2020-09-01T10:19:30-05:00 2019-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2019-01-01 264200019 ROGER JENNINGS DAVIS MEMORIAL FUND ROGE 6158326344 PO BOX 331847 NASHVILLE TN 37203 DANIEL KRIS WIATR SECRETARY 6158326344 2020-09-01 1 FRANCES E LEAHY P00713593 6152427351 2020-09-01 65.198.206.98 2020-09-01 10:08:14 CD P B68C22C976E44D36ACAA41583C666EA48034497C EE7BB5FE320B8FB13B25121C5E937124580CA208 2019 2020-11-06 18:47:13Z RUSSELL PATRICK DAVIS PO BOX 331847 NASHVILLE TN 37203 924120 0 X N/A X 2009 TN SPREAD ROGER RULES - ALWAYS WEAR YOUR SEATBELT, DON'T SPEED AND NEVER EVER DRINK AND DRIVE. 2 2 0 5 0 0 0 847009 0 0 0 0 0 48214 0 895223 0 220000 0 0 0 0 0 0 14688 0 318095 0 538095 0 357128 5434 362562 0 0 5434 362562 X TO HELP POSITIVELY SPREAD THE MESSAGE OF THE DANGERS ASSOCIATED WITH SPEEDING, DRINKING AND DRIVING, AND NOT WEARING YOUR SEATBELT. 1 0 460493 165000 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. 56678 55000 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 AND 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. 517171 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 1 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 TN X AMY KADISH WIATR & ASSOCIATES 6158326344 1212 8TH AVENUE SOUTH SUITE 102 NASHVILLE TN 37203 X RUSSELL PATRICK DAVIS PRESIDENT 1.00 X X 0 0 0 DANIEL KRIS WIATR SECRETARY 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 94374 752635 847009 77111 94374 28897 48214 48214 895223 0 0 48214 141000 141000 79000 79000 5383 5383 5524 565 4959 6061 3700 2361 EQUIPMENT AND SUPPLIES 295663 290006 5657 OTHER 5464 2900 853 1711 538095 517171 6236 14688 5434 362562 5434 362562 0 0 X 5434 3115 359447 5434 362562 5434 362562 357128 0 X 0 1 X 0 0 X 9530 30250 16930 8330 847009 912049 9530 30250 16930 8330 847009 912049 183673 728376 912049 0.79860 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 924120 28897 28897 895223 0 895223 566992 28897 28897 538095 0 538095 PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING ORGANIZATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED WITH REVENUE ON FORM 990 28,897. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED WITH REVENUE ON FORM 990 28,897. 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTSGRANTS TO RECIPIENTS (ORGANIZATIONS AND INDIVIDUALS) GRANTS MADE INCLUDE PAYMENTS TO SUPPORT EXEMPT ORGANIZATIONS IN THE BAHAMAS AND INDIVIDUAL PAYMENTS TO PERSONS RECOVERING FROM THE EFFECTS OF HURRICANE DORIAN. ADDITIONAL EXPENDITURES INCLUDE PURCHASE OF EQUIPMENT AND SUPPLIES TO AID IN THE RECOVERY PROCESS. 371448 0 0 0 0 0 0 371448 0 371448 CENTRAL AMERICA AND THE CARIBBEAN PRESERVE THE ENVIRONMENT OF ABACO, BAHAMAS THROUGH EDUCATION, CONSERVATION AND RESEARCH FACILITATION. 10000 CHECK CENTRAL AMERICA AND THE CARIBBEAN TO HELP FOSTER A MENTALITY WHERE PEOPLE OF DIFFERENT ABILITIES ARE INTEGRATED INTO THEIR COMMUNITY TO THE BEST OF THEIR POTENTIAL. 10000 CHECK CENTRAL AMERICA AND THE CARIBBEAN PRESERVATION AND RESTORATION OF THE 1864 ELBOW REEF LIGHTHOUSE. 7500 CHECK 3 0 $1,000 CHECKS TO INDIVIDUALS AFFECTED BY HURRICANE DORIAN IN THE BAHAMAS CENTRAL AMERICA AND THE CARIBBEAN 44 44000 CHECKS OR WIRE TRANSFERS 0 0 0 0 0 0 PART I, LINE 2: PRESIDENT PATRICK DAVIS WILL VISIT THE LOCATION (BAHAMAS) AND SPEAK WITH INDIVIDUALS / ORGANIZATIONS. PART I, LINE 3: CASH BASIS DISBURSEMENTS PART III ACCOUNTING METHOD: HOPE 4 HOPE TOWN BENEFIT CONCERT 171485 94374 77111 7000 14000 7897 171485 94374 77111 7000 14000 7897 28897 48214 0 NOTES FOR EDUCATION 51 BLACKBERRY DRIVE NAPA CA 94558 272087987 501(C)(3) 10500 ENRICHMENT OF CHILDREN THROUGH MUSIC EDUCATION BOYS & GIRLS CLUB OF ST HELENA 1420 TAINTER STREET ST HELENA CA 94574 680226714 501(C)(3) 10000 PROVIDE YOUNG PEOPLE A SAFE, POSITIVE AND UNIQUE PLACE TO DEVELOP TALENTS MISSION OF HOPE PO BOX 171500 AUSTIN TX 78717 134207776 501(C)(3) 100000 DONATION FOR BOAT TO HOUSE HOPE TOWN RELIEF WORKERS 3 0 PART I, LINE 2: THE ORGANIZATION REVIEWS REQUESTS FROM RECIPIENT ORGANIZATIONS AND MAINTAINS ONGOING CONTACT TO MONITOR USAGE. FORM 990, PART III, LINE 2 DURING 2019, 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. THE NEW PROGRAM, HOPE 4 HOPETOWN, 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. FORM 990, PART VI, SECTION A, LINE 2 KRIS WIATR, OWNER OF WIATR & ASSOCIATES, SERVES AS SECRETARY OF THE ORGANIZATION AND PERFORMS BUSINESS MANAGEMENT SERVICES FOR BOTH PATRICK DAVIS, PRESIDENT, AND THE ORGANIZATION ITSELF. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT OF THE ORGANIZATION IS PERFORMED BY WIATR & ASSOCIATES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WILL BE GIVEN TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST TO WIATR & ASSOCIATES.