DAVIDSON BRUCE CHARITABLE IRRV TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DAVIDSON BRUCE CHARITABLE IRRV TR (EIN 20-6565366)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-26
- IRS object ID
- 202322999349100322
- 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
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-26T13:50:57-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 836 SYCAMORE ST | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-10-25 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROLYN | PersonFirstNm |
| Person Last | REID | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | 2023-10-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,336,684 | 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 | $120,189 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $120,043 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $549,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $511,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,667,592 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,352 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $886 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $676,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $638,785 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $177,063 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $177,064 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,754 | OthEmplSlrsWgsRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $133,974 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $133,974 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $388 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $388 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $127,937 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $127,937 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,910 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $450,826 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $136,762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $305,001 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,228,991 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,228,991 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,679,817 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $136,762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,533,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,003,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $502,023 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $241,856 | CashBOYAmt |
| Cash EOY | $168,601 | CashEOYAmt |
| Cash EOYFMV | $168,601 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,821,905 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,437,347 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,437,347 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,621,438 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,930,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,781,418 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,042,043 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,962,470 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,949,318 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $21,727,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,499,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,336,684 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $21,727,242 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,499,301 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,727,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,499,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,727,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,499,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,727,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,003,364 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,723,878 | SubtotalAmt |
| Other Decreases | $224,577 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,499,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,352 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,978 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,978 | SubtotalAmt |
