATION DALE 7047994800 POST OFFICE BOX 330 MOORESVILLE NC 28115 KELLEY EARNHARDT MILLER VICE PRESIDENT 7047994800 2022-05-06 1 KELLEY EARNHARDT MILLER 999009999 SCOTT WILLIAMS P00024567 3362276283 2022-05-04 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KELLEY EARNHARDT MILLER POST OFFICE BOX 330 MOORESVILLE NC 28115 1164924 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. 7 2 2 20 0 0 570756 395748 0 0 3646 1277 312289 519175 886691 916200 632512 620348 0 0 151922 149869 0 0 190487 68216 100260 852650 870477 34041 45723 756901 560643 352381 110400 404520 450243 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 610348 610348 THE FOUNDATION PROVIDES GRANTS TO ORGANIZATIONS TO BE USED FOR VARIOUS ACTIVITIES BENEFITTING YOUTH. 39458 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, EBAY AUCTIONS, RAFFLES & SPECIAL EVENTS. THE CREDIT CARD FEES ARE PRIMARILY CHARITABLE DONATIONS MADE ONLINE AND EBAY 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). 659806 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 12 4 1 2 1 0 0 0 0 0 0 1 1 1 0 0 0 X 7 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 AR AK AL AZ CA CO CT DC FL GA IL KS KY ME MN MD MS MI MA NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WI WV WA 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 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 0 0 0 0 0 0 0 0 239041 156707 144427 395748 1277 1277 645 645 540022 239041 158435 381587 381587 227232 90289 136943 136943 916200 0 0 520452 610348 610348 10000 10000 125399 25080 6270 94049 4401 880 220 3301 10817 2163 541 8113 9252 1850 463 6939 40 3 4 33 4552 830 1169 2553 449 32 45 372 827 827 1249 1249 2400 2400 24888 206 804 23878 235 118 117 1942 250 1692 CREDIT CARD FEES 25273 1575 23698 RENT 17540 17540 DUES & SUBSCRIPTIONS 6795 6795 SUPPLIES 5745 19 1476 4250 8325 6820 780 725 870477 659806 20184 190487 735515 504708 16509 46792 2624 2248 11734 10557 0 1177 895 895 1358 4823 756901 560643 74390 10400 215000 100000 62991 0 352381 110400 X 404520 450243 404520 450243 756901 560643 45723 0 X 0 1 X 1 0 X 579992 531314 914363 570756 395748 2992173 579992 531314 914363 570756 395748 2992173 417212 2574961 4040 3069 4780 3646 1922 17457 135682 148118 277154 518530 1079484 135 135 4089249 0.62970 0.75680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 135. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4234 3057 1177 7500 7500 0 1177 931409 15209 15209 916200 0 916200 885686 15209 15209 870477 0 870477 DRIVEN TO GIVE 582755 238391 344364 82709 9040 12180 23966 2922 RIDE ALONG 106596 106596 1741 18189 4 89712 650 89062 900 4003 2785 779063 239041 540022 82709 9940 17924 23966 23896 158435 381587 227232 90289 0 227232 90289 90289 136943 NC 1 0 0 0 0 0 1 BLESSINGS IN A BACKPACK PO BOX 950291 LOUISVILLE KY 40295 261964620 501(C)(3) 50000 0 DONATIONEOY 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) 300000 0 EOY GIVING HEALTHREACH COMMUNITY CLINIC 400 E STATESVILLE AVE SUITE 300 MOORESVILLE NC 28115 201020941 501(C)(3) 20000 0 EOY GIVING MAKE-A-WISH CENTRAL AND WESTERN NC 217 E TREMONT CHARLOTTE NC 28203 561492432 501(C)(3) 13500 0 MAKE A WISH BALL 2020 NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION PO BOX 16810 COLUMBUS OH 43216 311036370 501(C)(3) 28000 0 EOY GIVING / SOCK IT TO CANCER FUNDRAISER / LEGENDS LUNCHEON PAT'S PLACE CHILD ADVOCACY CENTER 901 EAST BOULEVARD CHARLOTTE NC 28203 201820596 501(C)(3) 7500 0 EOY GIVING / RHYTHM & BLUES AND BBQ & BLUES EVENTS POWER CROSS 1133 WEST FRONT STREET STATESVILLE NC 28677 141989435 501(C)(3) 20000 0 EOY GIVING BOYS AND GIRLS CLUB OF PIEDMONT 1001 COCHRAN STREET STATESVILLE NC 28677 203237215 501(C)(3) 10000 0 ABBY WINTHROP SMART GIRLS PROGRAM CHILDREN'S HOPE ALLIANCE PO BOX 1 BARIUM SPRINGS NC 28010 560529993 501(C)(3) 15000 0 EOY GIVING MARTIN TRUEX FOUNDATION 156 CAYUGA DRIVE MOORESVILLE NC 28117 260654126 501(C)(3) 12500 0 EOY GIVING PHAROS PARENTING 1602 DAVIE AVENUE STATESVILLE NC 28677 561758810 501(C)(3) 15300 0 EOY GIVING SPEEDWAY CHILDREN'S CHARITIES 151 SPEEDWAY BLVD BRISTOL TN 37620 561331429 501(C)(3) 7500 0 DONATION TO BRISTOL CHAPTER 24 SCHOLARSHIPS PAID DIRECTLY TO NORTH CAROLINA COLLEGES AND UNIVERSITIES. 4 10000 DEJ HOLDINGS LLC CHAIRMAN/OWNER 0 REIMBURSE/OFFICE SPACE 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 $149,869 FOR THE YEAR ENDED DECEMBER 31, 2021. 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, 2021, THE FAIR VALUE OF THE USE OF FACILITIES IS ESTIMATED TO BE $2,356. 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, 2021, THE FAIR VALUE OF THESE DONATED SERVICES ARE ESTIMATED TO BE $12,853. THIS AMOUNT IS NOT INCLUDED IN CONTRIBUTIONS REFLECTED ON THE FORM 990. X 1 61718 FMV X AUCTION & SPECIAL EVENT ITEMS 112 82709 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 VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC STOKELY G. CALDWELL, JR. - 101 NORTH TRYON ST, CHARLOTTE, NC 28246. CHRIS NICHOLS - 152 SNOW FOUNTAIN LN, MOORESVILLE, NC 28115. 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 0 ACTUAL TIME DEJ HOLDINGS LLC N 0 SQUARE FOOTAGE DEJ HOLDINGS LLC Q 0 ACTUAL COST DEJ HOLDINGS LLC S 0 FMV