DAVIDSON BRUCE CHARITABLE IRRV TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DAVIDSON BRUCE CHARITABLE IRRV TR (EIN 20-6565366)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202243149349100909
- Schema version
- 2021v4.0
- 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 Decreases 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 | 2022-11-10T09:00:56-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL C LEE | PreparerPersonNm |
| PTIN | P00019102 | PTIN |
| Phone | 4043719846 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,451,527 | 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 | $150,804 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $150,804 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $368,061 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $361,345 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,231,923 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,400,834 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,231,923 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,262 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,753,050 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,744,072 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $174,167 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $174,167 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $155,458 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $155,458 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,100 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $109,882 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $109,882 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,965 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $755 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,210 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $449,372 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $157,313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $287,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,095,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,095,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,544,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $157,313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,382,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $208,228 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,586,759 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,447,939 | CashBOYAmt |
| Cash EOY | $241,856 | CashEOYAmt |
| Cash EOYFMV | $241,856 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $946,809 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,821,905 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,821,905 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,635,589 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,621,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,228,261 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $4,042,043 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,159,505 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $21,030,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,727,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,451,527 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $21,030,337 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,727,242 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,030,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,727,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,030,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,727,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,030,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $208,228 | ExcessRevenueOverExpensesAmt |
| Other Increases | $495,710 | OtherIncreasesAmt |
| Subtotal | $21,734,275 | SubtotalAmt |
| Other Decreases | $7,033 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,727,242 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES 85604 | P | 2021-01-27 | 2021-08-23 | $1,844,048 | $1,884,982 | -$40,934 | -$40,934 |
| UBS FINANCIAL SERVICES 85604 | P | 2020-04-21 | 2021-11-22 | $2,318,540 | $1,252,590 | $1,065,950 | $1,065,950 |
| UBS 85888 | P | 2020-08-31 | 2021-06-29 | $1,052 | $1,053 | -$1 | -$1 |
| UBS 85888 | P | 2019-02-21 | 2021-07-09 | $1,085,956 | $1,063,080 | $22,876 | $22,876 |
| MS67355 | P | 2021-08-26 | 2021-10-18 | $394,686 | $388,728 | $5,958 | $5,958 |
| MS67355 | P | 2020-04-14 | 2021-03-08 | $118,171 | $128,888 | -$10,717 | -$10,717 |
| MS67355 | P | 2019-03-11 | 2021-10-29 | $1,637,118 | $1,449,590 | $187,528 | $187,528 |
| MS67355 | P | 2019-01-02 | 2021-01-11 | $130 | $130 | $130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,231,923 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$45,694 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,056 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,056 | SubtotalAmt |
| Tax Based On Investment Income | $22,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $34,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,744 | OverpaymentAmt |