| Tax Based On Investment Income | $6,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,622 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,622 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,644 | OverpaymentAmt |
| Applied To ES Tax | $15,644 | AppliedToESTaxAmt |
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 (4 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 | $53,063 | $0 | $0 |
| CAROLYN REID | |||||||||
| PO BOX 4655 | ATLANTA | GA | 30302 | PRESIDENT | 20.00 | $40,000 | $0 | $0 | |
| KIM MONTGOMERY | |||||||||
| 2575 PEACHTREE RD NE | APT 17B | ATLANTA | GA | 30305 | EXECUTIVE DI | 20.00 | $60,000 | $0 | $0 |
| KENDALL CLINTON | |||||||||
| 236 HIDDEN RIDGE DR | BULVERDE | TX | 78163 | SECRETARY | 10.00 | $24,000 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 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 | $67,614 |
| UBS | |||||||
| UBS | 1000 HARBOR BLVD | 1000 HARBOR BLVD | WEEHAWKEN | NJ | 07086 | INVESTMENT MGMT | $66,360 |
| KIM MONTGOMERY | |||||||
| 2575 PEACHTREE RD APT 17B | ATLANTA | GA | 30305 | EXECUTIVE DIR | $60,000 | ||
| CUMBERLAND | |||||||
| CUMBERLAND | 40 BURTON HILL BLVD SUITE 300 | 40 BURTON HILL BLVD SUITE 300 | NASHVILLE | TN | 37215 | TRUSTEE | $53,063 |
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 | $28,664,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $288,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,904 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,963,832 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $28,963,832 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $434,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,529,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,426,469 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,426,469 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,978 | TotalTaxAmt |
| Distributable Before Adj | $1,419,491 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,419,491 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,419,491 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,533,992 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,533,992 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,419,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,453,524 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,533,992 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,453,524 | AppliedToYear1Amt |
| Applied To Current Year | $80,468 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,339,023 | 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 | $12,000 | ||
| ALABAMA KIDNEY FOUNDATION | ||||||||
| ALABAMA KIDNEY | 265 RIVERCHASE PKWY 106 | HOOVER | AL | 35244 | FIGHTS KIDNEY DISEASES | $20,000 | NONE | |
| ALL THINGS MINISTRIES INC | ||||||||
| ALL THINGS MINISTRIES | PO BOX 285 | AUBURN | AL | 36831 | GENERAL CHARITABLE PURPOSES | $15,000 | ||
| BIGHOUSE INC | ||||||||
| BIGHOUSE INC | 637 S MCCLINTOCK DR | TEMPE | AZ | 85281 | GENERAL CHARITABLE PURPOSES | $21,800 | NONE | |
| BLOOD WATER MISSION | ||||||||
| BLOODWATER | 521 8TH AVE S | NASHVILLE | TN | 37203 | TO FIGHT AIDS IN AFRICA | $10,000 | NONE | |
| BOYS & GIRLS CLUBS OF GREATER LEE C | ||||||||
| BOYS & GIRLS CLUBS OF GREATER LEE | 1610 TOOMER ST | OPELIKA | AL | 36801 | GENERAL CHARITABLE PURPOSES | $25,000 | NONE | |
| BRACKEN CHRISTIAN SCHOOL | ||||||||
| BRACKEN CHRISTIAN SCHOOL | 670 OLD BOERNE ROAD | BULVERDE | TX | 78163 | EDUCATION | $52,500 | NONE | |
| BUTTERFLY BRIDGE ADVOCACY CTR | ||||||||
| BUTTERFLY BRIDGE ADVOCACY CTR | PO BOX 588 | CLANTON | AL | 35046 | CHILDRENS ADVOCACY CENTER | $10,000 | ||
| CHAMBERS COUNTY | ||||||||
| CHAMBERS CO | 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 | $12,000 | NONE | |
| CHILDRENS HOSPITAL OF ALABAMA | ||||||||
| CHILDRENS HOSPITAL | 1600 7TH AVE S | BIRMINGHAM | AL | 35233 | HOSPITAL | $20,000 | ||
| CHRISTIAN HOPE CENTER INC | ||||||||
