DALE JR FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DALE JR FOUNDATION (EIN 20-8353637)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-25
- IRS object ID
- 201401159349300845
- Schema version
- 2013v3.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-25T13:45:33-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C DeWitt Foard & Co PA CPAs | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 Morehead Square DrSte450 | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208353637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Dale Jr Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DALE | BusinessNameControlTxt |
| Phone | 7047994800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 Cayuga Drive | AddressLine1 |
| City | Mooresville | City |
| State | NC | State |
| ZIP Code | 28117 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sara Adrian | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2014-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Phillip G Wilson | PreparerPersonNm |
| PTIN | P00096084 | PTIN |
| Phone | 7043721515 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kelley Earnhardt Miller | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 Cayuga Drive | AddressLine1 |
| City | Mooresville | City |
| State | NC | State |
| ZIP Code | 28117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $735,686 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.thedalejrfoundation.org | WebsiteAddressTxt |
| Activity Or Mission | Giving underprivileged individuals with a focus on youth, the resources to improve their confidence and education, and the opportunity to achieve extraordinary goals. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $341,290 | PYContributionsGrantsAmt |
| CY Contributions Grants | $467,005 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $243 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,464 | CYInvestmentIncomeAmt |
| PY Other Revenue | $223,961 | PYOtherRevenueAmt |
| CY Other Revenue | $130,214 | CYOtherRevenueAmt |
| PY Total Revenue | $565,494 | PYTotalRevenueAmt |
| CY Total Revenue | $601,683 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $291,816 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $294,788 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,565 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $52,084 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $80,263 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $172,289 | PYOtherExpensesAmt |
| CY Other Expenses | $82,829 | CYOtherExpensesAmt |
| PY Total Expenses | $509,670 | PYTotalExpensesAmt |
| CY Total Expenses | $429,701 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $55,824 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $171,982 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $230,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $380,300 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,701 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,350 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $176,968 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $348,950 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Giving underprivileged individuals with a focus on youth, the resources to improve their confidence and education, and the opportunity to achieve extraordinary goals. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $294,788 | ExpenseAmt |
| Grant | $294,788 | GrantAmt |
| Desc | The Foundation provided grants to organizations to be used for various activities benefitting youth. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,753 | ExpenseAmt |
| Desc | Various programs including:1)Driven to Give: Evening with dinner, auction and entertainment held at the Hendrick Team Center. 2)Corvette Raffle: Raffle Dale Jr's personal Black Corvette. 3)Dale Jr Ride Along: Dale Jr drove around Charlotte Motor Speedway for a ride along experience. Race fans got the ride of a lifetime. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $322,541 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sara Adrian | PersonNm |
| Phone | 7047994800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 Cayuga Drive | AddressLine1 |
| City | Mooresville | City |
| State | NC | State |
| ZIP Code | 28117 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Dale Earnhardt Jr | |||||||
| President | 0.25 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kelley Earnhardt Miller | |||||||
| Vice President | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sara Adrian | |||||||
| Treasurer | 1.25 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Alisha Rashidi | |||||||
| Secretary | 40.00 | 0.00 | Yes (X) | Yes (X) | $0 | $12,648 | $0 |
| Cathy Earnhardt Watkins | |||||||
| Director | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Stokely G Caldwell Jr | |||||||
| Director | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Lauren Caldwell | |||||||
| Former Sec. | 40.00 | 0.00 | Yes (X) | Yes (X) | $0 | $22,477 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $35,125 | TotReportableCompRltdOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $217,245 | FundraisingAmt |
| All Other Contributions | $249,760 | AllOtherContributionsAmt |
| Noncash Contributions | $63,000 | NoncashContributionsAmt |
| Total Contributions | $467,005 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,464 | TotalRevenueColumnAmt |
| Exclusion | $4,464 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12 | TotalRevenueColumnAmt |
| Exclusion | $12 | ExclusionAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $53,993 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $217,245 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $46,211 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,782 | TotalRevenueColumnAmt |
| Exclusion | $7,782 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $210,050 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $87,630 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,420 | TotalRevenueColumnAmt |