| Applied To ES Tax | $12,744 | 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 |
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | $57,667 | $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 | $52,500 | $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 (2 entries)
| Business Name Line2BusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|---|
| UBS | |||||||
| UBS | 1000 HARBOR BLVD | 1000 HARBOR BLVD | WEEHAWKEN | NJ | 07086 | INVESTMENT MGMT | $78,115 |
| MORGAN STANLEY | |||||||
| MORGAN STANLEY | 3280 PEACHTREE RD | 3280 PEACHTREE RD | ATLANTA | GA | 30305 | INVESTMENT MGT | $77,343 |
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 | $32,059,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $340,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,419,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $32,419,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $486,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,932,715 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,596,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,596,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,056 | TotalTaxAmt |
| Distributable Before Adj | $1,574,580 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,574,580 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,574,580 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,382,709 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,382,709 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,574,580 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,261,653 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,382,709 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,261,653 | AppliedToYear1Amt |
| Applied To Current Year | $121,056 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,453,524 | 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 (46 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALABAMA KIDNEY FOUNDATION | ||||||||
| ALABAMA KIDNEY | 265 RIVERCHASE PKWY 106 | HOOVER | AL | 35244 | NONE | FIGHTS KIDNEY DISEASES | $15,000 | |
| BELOVED ATLANTA | ||||||||
| BELOVED ATLANTA | 1270 CAROLINE STREET | ATLANTA | GA | 30307 | NONE | GENERAL CHARITABLE PURPOSES | $1,000 | |
| BIGHOUSE INC | ||||||||
| BIGHOUSE INC | 637 S MCCLINTOCK DR | TEMPE | AZ | 85281 | NONE | GENERAL CHARITABLE PURPOSES | $50,000 | |
| BLOOD WATER MISSION | ||||||||
| BLOODWATER | 521 8TH AVE S | NASHVILLE | TN | 37203 | NONE | TO FIGHT AIDS IN AFRICA | $7,500 | |
| BOYS & GIRLS CLUBS OF GREATER LEE C | ||||||||
| BOYS & GIRLS CLUBS OF GREATER LEE | 1610 TOOMER ST | OPELIKA | AL | 36801 | NONE | GENERAL CHARITABLE PURPOSES | $35,000 | |
| BRACKEN CHRISTIAN SCHOOL | ||||||||
| BRACKEN CHRISTIAN SCHOOL | 670 OLD BOERNE ROAD | BULVERDE | TX | 78163 | NONE | EDUCATION | $52,500 | |
| 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 | $6,500 | ||
| CHILDCARE RESOURCE CENTER | ||||||||
| CHILDCARE RESOURCE CENTER | 20001 PRAIRIE STREET | CHATSWORTH | CA | 91311 | NONE | WELLBEING OF THE CHILD | $10,600 | |
| CHILDRENS HOSPITAL OF ALABAMA | ||||||||
| CHILDRENS HOSPITAL | 1600 7TH AVE S | BIRMINGHAM | AL | 35233 | HOSPITAL | $20,000 | ||
| CITY ON A HILL | ||||||||
| CITY ON A HILL | 2224 W KILBOURN AVE | MILWAUKEE | WI | 53233 | ALLEVIATE SYMPTOMS OF POVERTY | $20,000 | ||
| CRESTWOOD DAY SCHOOL | ||||||||
| CRESTWOOD DAY SCHOOL | P O BOX 130504 | BIRMINGHAM | AL | 35213 | EDUCATION | $25,000 | ||
| ESPERANZA HOUSE INC | ||||||||
| ESPERANZA HOUSE INC | 1103 MEMORIAL DR | ARTESIA | NM | 88210 | NONE | HELPING VICTIMS OF CHILD ABUSE | $20,000 | |
| EXCEPTIONAL WAY | ||||||||
| EXCEPTIONAL WAY | 1615 OXMOOR ROAD | BIRMINGHAM | AL | 35209 | SERVING INDIVIDUALS WITH SPECIAL NEE | $6,000 | ||
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| FELLOWSHIP OF CHRISTIAN ATHLETES | PO BOX 68 | AUBURN | AL | 36831 | NONE | FAITH AND ATHLETICS | $10,000 | |
| FOUNDRY MINISTRIES | ||||||||
| FOUNDRY MINISTRIES | PO BOX 824 | BESSEMER | AL | 35021 | NONE | RECOVERY PROGRAMS FOR ADDICTS | $40,000 | |
| FOUR CORNERS MINISTRIES | ||||||||
| FOUR CORNERS | 2020 S EIGHTH ST | OPELIKA | AL | 36801 | SPONSORING SHORT TERM MISSION TRIPS | $20,000 | ||
| GRACE AUBURN CHURCH | ||||||||
| GRACE AUBURN | 720 E GLENN AVE | AUBURN | AL | 36830 | RELIGIOUS ORGANIZATION | $10,000 | ||
| HARMONY HOUSE DOMESTIC VIOLENCE SHE | ||||||||
| HARMONY HOUSE DOMESTIC VIOLENCE SHELTER | POX BOX 2925 | LAGRANGE | GA | 30241 | NONE | DOMESTIC VIOLENCE SHELTER | $39,500 | |
| HOMES OF HOPE FOR CHILDREN | ||||||||
| HOMES OF HOPE FOR CHILDREN | 344 HAROLD TUCKER RD | PURVIS | MS | 39475 | NONE | GENERAL CHARITABLE GIVING | $80,850 | |
| 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 | $7,500 | ||
| JUST KEEP SMILING | ||||||||
| JUST KEEP SMILING | PO BOX 1565 | GARGARDENDALE | AL | 35071 | NONE | HELPING FAMILIES OF SICK CHILDREN | $31,000 | |
| KERUSSO FOUNDATION | ||||||||
| KERUSSO FOUNDATION | PO BOX 6871 | MCKINNEY | TX | 75071 | NONE | GENERAL CHARITABLE PURPOSES | $25,000 | |
| KIDS HUB CHILD ADVOCACY CENTER | ||||||||
| KIDS HUB CHILD ADVOCACY CENTER | 2052 OAK GROVE RD | HATTIESBURG | MS | 39402 | NONE | GENERAL CHARITABLE PURPOSE | $25,800 | |