| CHRISTIAN HOPE CENTER | 207 COMMERCE ST | HAWKINSVILLE | GA | 31036 | GENERAL CHARITABLE PURPOSES | $15,000 | ||
| CITY ON A HILL | ||||||||
| CITY ON A HILL | 2224 W KILBOURN AVE | MILWAUKEE | WI | 53233 | ALLEVIATE SYMPTOMS OF POVERTY | $18,000 | ||
| COMMUNITY CARE DEVELOPMENT NETWORK | ||||||||
| COMMUNITY CARE DEVELOPMENT NETWORK | 1920 OLD SPRINGVILLE RD | CENTER POINT | AL | 35215 | GENERAL CHARITABLE PURPOSES | $15,000 | ||
| CRESTWOOD DAY SCHOOL | ||||||||
| CRESTWOOD DAY SCHOOL | P O BOX 130504 | BIRMINGHAM | AL | 35213 | EDUCATION | $26,000 | ||
| DAILY BREAD MINISTRIES INC | ||||||||
| DAILY BREAD MINISTRIES | 5171 REDFERN WAY | BIRMINGHAM | AL | 35242 | GENERAL CHARITABLE PURPOSES | $15,000 | ||
| EASTLAKE INITIATIVE | ||||||||
| EASTLAKE INITIATIVE | 6525 1ST AVE N | BIRMINGHAM | AL | 35206 | GENERAL CHARITABLE PURPOSES | $20,000 | ||
| ESPERANZA HOUSE INC | ||||||||
| ESPERANZA HOUSE INC | 1103 MEMORIAL DR | ARTESIA | NM | 88210 | HELPING VICTIMS OF CHILD ABUSE | $31,000 | 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 | $2,500 | NONE | |
| FOUR CORNERS MINISTRIES | ||||||||
| FOUR CORNERS | 2020 S EIGHTH ST | OPELIKA | AL | 36801 | SPONSORING SHORT TERM MISSION TRIPS | $14,000 | ||
| 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 | $30,000 | 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 | $71,000 | 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 | $50,000 | ||
| 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 | $28,000 | NONE | |
| LEADERSHIP EDUCATION ACHIEVEMENT | ||||||||
| LEADERSHIP EDUCATION ACHIEVEMENT PARTNERSHIP | 1455 BEDROCK DRIVE | AUBURN | AL | 36830 | GENERAL CHARITABLE PURPOSES | $10,000 | ||
| LIBERTY CME | ||||||||
| LIBERTY CME | 456 S HIGHLAND AVE | JACKSON | TN | 38301 | RELIGIOUS ORGANIZATION | $15,000 | ||
| LIFELINE CHILDRENS SERVICES | ||||||||
| LIFELINE CHILDRENS SERVICES | 1922 GA-74 | TYRONE | GA | 30290 | GENERAL CHARITABLE PURPOSES | $41,500 | NONE | |
| LIVING HOPE INTERNATIONAL | ||||||||
| LIVING HOPE INTERNATIONAL | 12700 HILLCREST RD | DALLAS | TX | 75230 | GENERAL CHARITABLE GIVING | $40,000 | NONE | SUITE 254 |
| MARANNOOK INC | ||||||||
| MARANNOOK | 10301 VETERANS MEMORIAL P | LAFAYETTE | AL | 36863 | CHRISTIAN SUMMER CAMP | $55,000 | ||
| MISSION AT THE CROSS | ||||||||
| MISSION AT THE CROSS | 324 S MAGNOLIA ST | LAUREL | MS | 39440 | GENERAL CHARITABLE PURPOSES | $16,500 | ||
| MITCHELL'S PLACE INC | ||||||||
| MITCHELL'S PLACE | 4778 OVERTON RD | BIRMINGHAM | AL | 35210 | GENERAL CHARITABLE PURPOSES | $9,000 | ||
| NAVIGATORS | ||||||||
| NAVIGATORS | PO BOX 6000 | COLORADO SPRINGS | CO | 809346000 | CHRISTIAN OUTREACH | $15,000 | NONE | |
| PETALS CHILDREN TASK FORCE | ||||||||
| PETALS CHILDRENS TASK FORCE | 314 S GEORGE AVE | PETAL | MS | 39465 | ADVOCATE FOR FAMILIES IN THE PETAL D | $45,500 | ||
| RANGE OF MOTION PROJECT INC | ||||||||
| RANGE OF MOTION PROJECT | 1474 S ACOMA ST | DENVER | CO | 80223 | GENERAL CHARITABLE PURPOSES | $10,000 | ||
| RAPE COUNSELORS OF EAST ALABAMA | ||||||||
| RAPE COUNSELORS OF EAST ATLANTA | 334-741-0707 | AUBURN | AL | 36830 | GENERAL CHARITABLE PURPOSES | $27,500 | NONE | |
| REFUGE 1212 INC | ||||||||
| REFUGE 1212 | 2120 16TH AVE S STE 201 | BIRMINGHAM | AL | 35205 | GENERAL CHARITABLE PURPOSES | $18,000 | ||
| SKY HIGH FOR ST JUDES | ||||||||
| SKY HIGH FOR ST JUDES | 9800 RICHMOND AVE STE 33 | HOUSTON | TX | 77042 | SUPPORT CHILDREN WITH CHILDHOOD CANC | $25,000 | ||
| SMILE A MILE | ||||||||
| SMILE A MILE | 1600 2ND AVE S | BIRMINGHAM | AL | 35233 | HELPING CHILDREN WITH CANCER | $25,000 | NONE | |
| ST ANDREWS | ||||||||
| ST ANDREWS | 1024 12TH STREET SOUTH | BIRMIGNHAM | AL | 35205 | RELGIOUS ORGANIZATION | $9,500 | ||
| STORYBROOK FARM | ||||||||
| STORYBROOK FARM | 300 CUSSETA RD | OPELIKA | AL | 36801 | GENERAL CHARITABLE PURPOSE | $55,000 | NONE | |
| TROUP CARES INC | ||||||||
| TROUP CARES INC | 301 MEDICAL DR | LAGRANGE | GA | 30240 | GENERAL CHARITABLE PURPOSE | $7,500 | NONE | SUITE 501 |
| TRUTH IN NATURE | ||||||||