| Exclusion | -$87,630 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $162 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $162 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $601,683 | TotalRevenueColumnAmt |
| Exclusion | -$75,372 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,788 | TotalAmt |
| Program Services | $294,788 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,125 | TotalAmt |
| Program Services | $10,042 | ProgramServicesAmt |
| Management And General | $10,042 | ManagementAndGeneralAmt |
| Fundraising | $15,041 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,774 | TotalAmt |
| Program Services | $2,591 | ProgramServicesAmt |
| Management And General | $2,591 | ManagementAndGeneralAmt |
| Fundraising | $2,592 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,127 | TotalAmt |
| Program Services | $1,376 | ProgramServicesAmt |
| Management And General | $1,376 | ManagementAndGeneralAmt |
| Fundraising | $1,375 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,058 | TotalAmt |
| Program Services | $1,686 | ProgramServicesAmt |
| Management And General | $1,686 | ManagementAndGeneralAmt |
| Fundraising | $1,686 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,745 | TotalAmt |
| Program Services | $2,379 | ProgramServicesAmt |
| Management And General | $366 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,275 | TotalAmt |
| Management And General | $7,275 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,319 | TotalAmt |
| Fundraising | $1,319 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531 | TotalAmt |
| Management And General | $531 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419 | TotalAmt |
| Management And General | $419 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,860 | TotalAmt |
| Fundraising | $1,860 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,904 | TotalAmt |
| Program Services | $67 | ProgramServicesAmt |
| Management And General | $34 | ManagementAndGeneralAmt |
| Fundraising | $19,803 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278 | TotalAmt |
| Management And General | $278 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| Equipment Rental | $24,016 | $24,016 | |
| Postage and Shipping | $7,339 | $3,161 | $4,178 |
| Registration & transaction fee | $5,610 | $1,315 | $4,295 |
| Supplies | $3,866 | $3,771 | $95 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,667 | TotalAmt |
| Program Services | $1,044 | ProgramServicesAmt |
| Management And General | $2,299 | ManagementAndGeneralAmt |
| Fundraising | $4,324 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,701 | TotalAmt |
| Program Services | $322,541 | ProgramServicesAmt |
| Management And General | $26,897 | ManagementAndGeneralAmt |
| Fundraising | $80,263 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,332 | BOYAmt |
| EOY | $148,163 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,820 | BOYAmt |
| EOY | $96,790 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,419 | BOYAmt |
| EOY | $127,690 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359 | BOYAmt |
| EOY | $197 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480 | BOYAmt |
| EOY | $480 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,793 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,133 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $938 | BOYAmt |
| EOY | $660 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,510 | BOYAmt |
| EOY | $3,143 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,811 | BOYAmt |
| EOY | $3,177 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,669 | BOYAmt |
| EOY | $380,300 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,301 | BOYAmt |
| EOY | $11,350 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,400 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,701 | BOYAmt |
| EOY | $31,350 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,968 | BOYAmt |
| EOY | $348,950 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,968 | BOYAmt |
| EOY | $348,950 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,669 | BOYAmt |
| EOY | $380,300 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $171,982 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $267,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $244,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $341,290 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $480,788 | CurrentTaxYearAmt |
| Total | $1,580,918 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $267,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $244,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $341,290 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $480,788 | CurrentTaxYearAmt |
| Total | $1,580,918 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $311,436 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,269,482 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,464 | CurrentTaxYearAmt |
| Total | $5,661 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,586,579 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $405,333 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,446 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,821 | DepreciationAmt |
| Book Value | $625 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $347 | OtherCostOrOtherBasisAmt |
| Depreciation | $312 | DepreciationAmt |
| Book Value | $35 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $660 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $628,052 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $26,369 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $26,369 | RevenueNotReportedAmt |
| Revenue Subtotal | $601,683 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $601,683 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $456,070 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $26,369 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $26,369 | ExpensesNotReportedAmt |
