DAVIDSON BRUCE CHARITABLE IRRV TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: DAVIDSON BRUCE CHARITABLE IRRV TR (EIN 20-6565366)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-05
IRS object ID: 202423109349100247
Schema version: 2023v5.0
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
Form 990-PF
Accounting Fees Schedule
Contractor Compensation Expln
Expenditure Responsibility Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-05T11:22:07-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	743106418	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DAN LEE & ASSOCIATES PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1355 TERRELL MILL RD SE BLDG 1474-1	AddressLine1Txt
City	MARIETTA	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30067	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	206565366	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DAVISON BRUCE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	DAVI	BusinessNameControlTxt
Phone	6157831446	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	40 BURTON HILLS BLVD STE 300	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37215	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CAROLYN REID	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4044193259	PhoneNum
Signature	2024-10-31	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DANIEL C LEE	PreparerPersonNm
PTIN	P00019102	PTIN
Phone	4043719846	PhoneNum
Preparation	2024-11-04	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$29,950,304	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$107,786	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$107,786	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$638,132	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$570,736	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,725,748	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$12,421,503	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,725,748	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1,819	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$2,473,485	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,404,270	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$117,931	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$117,000	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$20,700	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$20,700	OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$5,300	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,300	AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$126,584	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$126,584	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$585	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$585	TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$192,582	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$192,582	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$14,020	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$477,702	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$132,469	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$330,282	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,094,960	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,094,960	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,572,662	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$132,469	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,425,242	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$900,823	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,271,801	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$168,601	CashBOYAmt
Cash EOY	$231,967	CashEOYAmt
Cash EOYFMV	$231,967	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,437,347	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$399,183	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$399,183	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$15,930,883	CorporateStockBOYAmt
Corporate Stock EOY	$16,374,787	CorporateStockEOYAmt
Corporate Stock EOYFMV	$24,713,397	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$2,962,470	CorporateBondsBOYAmt
Corporate Bonds EOY	$4,514,041	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$4,605,757	CorporateBondsEOYFMVAmt
Total Assets BOY	$20,499,301	TotalAssetsBOYAmt
Total Assets EOY	$21,519,978	TotalAssetsEOYAmt
Total Assets EOYFMV	$29,950,304	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$20,499,301	RetainedEarningBOYAmt
Retained Earning EOY	$21,519,978	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$20,499,301	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$21,519,978	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$20,499,301	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$21,519,978	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$20,499,301	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$900,823	ExcessRevenueOverExpensesAmt
Other Increases	$119,854	OtherIncreasesAmt
Subtotal	$21,519,978	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$21,519,978	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS 5888 - ST COV	P	2023-01-01	2023-12-31	$754,308	$764,505	-$10,197	-$10,197
UBS 5888 - LT COV	P	2022-01-01	2023-12-31	$341,622	$346,211	-$4,589	-$4,589
UBS 5604 - ST COV	P	2023-01-01	2023-12-31	$3,438,178	$3,531,323	-$93,145	-$93,145
UBS 5604 - LT COV	P	2022-01-01	2023-12-31	$4,921,518	$3,426,983	$1,494,535	$1,494,535
MORGAN STANLEY 7767 - ST COV	P	2023-01-01	2023-12-31	$299,842	$273,915	$25,927	$25,927
MORGAN STANLEY 7767 - LT COV	P	2022-01-01	2023-12-31	$1,964,431	$1,647,756	$316,675	$316,675
FS CREDIT REAL ESTATE INCOME TRST S	P	2022-07-01	2023-06-30	$701,604	$705,062	-$3,458	-$3,458

