STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROGER JENNINGS DAVIS MEMORIAL FUND INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROGER JENNINGS DAVIS MEMORIAL FUND INC (EIN 26-4200019)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-29
IRS object ID
202433039349200538
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-29T13:25:28-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620713250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KRAFTCPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 GREAT CIRCLE ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264200019EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROGER JENNINGS DAVIS MEMORIAL FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROGEBusinessNameControlTxt
Phone6158326344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 331847AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL KRIS WIATRPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone6158326344PhoneNum
Signature2024-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANCES E LEAHYPreparerPersonNm
PTINP00713593PTIN
Phone6152427351PhoneNum
Preparation2024-10-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$66,000GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$66,000ContributionsGiftsGrantsEtcAmt
Total Revenue$66,000TotalRevenueAmt
Grants And Similar Amounts Paid$75,000GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,500FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$2,312OtherExpensesTotalAmt
Total Expenses$78,812TotalExpensesAmt
Excess Or Deficit For Year-$12,812ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$33,113NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$20,301NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$33,113BOYAmt
EOY$20,301EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$33,113BOYAmt
EOY$20,301EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$33,113BOYAmt
EOY$20,301EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO HELP POSITIVELY SPREAD THE MESSAGE OF THE DANGERS ASSOCIATED WITH SPEEDING, DRINKING AND DRIVING, AND NOT WEARING YOUR SEATBELT AND WAS FURTHER EXPANDED IN 2019 TO PROVIDE RELIEF EFFORTS IN THE BAHAMAS AS A RESULT OF HURRICANE DORIAN.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
IN ADDITION TO PROMOTING ORIGINAL IDEALS OF THE FUND (THE "ROGER RULES"), THE FUND EXPANDED ITS PURPOSE IN 2019 AFTER HURRICANE DORIAN ABSOLUTELY DEVASTATED HOPE TOWN AND THE ISLANDS AROUND ABACO. AN AREA WHERE FOUNDER, PATRICK DAVIS, SPENT MUCH TIME AND CONDUCTED FUNDRAISING EVENTS FOR ROGER RULES. UNDER THE PROGRAM NAME - HOPE 4 HOPETOWN - THE FUND HOSTED A SERIES OF CONCERTS AND CROWDFUNDING CAMPAIGNS TO RAISE FUNDS TO PROVIDE RELIEF TO THOSE CARRYING OUT THE CLEANUP AND REBUILDING EFFORTS IN THE AREA. PROGRAM INVESTMENTS INCLUDE THE PURCHASE OF HEAVY EQUIPMENT, SUPPLIES AND MONETARY DONATIONS TO HELP THE AREA CLEAN UP AND REBUILD AFTER THE HURRICANE. THE ORGANIZATION HAS PARTNERED WITH OTHERS SUCH AS THE HOPE TOWN FIRE & RESCUE AND MISSION HOPE, WHO ARE COORDINATING EFFORTS IN HOPE TOWN.$25,000$27,428
ROGER RULES - ORIGINALLY ORGANIZED TO TAKE THE CIRCUMSTANCES AND MISTAKES THAT LED TO THE HEARTBREAKING TRAGEDY OF ROGER'S JENNINGS DAVIS' FATAL SINGLE CAR ACCIDENT AND USE THEM TO HELP POSITIVELY SPREAD THE MESSAGE OF THE DANGERS ASSOCIATED WITH SPEEDING, DRINKING AND DRIVING, AND NOT WEARING YOUR SEATBELT. THE ORGANIZATION PROVIDES AN ANNUAL COLLEGE SCHOLARSHIP TO BE AWARDED EACH YEAR TO A DESERVING HIGH SCHOOL SENIOR, AS WELL AS CONDUCTING AN EDUCATIONAL CAMPAIGN PROMOTING "THE ROGER RULES" WHICH ARE "ALWAYS WEAR YOUR SEATBELT, DON'T SPEED AND NEVER EVER DRINK AND DRIVE." ROGER RULES ALSO PROVIDES EDUCATIONAL GRANTS TO OTHER NOT FOR PROFIT AGENCIES TO SUPPORT THEIR EDUCATIONAL RPOGRAMS.$50,000$51,384
FieldValueIRS element (for citing)
Total Program Service Expenses$78,812TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RUSSELL PATRICK DAVIS
PRESIDENT1.00$0$0$0
KRIS WIATR
SECRETARY1.00$0$0$0
ERIC ARNOLD
VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WIATR & ASSOCIATESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 8TH AVENUE SOUTH SUITE 102AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd
FieldValueIRS element (for citing)
Phone6158326344PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$847,009CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,054CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$130,510CurrentTaxYearMinus1YearAmt
Current Tax Year$66,000CurrentTaxYearAmt
Total$1,070,573TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$847,009CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,054CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$130,510CurrentTaxYearMinus1YearAmt
Current Tax Year$66,000CurrentTaxYearAmt
Total$1,070,573TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$167,823SubstantialContributorsTotAmt
Public Support Total170$902,750PublicSupportTotal170Amt
Total Support$1,070,573TotalSupportAmt
Public Support CY1700.84320PublicSupportCY170Pct
Public Support PY1700.82860PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: BOYS AND GIRLS CLUBS OF ST HELENA. GRANTEE ADDRESS: 1420 TAINTER STREET ST. HELENA, CA 94574. DATE OF GIFT: 09/27/23. AMOUNT GIVEN: 25,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: RUTHERFORD VOLUNTEER FIRE DEPARTMENT. GRANTEE ADDRESS: PO BOX 160 RUTHERFORD, CA 94573. DATE OF GIFT: 09/27/23. AMOUNT GIVEN: 25,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: HOP ON A CURE FOUNDATION INC. GRANTEE ADDRESS: 760 OLD ROSWELL ROAD, SUITE 398 ROSWELL, GA 30076. DATE OF GIFT: 08/30/23. AMOUNT GIVEN: 25,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 75,000.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: INSURANCE. AMOUNT: 2,267. DESCRIPTION: SUPPLIES AND OTHER. AMOUNT: 30. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 15. TOTAL TO FORM 990-EZ, LINE 16: 2,312.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc