DAVIDSON BRUCE CHARITABLE IRRV TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAVIDSON BRUCE CHARITABLE IRRV TR (EIN 20-6565366)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202113149349101651
- Schema version
- 2020v4.0
- 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 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 | 2021-11-10T10:31:27-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-05 | 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 | 2021-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $30,540,235 | 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 | $219,976 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $219,976 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $308,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $308,043 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $319,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,460,594 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $319,385 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$700 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $847,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $847,404 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $151,408 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $146,770 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,350 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $141,437 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $141,437 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $311 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $311 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $14,206 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,206 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,513 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,856 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,866 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $328,225 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,604 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $170,842 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,168,862 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,168,862 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,497,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,604 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,339,704 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$649,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $703,800 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $362,174 | CashBOYAmt |
| Cash EOY | $1,447,939 | CashEOYAmt |
| Cash EOYFMV | $1,447,939 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $516,148 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $946,809 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $946,809 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,861,724 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,635,589 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,145,487 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $21,740,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,030,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,540,235 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $21,740,046 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,025,699 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,740,046 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,025,699 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,740,046 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,025,699 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,740,046 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$649,955 | ExcessRevenueOverExpensesAmt |
| Other Increases | $280 | OtherIncreasesAmt |
| Subtotal | $21,090,371 | SubtotalAmt |
| Other Decreases | $64,672 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,025,699 | 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 |
|---|---|---|---|---|---|---|---|
| ST COVERED 85604 | P | 2020-03-18 | 2020-04-02 | $1,852,577 | $2,049,215 | -$196,638 | -$196,638 |
| LT COVERED 85604 | P | 2019-02-04 | 2020-10-20 | $3,109,409 | $2,419,020 | $690,389 | $690,389 |