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,725,748	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$80,873	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$31,578	InvestmentIncomeExciseTaxAmt
Subtotal	$31,578	SubtotalAmt
Tax Based On Investment Income	$31,578	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$15,644	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$15,644	TotalPaymentsAndCreditsAmt
Tax Due	$15,934	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	GA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	WWW.DAVISONBRUCEFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	CUMBERLAND TRUST CO	IndividualWithBooksNm
Phone	6157831446	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	40 BURTON HILLS BLVD	AddressLine1Txt
Address Line2	STE 300	AddressLine2Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37215	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (true)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
CUMBERLAND TRUST CO
40 BURTON HILLS BLVD	STE 300	NASHVILLE	TN	37215	TRUSTEE	5.00	$50,931	$0	$0
CAROLYN REID
520 WHITE RD		OPELIKA	AL	36801	PRESIDENT	20.00	$40,000	$0	$0
KENDALL CLINTON
44 SATTLER RD		SPRING BRANCH	TX	78070	SECRETARY	10.00	$27,000	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Business Name Line2BusinessName/BusinessNameLine2Txt	Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
MORGAN STANLEY
MORGAN STANLEY	3280 PEACHTREE RD	3280 PEACHTREE RD	ATLANTA	GA	30305	INVESTMENT MGT	$66,633
UBS
UBS	1000 HARBOR BLVD	1000 HARBOR BLVD	WEEHAWKEN	NJ	07086	INVESTMENT MGMT	$59,952
CUMBERLAND
CUMBERLAND	40 BURTON HILL BLVD SUITE 300	40 BURTON HILL BLVD SUITE 300	NASHVILLE	TN	37215	TRUSTEE	$50,931

