2021-05-07T13:40:11-05:00 2020-12-31 560587953 GILLIAM BELL MOSER LLP PO BOX 621 BURLINGTON NC 272160621 990 2020-01-01 208353637 THE DALE JR FOUNDATION DALE 7047994800 POST OFFICE BOX 330 MOORESVILLE NC 28115 KELLEY EARNHARDT MILLER VICE PRESIDENT 7047994800 2021-05-07 1 KELLEY EARNHARDT MILLER 999009999 SCOTT WILLIAMS P00024567 3362276283 2021-05-07 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z KELLEY EARNHARDT MILLER POST OFFICE BOX 330 MOORESVILLE NC 28115 1082098 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 0 0 0 914363 570756 0 0 4780 3646 0 312289 919143 886691 441025 632512 0 0 139897 151922 0 0 148055 71596 68216 652518 852650 266625 34041 754128 756901 384199 352381 369929 404520 X GIVING UNDERPRIVILEGED INDIVIDUALS, WITH A FOCUS ON YOUTH, THE RESOURCES TO IMPROVE THEIR CONFIDENCE AND EDUCATION, AND THE OPPORTUNITY TO ACHIEVE EXTRAORDINARY GOALS. 0 1 622512 622512 THE FOUNDATION PROVIDES GRANTS TO ORGANIZATIONS TO BE USED FOR VARIOUS ACTIVITIES BENEFITTING YOUTH. 47205 0 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 FEESFOR 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). 679717 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 16 11 1 2 1 0 0 0 0 0 0 0 1 0 0 0 X 7 2 1 0 0 0 0 0 0 1 1 1 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 0.00 X X 0 0 0 REGINA SMITH SECRETARY 0.00 X X 0 0 0 DENISE SOMERS TREASURER 0.00 X X 0 0 0 STOKELY G CALDWELL JR DIRECTOR 0.00 X 0 0 0 CHRIS NICHOLS DIRECTOR 0.00 X 0 0 0 CATHY EARNHARDT WATKINS DIRECTOR 0.00 X 0 0 0 0 0 0 0 0 0 0 0 179400 391356 124079 570756 3646 3646 173225 179400 97448 75777 75777 334336 97959 236377 236377 MISCELLANEOUS 900099 135 135 135 886691 135 0 315800 622512 622512 10000 10000 126009 25201 6301 94507 6364 1273 318 4773 9954 1991 498 7465 9595 1919 480 7196 1935 855 639 441 7035 3107 2325 1603 19892 8786 6574 4532 240 200 40 155 155 3346 276 314 2756 357 179 178 1692 1692 BANK CHARGES AND CC PRO 11582 711 0 10871 DUES AND SUBSCRIPTIONS 5364 0 5364 0 PRINTING AND PUBLICATIO 5173 0 0 5173 EQUIPMENT RENT 4000 0 0 4000 7445 2886 1731 2828 852650 679717 24878 148055 709561 735515 39000 16509 240 2624 11272 11272 357 0 895 895 4075 1358 754128 756901 39199 74390 345000 215000 0 62991 384199 352381 X 369929 404520 369929 404520 754128 756901 34041 550 0 X 0 1 X 0 0 X 685683 579992 531314 914363 570756 3282108 685683 579992 531314 914363 570756 3282108 356719 2925389 6751 4040 3069 4780 3646 22286 135682 148118 277154 560954 135 135 3865483 0.75680 0.91270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 135. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3772 3772 0 7500 7500 0 0 905375 18684 18684 886691 0 886691 871334 18684 18684 852650 0 852650 DRIVEN TO GIVE 237000 169560 67440 49289 RIDE ALONG 103810 9840 93970 1807 45537 1 11815 11815 815 352625 179400 173225 1807 95641 97448 75777 334336 2446 95513 0 334336 2446 95513 97959 236377 NC 1 0 0 0 0 0 1 ALLENBROOK ELEMENTARY SCHOOL 1430 ALLENBROOK DRIVE CHARLOTTE NC 28208 566001074 CHARL-MECK SCHOOLS 135000 TECHNOLOGY AND BUILDING UPGRADESTECHNOLOGY AND BUILDING UPGRADESTECHNOLOGY AND BUILDING UPGRADES AMIKIDS INC 5915 BENJAMIN CENTER DRIVE TAMPA FL 33634 237440836 501(C)(3) 5000 EOY GIVING BLESSINGS IN A BACKPACK PO BOX 950291 LOUISVILLE KY 40295 261964620 501(C)(3) 