| ST COVERED 85888 | P | 2020-03-27 | 2020-03-30 | $637,761 | $649,905 | -$12,144 | -$12,144 |
| LT COVERED 85888 | P | 2015-10-15 | 2020-02-05 | $1,147,304 | $1,103,707 | $43,597 | $43,597 |
| ST COVERED 67355 | P | 2019-06-26 | 2020-05-14 | $1,088,034 | $1,113,009 | -$24,975 | -$24,975 |
| LT COVERED 67355 | P | 2016-03-15 | 2020-03-12 | $2,605,512 | $2,785,520 | -$180,008 | -$180,008 |
| LT NONCOVERED 67355 | P | 2010-11-19 | 2020-03-19 | $18,748 | $20,098 | -$1,350 | -$1,350 |
| LT NONCOVERED 67355 | P | 2010-11-19 | 2020-03-19 | $307 | $307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $319,385 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$233,757 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,783 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,783 | SubtotalAmt |
| Tax Based On Investment Income | $9,783 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $3,309 | OverpaymentAmt |
| Applied To ES Tax | $3,309 | 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 | 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 | $50,520 | $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 | 25.00 | $56,250 | $0 | $0 |
| KENDALL CLINTON | |||||||||
| 236 HIDDEN RIDGE DR | BULVERDE | TX | 78163 | SECRETARY | 10.00 | $4,638 | $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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | |||||||
| MORGAN STANLEY | 3280 PEACHTREE RD | 3280 PEACHTREE RD | ATLANTA | GA | 30305 | INVESTMENT MGT | $75,661 |
| UBS | |||||||
| UBS | 1000 HARBOR BLVD | 1000 HARBOR BLVD | WEEHAWKEN | NJ | 07086 | INVESTMENT MGMT | $65,776 |
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 | $27,096,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,365,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,988 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,494,200 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $28,494,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $427,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,066,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,403,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,403,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,783 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,783 | TotalTaxAmt |
| Distributable Before Adj | $1,393,556 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,393,556 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,393,556 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,339,704 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,339,704 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,339,704 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,393,556 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,207,801 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,339,704 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,207,801 | AppliedToYear1Amt |
| Applied To Current Year | $131,903 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,261,653 | 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|
| ALABAMA KIDNEY FOUNDATION | ||||||||
| 265 RIVERCHASE PKWY 106 | HOOVER | AL | 35244 | FIGHTS KIDNEY DISEASES | $20,000 | |||
| AMERICAN RED CROSS | ||||||||
| 2201 CHARLOTTE AVE | NASHVILLE | TN | 37203 | HUMANITARIAN AGENCY | $7,500 | 2201 CHARLOTTE AVE | ||
| BELOVED ATLANTA | ||||||||
| 1270 CAROLINE STREET | ATLANTA | GA | 30307 | GENERAL CHARITABLE PURPOSES | $5,000 | BELOVED ATLANTA | NONE | |
| BIGHOUSE INC | ||||||||
| 637 S MCCLINTOCK DR | TEMPE | AZ | 85281 | GENERAL CHARITABLE PURPOSES | $5,412 | BIGHOUSE INC | NONE | |
| BLOOD WATER MISSION | ||||||||
| 521 8TH AVE S | NASHVILLE | TN | 37203 | TO FIGHT AIDS IN AFRICA | $7,400 | |||
| BOYS & GIRLS CLUBS OF GREATER LEE C | ||||||||
| 1610 TOOMER ST | OPELIKA | AL | 36801 | GENERAL CHARITABLE PURPOSES | $45,000 | BOYS & GIRLS CLUBS OF GREATER LEE | NONE | |
| BRACKEN CHRISTIAN SCHOOL | ||||||||
| 670 OLD BOERNE ROAD | BULVERDE | TX | 78163 | EDUCATION | $42,500 | BRACKEN CHRISTIAN SCHOOL | ||
| BUTTERFLY BRIDGE ADVOCACY CTR | ||||||||
| PO BOX 588 | CLANTON | AL | 35046 | CHILDRENS ADVOCACY CENTER | $5,000 | BUTTERFLY BRIDGE ADVOCACY CTR | ||