| 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 | NONE | GENERAL CHARITABLE PURPOSES | $15,700 | |
| LIVING HOPE INTERNATIONAL | ||||||||
| LIVING HOPE INTERNATIONAL | 12700 HILLCREST RD | DALLAS | TX | 75230 | NONE | GENERAL CHARITABLE GIVING | $86,000 | SUITE 254 |
| MARANNOOK INC | ||||||||
| MARANNOOK | 10301 VETERANS MEMORIAL P | LAFAYETTE | AL | 36863 | CHRISTIAN SUMMER CAMP | $20,000 | ||
| NAVIGATORS | ||||||||
| NAVIGATORS | PO BOX 6000 | COLORADO SPRINGS | CO | 809346000 | NONE | CHRISTIAN OUTREACH | $14,500 | |
| NEIGHBOURHOOD HOUSING SERVICES | ||||||||
| NEIGHBOURHOOD HOUSING | 213 NORTH 5TH ST ST 1030 | READING | PA | 19601 | PROVIDING HOME BUYING COUNSELING SER | $10,000 | ||
| PETALS CHILDREN TASK FORCE | ||||||||
| PETALS CHILDRENS TASK FORCE | 314 S GEORGE AVE | PETAL | MS | 39465 | ADVOCATE FOR FAMILIES IN THE PETAL D | $46,500 | ||
| RAPE COUNSELORS OF EAST ALABAMA | ||||||||
| RAPE COUNSELORS OF EAST ATLANTA | 334-741-0707 | AUBURN | AL | 36830 | NONE | GENERAL CHARITABLE PURPOSES | $28,000 | |
| 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 | NONE | HELPING CHILDREN WITH CANCER | $5,000 | |
| ST ANDREWS | ||||||||
| ST ANDREWS | 1024 12TH STREET SOUTH | BIRMIGNHAM | AL | 35205 | RELGIOUS ORGANIZATION | $9,000 | ||
| STORYBROOK FARM | ||||||||
| STORYBROOK FARM | 300 CUSSETA RD | OPELIKA | AL | 36801 | NONE | GENERAL CHARITABLE PURPOSE | $16,000 | |
| TROUP CARES INC | ||||||||
| TROUP CARES INC | 301 MEDICAL DR | LAGRANGE | GA | 30240 | NONE | GENERAL CHARITABLE PURPOSE | $7,500 | SUITE 501 |
| TRUTH IN NATURE | ||||||||
| TRUTH IN NATURE | PO BOX 1340 | DOUGLASVILLE | GA | 30133 | NONE | MINISTRY FOR SINGLE PARENT BOYS | $15,000 | |
| 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 | NONE | HELPING REBUILDING HOMES | $10,000 | |
| 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 | $31,000 | ||
| YOUNG LIFE AUBURN OPELIKA | ||||||||
| YOUNG LIFE AUBURN | PO BOX 1336 | AUBURN | AL | 36831 | YOUTH LEADERSHIP PROGRAM | $62,500 | ||
| YOUNG LIFE GAINSVILLE GA | ||||||||
| YOUNG LIFE GAINSVILLE | 1856 THOMPSON BRIDGE RD | GAINESVILLE | GA | 30501 | YOUTH MINISTRY | $15,000 | ||
| YOUNG LIFE WEST GA | ||||||||
| YOUNG LIFE WEST GA | 103 BARNES AVE 9 | CARROLLTON | GA | 30117 | YOUTH MINISTRY | $30,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,095,450 | 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 | $150,804 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $361,345 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,716 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,231,923 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (9 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PERENNIAL - ORD. LOSS | -$395 |
| PERENNIAL - RENTAL | -$508 |
| PERENIAL - PORTFOLIO INCOME | $9 |
| PERENIAL - LT GAIN | $3,898 |
| PERENIAL - INTEREST | $94 |
| PERENIAL - 1231 LOSS | -$6 |
| PERENIAL - EXPENSE | -$2,188 |
| OTHER INCOME CUMBERLAND | $108 |
| REFUND OF DONATION | $1,250 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $361,345 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,391,705 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,753,050 | 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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| Business Name Line2ContractorBusinessName/BusinessNameLine2Txt | ExplanationExplanationTxt |
|---|---|
| UBS | |
| UBS | INVESTMENT MANAGEMENT |
| MORGAN STANLEY | |
| MORGAN STANLEY | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY | $1,955,660 | $1,969,822 |
| UBS | $2,086,383 | $2,189,683 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS FINANCIAL SERVICES 85604 | $7,047,690 | $11,367,497 |
| UBS FINANCIAL SERVICES 85888 | $626,864 | $631,291 |
| PERENIAL REAL ESTATE FUND | $8,953 | $8,953 |
| UBS FINANCIAL SERVICES 85889 7N | $590,436 | |
| MORGAN STANLEY 767 | $6,937,931 | $13,630,084 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2021 FEDERAL ESTIMATES PAID | $6,491 |
| RE ADJ OF CAP AC TO TAX BASIS | $542 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| MEMBERSHIP DUES | $3,960 | $750 | $3,210 |
| MS 41355 | $5 | $5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PERENNIAL - ORD. LOSS | -$395 |
| PERENNIAL - RENTAL | -$508 |
| PERENIAL - PORTFOLIO INCOME | $9 |
| PERENIAL - LT GAIN | $3,898 |
| PERENIAL - INTEREST | $94 |
| PERENIAL - 1231 LOSS | -$6 |
| PERENIAL - EXPENSE | -$2,188 |
| OTHER INCOME CUMBERLAND | $108 |
| REFUND OF DONATION | $1,250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST BASIS TO ACTUAL PER ML & UBS STATEMENTS | Desc |
| Amt | $495,710 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS INVESTMENT MGT FEES 85604 | $58,403 | $58,403 |
| UBS INVESTMENT MGT FEES ADR 8560 | $40 | $40 |
| UBS INVESTMENT MGMENT FEES 8588 | $18,900 | $18,900 |
| MORGAN STANLEY INV MGT FEE 6735 | $78,115 | $78,115 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS - 604 - FOR TAX | $873 | $873 |
| MORGAN STANLEY - FOR TAX 67355 | $227 | $227 |
| PERENNIAL REAL ESTATE FD - FOR T |