| TRUTH IN NATURE | PO BOX 1340 | DOUGLASVILLE | GA | 30133 | MINISTRY FOR SINGLE PARENT BOYS | $20,000 | 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 | OPLIKA | AL | 36801 | HELPING REBUILDING HOMES | $10,000 | NONE | |
| WILDERNESS TREK | ||||||||
| WILDERNESS TREK | 11 NM-50 | GLORIETA | NM | 87535 | FAITH BASED OUTDOOR ACTIVITIES | $20,000 | ||
| WOMENS HOPE MEDICAL CLINIC | ||||||||
| WOMENS HOPE | 832 STAGE RD | AUBURN | AL | 36830 | PREGNANCY COUNSELING | $1,000 | ||
| YOUNG LIFE AUBURN OPELIKA | ||||||||
| YOUNG LIFE AUBURN | PO BOX 1336 | AUBURN | AL | 36831 | YOUTH LEADERSHIP PROGRAM | $66,288 | ||
| JOY OF GIVING | ||||||||
| JOY OF GIVING | 5173 SKYLINE DR | SYRACUSE | NY | 13215 | GENERAL CHARITABLE PURPOSES | $3,903 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,228,991 | 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 | $120,189 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $511,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,284 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,704 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (9 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PERENNIAL - ORD. LOSS | -$266 |
| PERENNIAL - RENTAL | -$552 |
| PERENIAL - LT GAIN | $543 |
| PERENIAL - INTEREST | $71 |
| PERENIAL - 1231 LOSS | -$366 |
| PERENIAL - EXPENSE | -$1,924 |
| PERENIAL - ST LOSS | -$4 |
| PERENIAL - OTHER INCOME | $26 |
| MORGAN STANLEY 67355 | $3,358 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $511,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $165,063 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $676,453 | 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 | $4,800 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| Business Name Line2ContractorBusinessName/BusinessNameLine2Txt | ExplanationExplanationTxt |
|---|---|
| MORGAN STANLEY | |
| MORGAN STANLEY | INVESTMENT MANAGEMENT |
| UBS | |
| UBS | INVESTMENT MANAGEMENT |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| UBS FINANCIAL 85604 ST | 2022-01 | PURCHASE | 2022-12 | $2,142,664 | $2,258,602 | -$115,938 |
| UBS FINANCIAL 85604 LT | 2021-01 | PURCHASE | 2022-12 | $2,457,549 | $2,296,555 | $160,994 |
| UBS 85888 ST | 2022-01 | PURCHASE | 2022-12 | $419,738 | $464,035 | -$44,297 |
| UBS 85888 LT | 2021-01 | PURCHASE | 2022-12 | $1,680,030 | $1,790,429 | -$110,399 |
| MORGAN STANLEY 67355 ST | 2022-01 | PURCHASE | 2022-12 | $763,658 | $765,788 | -$2,130 |
| MORGAN STANLEY 67355 LT COV | 2021-01 | PURCHASE | 2022-12 | $1,182,296 | $1,079,876 | $102,420 |
| MORGAN STANLEY 67355 LT NONCOV | 2021-01 | PURCHASE | 2022-12 | $14,305 | $6,603 | $7,702 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY | $2,101,858 | $2,091,635 |
| UBS | $860,612 | $857,683 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS FINANCIAL SERVICES 85604 | $6,858,918 | $8,690,574 |
| UBS FINANCIAL SERVICES 85888 | $913,823 | $913,591 |
| PERENIAL REAL ESTATE FUND | $95,603 | $10,904 |
| MORGAN STANLEY 767 | $7,062,539 | $11,408,664 |
| UBS FINANCIAL SERVICES C2193 | $1,000,000 | $998,220 |
| UBS FINANCIAL SERVICES 85889 | $759,465 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 FEDERAL ESTIMATES PAID | $10,000 |
| TO ADJ BASIS IN PERENIAL FD TO TTEE STMT | $86,650 |
| TO CORRECT PY DIFF IN CASH OF TTEE | $102,927 |
| 2021 EXTENSION PAID IN 2022 | $25,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MEMBERSHIP DUES | $3,210 |
| WEBSITE | $1,700 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PERENNIAL - ORD. LOSS | -$266 |
| PERENNIAL - RENTAL | -$552 |
| PERENIAL - LT GAIN | $543 |
| PERENIAL - INTEREST | $71 |
| PERENIAL - 1231 LOSS | -$366 |
| PERENIAL - EXPENSE | -$1,924 |
| PERENIAL - ST LOSS | -$4 |
| PERENIAL - OTHER INCOME | $26 |
| MORGAN STANLEY 67355 | $3,358 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS INVESTMENT MGT FEES 85604 | $52,546 | $52,546 |
| UBS INVESTMENT MGMENT FEES 8588 | $13,814 | $13,814 |
| MORGAN STANLEY INV MGT FEE 6735 | $67,614 | $67,614 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS - 604 - FOR TAX | $218 | $218 |
| MORGAN STANLEY - FOR TAX 67355 | $170 | $170 |