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$28,224,873	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$268,945	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$10,230	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$28,504,048	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$28,504,048	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$427,561	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$28,076,487	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,403,824	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,403,824	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$31,578	TaxBasedOnInvestmentIncomeAmt
Total Tax	$31,578	TotalTaxAmt
Distributable Before Adj	$1,372,246	DistributableBeforeAdjAmt
Distributable Before Ded	$1,372,246	DistributableBeforeDedAmt
Distributable As Adjusted	$1,372,246	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,425,242	ExpensesAndContributionsAmt
Qualifying Distributions	$1,425,242	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,372,246	DistributableAsAdjustedAmt
Undistributed Income PY	$1,339,023	UndistributedIncomePYAmt
Qualifying Distributions	$1,425,242	QualifyingDistributionsAmt
Applied To Year1	$1,339,023	AppliedToYear1Amt
Applied To Current Year	$86,219	AppliedToCurrentYearAmt
Undistributed Income CY	$1,286,027	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	DAVISON BRUCE FDN GRANTS ADMINISTRA	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	CO CUMBERLAND TRUST TRUSTEE	AddressLine1Txt
Address Line2	40 BURTON HILLS BLVD STE 300	AddressLine2Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37215	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6157832540	RecipientPhoneNum
Form And Info And Materials	APPLICATIONS CAN BE SUBMITTED VIA LETTER OR ONLINE AT WWW.DAVISONBRUCEFOUNDATION.ORG., SEE ATTACHED	FormAndInfoAndMaterialsTxt
Submission Deadlines	FEBRUARY 1ST	SubmissionDeadlinesTxt
Restrictions On Awards	N/A	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Recipient RelationshipRecipientRelationshipTxt	Address Line2RecipientUSAddress/AddressLine2Txt
AGORA MINISTRIE
AGORA	1807 SAN FERNANDO	SAN ANTONIO	TX	78207	GENERAL CHARITABLE PURPOSES	$15,000
ALABAMA KIDNEY FOUNDATION
ALABAMA KIDNEY	265 RIVERCHASE PKWY 106	HOOVER	AL	35244	FIGHTS KIDNEY DISEASES	$23,500	NONE
ALL THINGS MINISTRIES INC
ALL THINGS MINISTRIES	PO BOX 285	AUBURN	AL	36831	GENERAL CHARITABLE PURPOSES	$14,000
BIGHOUSE INC
BIGHOUSE INC	637 S MCCLINTOCK DR	TEMPE	AZ	85281	GENERAL CHARITABLE PURPOSES	$14,000	NONE
BOYS & GIRLS CLUBS OF GREATER LEE C
BOYS & GIRLS CLUBS OF GREATER LEE	1610 TOOMER ST	OPELIKA	AL	36801	GENERAL CHARITABLE PURPOSES	$26,000	NONE
BRACKEN CHRISTIAN SCHOOL
BRACKEN CHRISTIAN SCHOOL	670 OLD BOERNE ROAD	BULVERDE	TX	78163	EDUCATION	$53,500	NONE
CHAMBERS COUNTY
CHAMBERS CO COUNCIL FOR NEGLECTED & DEPENDENT CHIL	2200 35TH PL VALLEY	VALLEY	AL	36854	PROGRAM FOR NEGLECTED AND DEP CHILDR	$4,000
CHILDCARE RESOURCE CENTER
CHILDCARE RESOURCE CENTER	20001 PRAIRIE STREET	CHATSWORTH	CA	91311	WELLBEING OF THE CHILD	$3,000	NONE
CHILDRENS HOSPITAL OF ALABAMA
CHILDRENS HOSPITAL	1600 7TH AVE S	BIRMINGHAM	AL	35233	HOSPITAL	$20,000
CRESTWOOD DAY SCHOOL
CRESTWOOD DAY SCHOOL	P O BOX 130504	BIRMINGHAM	AL	35213	EDUCATION	$27,500
EASTLAKE INITIATIVE
EASTLAKE INITIATIVE	6525 1ST AVE N	BIRMINGHAM	AL	35206	GENERAL CHARITABLE PURPOSES	$25,000
ESPERANZA HOUSE INC
ESPERANZA HOUSE INC	1103 MEMORIAL DR	ARTESIA	NM	88210	HELPING VICTIMS OF CHILD ABUSE	$48,000	NONE
EXCEPTIONAL WAY
EXCEPTIONAL WAY	1615 OXMOOR ROAD	BIRMINGHAM	AL	35209	SERVING INDIVIDUALS WITH SPECIAL NEE	$10,000
FELLOWSHIP OF CHRISTIAN ATHLETES
FELLOWSHIP OF CHRISTIAN ATHLETES	PO BOX 68	AUBURN	AL	36831	FAITH AND ATHLETICS	$10,000	NONE
FOUNDRY MINISTRIES
FOUNDRY MINISTRIES	PO BOX 824	BESSEMER	AL	35021	RECOVERY PROGRAMS FOR ADDICTS	$31,500	NONE
GRACE AUBURN CHURCH
GRACE AUBURN	720 E GLENN AVE	AUBURN	AL	36830	RELIGIOUS ORGANIZATION	$15,000
HARMONY HOUSE DOMESTIC VIOLENCE SHE
HARMONY HOUSE DOMESTIC VIOLENCE SHELTER	POX BOX 2925	LAGRANGE	GA	30241	DOMESTIC VIOLENCE SHELTER	$32,500	NONE
HILLSIDE FELLOWSHIP CHURCH
HILLSIDE	5019 ROCKMART RD SE	SILVER CREEK	GA	30173	GENERAL CHARITABLE PURPOSES	$15,000
HOMES OF HOPE FOR CHILDREN
