ROGER JENNINGS DAVIS MEMORIAL FUND INC: Form 990EZ, tax year 2022
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- Organization
- ROGER JENNINGS DAVIS MEMORIAL FUND INC (EIN 26-4200019)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349204732
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T13:08:15-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620713250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFTCPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264200019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER JENNINGS DAVIS MEMORIAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROGE | BusinessNameControlTxt |
| Phone | 6158326344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 331847 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL KRIS WIATR | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6158326344 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | KRIS WIATR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCES E LEAHY | PreparerPersonNm |
| PTIN | P00713593 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $142,580 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $136,545 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $6,035 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $6,035 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $136,545 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $162,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,000 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $9,597 | OtherExpensesTotalAmt |
| Total Expenses | $172,597 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$36,052 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $69,165 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $33,113 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,165 | BOYAmt |
| EOY | $33,113 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,165 | BOYAmt |
| EOY | $33,113 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,165 | BOYAmt |
| EOY | $33,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO 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 AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program 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. | $22,000 | $22,000 |
| 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. | $140,000 | $140,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $162,000 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| RUSSELL PATRICK DAVIS | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| KRIS WIATR | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| ERIC ARNOLD | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIATR & ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 8TH AVENUE SOUTH SUITE 102 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6158326344 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
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 | $8,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $847,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,054 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $130,510 | CurrentTaxYearAmt |
| Total | $1,012,903 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $847,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,054 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $130,510 | CurrentTaxYearAmt |
| Total | $1,012,903 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $173,588 | SubstantialContributorsTotAmt |
| Public Support Total170 | $839,315 | PublicSupportTotal170Amt |
| Total Support | $1,012,903 | TotalSupportAmt |
| Public Support CY170 | 0.82860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79430 | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ELBOW REEF FOUNDATION. GRANTEE ADDRESS: 700 SOUTHWEST 31ST STREET PALM CITY, FL 34990. AMOUNT GIVEN: 22,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: NOTES FOR EDUCATION. GRANTEE ADDRESS: 51 BLACKBERRY DRIVE NAPA, CA 94558. AMOUNT GIVEN: 35,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: BOYS AND GIRLS CLUBS OF ST HELENA. GRANTEE ADDRESS: 1420 TAINTER STREET ST. HELENA, CA 94574. AMOUNT GIVEN: 25,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: RUTHERFORD VOLUNTEER FIRE DEPARTMENT. GRANTEE ADDRESS: PO BOX 160 RUTHERFORD, CA 94573. AMOUNT GIVEN: 25,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: BOYS AND GIRLS CLUBS OF SONOMA. GRANTEE ADDRESS: 1400 NORTH DUTTON AVE, STE 24 SANTA ROSA, CA 95401. AMOUNT GIVEN: 15,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: HEALDSBURG EDUCATION FOUNDATION. GRANTEE ADDRESS: PO BOX 1668 HEALDSBURG, CA 95448. AMOUNT GIVEN: 15,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: HUMANA SOCIETY OF SONOMA COUNTY. GRANTEE ADDRESS: 555 WESTSIDE RD HEALDSBURG, CA 95448. AMOUNT GIVEN: 15,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: SABESWINGS. GRANTEE ADDRESS: 179 NIBLICK ROAD #411 PASO ROBLES, CA 93446. AMOUNT GIVEN: 10,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 162,000. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: INSURANCE. AMOUNT: 3,491. DESCRIPTION: SUPPLIES AND OTHER. AMOUNT: 6,076. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 30. TOTAL TO FORM 990-EZ, LINE 16: 9,597. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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 |