| Expenses Subtotal | $429,701 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $429,701 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | GAAP requires an organization to recognize a tax benefit or expense from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The Foundation has no uncertain tax positions as of December 31, 2013. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | AE | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | PR | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Driven to Give | NameOfEvent1Amt |
| Gross Receipts Event1 | $197,022 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $151,832 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $45,190 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $37,508 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Ride Along | NameOfEvent2Amt |
| Gross Receipts Event2 | $74,216 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $65,413 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,803 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $8,703 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $271,238 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $217,245 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $53,993 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,211 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $46,211 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,782 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingoInd |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabsInd |
| Gross Revenue Other Gaming | $210,050 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $87,630 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $210,050 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $87,630 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $87,630 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $122,420 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Barium Springs | |||||||
| 156 Frazier Loop | Statesville | NC | 28677 | 560529993 | $25,000 | $0 | Donation |
| Blessings in a Backpa | |||||||
| 4 Scenic Hill | Prospect | KY | 40059 | 261964620 | $35,600 | $0 | Jackson School sponsorship |
| Camp Debbie Lou Foundation | |||||||
| 726 Lucky Run | Latta | SC | 29565 | 202349631 | $10,000 | $0 | Donation |
| Camp Luck | |||||||
| 5655 Cohn Eaker Rd | Cherryville | NC | 28021 | 274174759 | $10,000 | $0 | Donation |
| Carolina Healthcare Foundatio | |||||||
| PO Box 32861 | Charlotte | NC | 28232 | 566060481 | $10,000 | $0 | Donation |
| HealthReach Community Clinic | |||||||
| PO Box 1265 | Mooresville | NC | 28115 | 201020941 | $10,000 | $0 | Donation |
| IGNITE | |||||||
| 505 Oberlin Rd Ste 230 | Raleigh | NC | 27605 | 237087887 | $10,000 | $0 | Donation |
| Liberty Prep Christian School | |||||||
| 246 Blume Rd | Mooresville | NC | 28117 | 264201622 | $5,700 | $0 | Chemistry Lab |
| Make A Wish Foundation | |||||||
| 212 S Tryon Street | Charlotte | NC | 28281 | 561492432 | $50,000 | $0 | Donation |
| Ronald McDonald House | |||||||
| PO Box 35129 | Charlotte | NC | 28235 | 204671570 | $5,475 | $0 | Adopt a room program |
| Shepherd Elementary | |||||||
| 1748 Charlotte Hwy | Mooresville | NC | 28115 | 561744267 | $33,447 | $0 | Ipads and equipment for classrooms |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dale Earnhardt Jr - DEJ Holdings | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Chairman/Owner | RelationshipDescriptionTxt |
| Transaction | $64,210 | TransactionAmt |
| Transaction | Reimburse/Office Space | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | 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 $37,841 for the year ended December 31, 2013. The Foundation utilizes office space, furniture and office equipment, at no cost, provided by DEJ. For the year ended December 31, 2013, the fair value of the use of facilities is estiamted to be $1,170. 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, 2013, the fair value of these donated services are estiamted to be $25,199. This amount is not included in contributions reflected on the Form 990. | ExplanationTxt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $63,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Client Note 1 | Client Note 1 - Statement 8Form 990, Part VI, Line 17A copy of this return will be provided to all states as required for compliance with solicitation licensing. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Dale Earnhardt, Jr. and Kelley Earnhardt are brother and sister. Cathy Earnhardt Watkins is the aunt of Dale Earnhardt, Jr. and Kelley Earnhardt.Lauren Caldwell is the daughter of Stoke Caldwell. |
| Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings | N/A |
| Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address | Stoke Caldwell101 North Tryon St. Suite 1900Charlotte, NC 28246Cathy Earnhardt Watkins 905 Kemp Rd Mooresville, NC 28117 |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The 990 will be reviewed by the Treasurer before filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Conflicts of interest are reported annually so this is enforced, but not monitored. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Compensation is determined by a set percentage not review. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Not made available. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEJ Holdings LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 Cayuga Drive | AddressLine1 |
| City | Mooresville | City |
| State | NC | State |
| ZIP Code | 28117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Auto Racing | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DEJ Holdings LLC | ||
| m | $37,841 | Actual Time |
| DEJ Holdings LLC | ||
| n | $1,170 | Square Footage |
| DEJ Holdings LLC | ||
| q | $25,199 | Actual Cost |
| DEJ Holdings LLC | ||
| s | $63,000 | FMV |
Comments