HOMES OF HOPE FOR CHILDREN	344 HAROLD TUCKER RD	PURVIS	MS	39475	GENERAL CHARITABLE GIVING	$72,250	NONE
ICARE
ICARE	735 SYCAMORE DR	DECATUR	GA	30030	SENIOR CITIZEN SUPPORT CTR	$10,000
IMMANUEL CHURCH
IMMANUEL CHURCH	1115 11TH ST	BIRMINGHAM	AL	35205	RELIGOUS ORGANIZATION	$20,000
JUST KEEP SMILING
JUST KEEP SMILING	PO BOX 1565	GARGARDENDALE	AL	35071	HELPING FAMILIES OF SICK CHILDREN	$35,000	NONE
KIDS HUB CHILD ADVOCACY CENTER
KIDS HUB CHILD ADVOCACY CENTER	2052 OAK GROVE RD	HATTIESBURG	MS	39402	GENERAL CHARITABLE PURPOSE	$32,000	NONE
LIBERTY CME
LIBERTY CME	456 S HIGHLAND AVE	JACKSON	TN	38301	RELIGIOUS ORGANIZATION	$15,000
LIVING HOPE INTERNATIONAL
LIVING HOPE INTERNATIONAL	12700 HILLCREST RD	DALLAS	TX	75230	GENERAL CHARITABLE GIVING	$38,500	NONE	SUITE 254
MARANNOOK INC
MARANNOOK	10301 VETERANS MEMORIAL P	LAFAYETTE	AL	36863	CHRISTIAN SUMMER CAMP	$15,000
MITCHELL'S PLACE INC
MITCHELL'S PLACE	4778 OVERTON RD	BIRMINGHAM	AL	35210	GENERAL CHARITABLE PURPOSES	$15,000
NAVIGATORS
NAVIGATORS	PO BOX 6000	COLORADO SPRINGS	CO	80934	CHRISTIAN OUTREACH	$16,000	NONE
PETALS CHILDREN TASK FORCE
PETALS CHILDRENS TASK FORCE	314 S GEORGE AVE	PETAL	MS	39465	ADVOCATE FOR FAMILIES IN THE PETAL D	$15,000
RAPE COUNSELORS OF EAST ALABAMA
RAPE COUNSELORS OF EAST ATLANTA	334-741-0707	AUBURN	AL	36830	GENERAL CHARITABLE PURPOSES	$30,000	NONE
REFUGE 1212 INC
REFUGE 1212	2120 16TH AVE S STE 201	BIRMINGHAM	AL	35205	GENERAL CHARITABLE PURPOSES	$30,000
SKY HIGH FOR ST JUDES
SKY HIGH FOR ST JUDES	9800 RICHMOND AVE STE 33	HOUSTON	TX	77042	SUPPORT CHILDREN WITH CHILDHOOD CANC	$10,000
SMILE A MILE
SMILE A MILE	1600 2ND AVE S	BIRMINGHAM	AL	35233	HELPING CHILDREN WITH CANCER	$35,000	NONE
ST ANDREWS
ST ANDREWS	1024 12TH STREET SOUTH	BIRMIGNHAM	AL	35205	RELGIOUS ORGANIZATION	$10,000
TROUP CARES INC
TROUP CARES INC	301 MEDICAL DR	LAGRANGE	GA	30240	GENERAL CHARITABLE PURPOSE	$7,000	NONE	SUITE 501
TRUTH IN NATURE
TRUTH IN NATURE	PO BOX 1340	DOUGLASVILLE	GA	30133	MINISTRY FOR SINGLE PARENT BOYS	$2,000	NONE
TWIN CEDARS YOUTH SERVICES
TWIN CEDARS	202 NO 26TH STREET	OPELIKA	AL	36801	YOUTH AND FAMILY	$50,000
WAY 2 SERVE
WAY 2 SERVE	1310 MCCOY ST	OPELIKA	AL	36801	HELPING REBUILDING HOMES	$10,000	NONE
WOMENS HOPE MEDICAL CLINIC
WOMENS HOPE	832 STAGE RD	AUBURN	AL	36830	PREGNANCY COUNSELING	$30,000
YOUNG LIFE AUBURN OPELIKA
YOUNG LIFE AUBURN	PO BOX 1336	AUBURN	AL	36831	YOUTH LEADERSHIP PROGRAM	$39,000
JOY OF GIVING
JOY OF GIVING	5173 SKYLINE DR	SYRACUSE	NY	13215	GENERAL CHARITABLE PURPOSES	$1,010
RONALD MCDONALD HOUSE
RONALD MCDONALD HOUSE	110 N CARPENTER ST	CHICAGO	IL	60607	GENERAL CHARITABLE PURPOSES	$1,000
KERUSSO INSTITUTE FOR GLOBAL LEADER
KERUSSO INSTITUTE FOR GLOBAL LEADERS	PO BOX 6871	MCKINNEY	TX	75071	GENERAL CHARITABLE PURPOSES	$15,000
YOUNG LIFE WEST GA
YOUNG LIFE WEST GA	PO BOX 520	COLORADO SPRINGS	CO	80901	GENERAL CHARITABLE PURPOSES	$45,000
NEIGHBORHOOD HOUSING OF BIRMINGHAM
NIEGHBORHOOD HOUSING OF BIRMINGHAM	601 19TH ST N 103	BIRMINGHAM	AL	35203	GENERAL CHARITABLE PURPOSES	$10,000
YOUNG LIFE GAINESVILLE
YOUNG LIFE GAINSVILLE	PO BOX 520	COLORADO SPRINGS	CO	80901	GENERAL CHARITABLE PURPOSES	$18,500
AUBURN ASK
AUBURN ASK	1600 E GLENN AVE	AUBURN	AL	36830	GENERAL CHARITABLE PURPOSES	$1,200
SPRING VALLEY SCHOOL
SPRING VALLEY SCHOOL	2701 SYDNEY DRIVE	BIRMINGHAM	AL	35211	GENERAL CHARITABLE PURPOSES	$20,000
MERCY MEDICAL MINISTRY
MERCY MEDICAL MINISTRY	1702 CATHERINE CT 1A	AUBURN	AL	36830	GENERAL CHARITABLE PURPOSES	$36,500
LEAPS
LEAPS	7777 FOREST LANE	DALLAS	TX	75230	GENERAL CHARITABLE SERVICES	$6,000
IS ABLE MINISTRIES
IS ABLE MINISTRIES	6659 PEACHTREE INDUSTRIAL	NORCROSS	GA	30092	GENERAL	$10,000
COLLEGE GOLF FELLOWSHIP
COLLEGE GOLF FELLOWSHIP	5098 FOOTHILLS BLVD	ROSEVILLE	CA	95747	GENERAL CHARITABLE PURPOSES	$5,000
HOPE CENTER
HOPE CENTER	295 MOLLY LANE	WOODSTOCK	GA	30189	GENERAL CHARITABLE PURPOSES	$500
KIDS FEEDING KIDS
KIDS FEEDING KIDS	6215 SUMMIT ST	KANSAS CITY	MO	64113	GENERAL CHARITABLE PURPOSES	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,094,960	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$107,786	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$570,736	ExclusionAmt
Related Or Exempt Function Incm	$67,396	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$1,725,748	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (9 entries)