54942 DONATIONEOY GIVING BRAVE STEP INC 970 STAFFORD FARM RD CONCORD NC 28025 472394416 501(C)(3) 5000 EOY GIVING CAMP LUCK INC PO BOX 5159 CHARLOTTE NC 28299 274174759 501(C)(3) 20000 EOY GIVING DOVEHOUSE CHILDREN'S ADVOCACY CENTER 2407 SIMONTON RD STATESVILLE NC 28625 200840600 501(C)(3) 7500 EOY GIVING FAMILY SERVICE OF THE PIEDMONT INC 902 BONNER DRIVE JAMESTOWN NC 27282 562061741 501(C)(3) 5000 EOY GIVING FEEDING AMERICA SOUTHWEST VIRGINIA 1025 ELECTRIC ROAD SALEM VA 24153 541939556 501(C)(3) 7500 EOY GIVING FEEDNC PO BOX 5173 MOORESVILLE NC 28117 561911138 501(C)(3) 5000 EOY GIVING HEALTHREACH COMMUNITY CLINIC 400 E STATESVILLE AVE SUITE 300 MOORESVILLE NC 28115 201020941 501(C)(3) 15000 EOY GIVING HINDS FEET FARM PO BOX 2842 HUNTERSVILLE NC 28070 562189555 501(C)(3) 5000 EOY GIVING HOLSTON PRESBYTERY CAMP AND RETREAT CENTER PO BOX 428 BANNER ELK NC 28604 566021863 501(C)(3) 5000 EOY GIVING HOPE OF MOORESVILLE PO BOX 434 MOORESVILLE NC 28115 581821225 501(C)(3) 7500 EOY GIVING IREDELL COAST 833 N CENTER STREET STATESVILLE NC 28677 851181006 501(C)(3) 5000 EOY GIVING IREDELL STATESVILLE SCHOOLSNB MILLS ELEMENTARY 549 NORTH RACE ST STATESVILLE NC 28677 561744267 IRED-STATES SCHOOLS 135000 APPLE TV'S, TUTORING AND PLAYGROUND EQUIPMENT LAKE NORMAN ELEMENTARY PTO 255 OAK TREE ROAD MOORESVILLE NC 28117 561986047 501(C)(3) 5000 EOY GIVING MAKE-A-WISH CENTRAL AND WESTERN NC 217 E TREMONT CHARLOTTE NC 28203 561492432 501(C)(3) 12000 MAKE A WISH BALL 2020 MEADOWLAKE CHURCH 6501 GILEAD RD HUNTERSVILLE NC 28078 561961884 501(C)(3) 8800 DONATION MOORESVILLE AREA CHRISTIAN MISSION 266 N BROAD ST MOORESVILLE NC 28115 560667685 501(C)(3) 27000 EOY GIVING / COVID-19 COST / DONATION NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION PO BOX 16810 COLUMBUS OH 43216 311036370 501(C)(3) 48000 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) 16600 EOY GIVING / RHYTHM & BLUES AND BBQ & BLUES EVENTS POWER CROSS 1133 WEST FRONT STREET STATESVILLE NC 28677 141989435 501(C)(3) 5000 EOY GIVING VETERANS TICKET FOUNDATION 1255 RIO SALADO PKWY SUITE 209 TEMPE AZ 85281 262291955 501(C)(3) 13000 DAYTONA 500 TICKETS FOR VETERANS WE LUV UM CHILD CARE 1307 N MAIN STREET KANNAPOLIS NC 28081 561263853 501(C)(3) 5000 EOY GIVING 24 0 SCHOLARSHIPS AND PAID DIRECTLY TO NORTH CAROLINA COLLEGES AND UNIVERSITIES. 4 10000 DEJ HOLDINGS LLC CHAIRMAN/OWNER 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 $151,923 FOR THE YEAR ENDED DECEMBER 31, 2020. THE FOUNDATION UTILIZES OFFICE SPACE, FURNITUREAND OFFICE EQUIPMENT, AT NO COST, PROVIDED BY DEJ. THESE SERVICES MEET THE CRITERIA FOR RECOGNITION UNDER GAAP FOR THE YEAR ENDED DECEMBER 31, 2020, 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, 2019, THE FAIR VALUE OF THESE DONATED SERVICES ARE ESTIMATED TO BE $16,328. THIS AMOUNT IS NOT INCLUDED IN CONTRIBUTIONS REFLECTED ON THE FORM 990. X 1 61326 FMV X AUCTION & SPECIAL EVENT ITEMS 70 62753 DONOR 0 0 0 FORM 990, PART III, LINE 3 DUE TO COVID-19 PANDEMIC, BRENDAS BETS FOR PETS EVENT DID NOT TAKE PLACE. RIDE ALONGS DID NOT HAVE SPONSORSHIPS - THOSE WERE ACCRUED TO 2021. DRIVEN TO GIVE WAS VIRTUAL VS IN PERSON AND SOME SPONSORSHIPS WERE ACCRUED TO 2021. 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. 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