DescDesc	Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
MORGAN STANLEY 67355
CUMBERLAND	$2,431
PERENNIAL - ORD. LOSS	-$57
PERENNIAL - RENTAL	-$417
PERENNIAL - INTEREST	$12
PERENNIAL - LT	$680
PERENNIAL - 1231 G/L	-$721
PERENNIAL - OTHER PORTFOLIO	$1,368
PERENNIAL - OTHER DEDUCTION	-$1,477

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$570,736	ExclusionAmt
Related Or Exempt Function Incm	$1,902,749	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,473,485	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEES	CategoryTxt
Amt	$5,300	Amt
Net Investment Income	$5,300	NetInvestmentIncomeAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (3 entries)

Business Name Line2ContractorBusinessName/BusinessNameLine2Txt	ExplanationExplanationTxt
MORGAN STANLEY
MORGAN STANLEY	INVESTMENT MANAGEMENT
UBS
UBS	INVESTMENT MANAGEMENT
CUMBERLAND
CUMBERLAND	TRUSTEE

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRUCE FAMILY FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	848 RAINWATER TRAIL	AddressLine1Txt
City	TIGER	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30576	ZIPCd

Field	Value	IRS element (for citing)
Purpose Of Grant	SCIENTIFIC, RELGIOUS, LITERARY OR EDUCATIONAL PURPOSES	PurposeOfGrantTxt
Dates Of Reports By Grantee	12/31/19	DatesOfReportsByGranteeTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MORGAN STANLEY	$2,118,800	$2,172,332
UBS	$2,395,241	$2,433,425

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
UBS FINANCIAL SERVICES 85604	$8,039,134	$9,708,433
UBS FINANCIAL SERVICES 85888	$935,672	$979,607
PERENIAL REAL ESTATE FUND	$95,603	$10,230
MORGAN STANLEY 767	$7,009,440	$12,954,557
UBS FINANCIAL SERVICES C2193	$294,938	$293,734
UBS FINANCIAL SERVICES 85889		$766,836

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
MEMBERSHIP DUES	$14,020
WEBSITE

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
CUMBERLAND	$2,431
PERENNIAL - ORD. LOSS	-$57
PERENNIAL - RENTAL	-$417
PERENNIAL - INTEREST	$12
PERENNIAL - LT	$680
PERENNIAL - 1231 G/L	-$721
PERENNIAL - OTHER PORTFOLIO	$1,368
PERENNIAL - OTHER DEDUCTIONS	-$1,477

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	TO REVERSE PRIOR YEAR TIMING ADJ	Desc
Amt	$119,854	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
UBS INVESTMENT MGT FEES 85604	$46,390	$46,390
UBS INVESTMENT MGMENT FEES 8588	$13,561	$13,561
MORGAN STANLEY INV MGT FEE 6735	$66,633	$66,633

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
UBS - 604 - FOR TAX	$585	$585
MORGAN STANLEY - FOR TAX 67355