| CHAMBERS COUNTY | ||||||||
| 2200 35TH PL VALLEY | VALLEY | AL | 36854 | PROGRAM FOR NEGLECTED AND DEP CHILDR | $8,800 | |||
| CHILDCARE RESOURCE CENTER | ||||||||
| 20001 PRAIRIE STREET | CHATSWORTH | CA | 91311 | WELLBEING OF THE CHILD | $13,200 | CHILDCARE RESOURCE CENTER | NONE | |
| CHILDRENS HOSPITAL OF ALABAMA | ||||||||
| 1600 7TH AVE S | BIRMINGHAM | AL | 35233 | HOSPITAL | $24,000 | |||
| CHILDRENS HOSPITAL OF PITTSBURG | ||||||||
| 4401 PENN AVE | PITTSBURGH | PA | 15224 | HOSPITAL | $1,000 | |||
| CITY ON A HILL | ||||||||
| 2224 W KILBOURN AVE | MILWAUKEE | WI | 53233 | ALLEVIATE SYMPTOMS OF POVERTY | $17,600 | CITY ON A HILL | ||
| CRESTWOOD DAY SCHOOL | ||||||||
| P O BOX 130504 | BIRMINGHAM | AL | 35213 | EDUCATION | $34,000 | CRESTWOOD DAY SCHOOL | ||
| CRU | ||||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | FAITH BASED CHARITY | $5,000 | CRU | ||
| ESPERANZA HOUSE INC | ||||||||
| 1103 MEMORIAL DR | ARTESIA | NM | 88210 | HELPING VICTIMS OF CHILD ABUSE | $22,000 | ESPERANZA HOUSE INC | NONE | |
| FAYETTE PREGNANCY CENTER | ||||||||
| 360E LANIER AVE | FAYETTEVILLE | GA | 30214 | FAITH BASED PREGNANCY RESOURCE CTR | $13,800 | |||
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| PO BOX 68 | AUBURN | AL | 36831 | FAITH AND ATHLETICS | $10,000 | FELLOWSHIP OF CHRISTIAN ATHLETES | NONE | |
| FOUNDRY MINISTRIES | ||||||||
| PO BOX 824 | BESSEMER | AL | 35021 | RECOVERY PROGRAMS FOR ADDICTS | $41,200 | FOUNDRY MINISTRIES | NONE | |
| GRACE AUBURN CHURCH | ||||||||
| 720 E GLENN AVE | AUBURN | AL | 36830 | RELIGIOUS ORGANIZATION | $25,000 | |||
| HADDIES HOME | ||||||||
| PO BOX | OPELIKA | AL | 36803 | HELPING GIRLS IN CRISIS | $8,000 | HADDIES HOME | NONE | |
| HARMONY HOUSE DOMESTIC VIOLENCE SHE | ||||||||
| POX BOX 2925 | LAGRANGE | GA | 30241 | DOMESTIC VIOLENCE SHELTER | $35,000 | HARMONY HOUSE DOMESTIC VIOLENCE SHELTER | NONE | |
| HOMES OF HOPE FOR CHILDREN | ||||||||
| 344 HAROLD TUCKER RD | PURVIS | MS | 39475 | GENERAL CHARITABLE GIVING | $106,250 | HOMES OF HOPE FOR CHILDREN | NONE | |
| ICARE | ||||||||
| 735 SYCAMORE DR | DECATUR | GA | 30030 | SENIOR CITIZEN SUPPORT CTR | $5,000 | |||
| IMMANUEL CHURCH | ||||||||
| 1115 11TH ST | BIRMINGHAM | AL | 35205 | RELIGOUS ORGANIZATION | $60,000 | |||
| JUST KEEP SMILING | ||||||||
| PO BOX 1565 | GARGARDENDALE | AL | 35071 | HELPING FAMILIES OF SICK CHILDREN | $35,000 | JUST KEEP SMILING | NONE | |
| KERUSSO FOUNDATION | ||||||||
| PO BOX 6871 | MCKINNEY | TX | 75071 | GENERAL CHARITABLE PURPOSES | $27,500 | KERUSSO FOUNDATION | NONE | |
| KIDS HUB CHILD ADVOCACY CENTER | ||||||||
| 2052 OAK GROVE RD | HATTIESBURG | MS | 39402 | GENERAL CHARITABLE PURPOSE | $20,000 | KIDS HUB CHILD ADVOCACY CENTER | NONE | |
| LEAPS MENTORING | ||||||||
| 713 WEST DUARTE ROAD G26 | ARCADIA | CA | 91007 | CAREER MENTORING | $10,000 | LEAPS MENTORING | ||
| LIBERTY CME | ||||||||
| 456 S HIGHLAND AVE | JACKSON | TN | 38301 | RELIGIOUS ORGANIZATION | $15,000 | LIBERTY CME | ||
| LIFELINE CHILDRENS SERVICES | ||||||||
| 1922 GA-74 | TYRONE | GA | 30290 | GENERAL CHARITABLE PURPOSES | $1,500 | LIFELINE CHILDRENS SERVICES | NONE | |
| LIVING HOPE INTERNATIONAL | ||||||||
| 12700 HILLCREST RD | DALLAS | TX | 75230 | GENERAL CHARITABLE GIVING | $87,500 | SUITE 254 | LIVING HOPE INTERNATIONAL | NONE |
| NAVIGATORS | ||||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 809346000 | CHRISTIAN OUTREACH | $14,200 | NAVIGATORS | NONE | |
| NEWBIRTH OUTREACH CENTER | ||||||||
| 10107 VETERANS PARKWAY | MIDLAND | GA | 31820 | CHRISTIAN ORGANIZATION | $10,000 | NEWBIRTH OUTREACH CENTER | NONE | |
| PETALS CHILDREN TASK FORCE | ||||||||
| 314 S GEORGE AVE | PETAL | MS | 39465 | ADVOCATE FOR FAMILIES IN THE PETAL D | $31,700 | PETALS CHILDRENS TASK FORCE | ||
| RAPE COUNSELORS OF EAST ALABAMA | ||||||||
| 334-741-0707 | AUBURN | AL | 36830 | GENERAL CHARITABLE PURPOSES | $28,000 | RAPE COUNSELORS OF EAST ATLANTA | NONE | |
| SMILE A MILE | ||||||||
| 1600 2ND AVE S | BIRMINGHAM | AL | 35233 | HELPING CHILDREN WITH CANCER | $30,200 | SMILE A MILE | NONE | |
| ST ANDREWS | ||||||||
| 1024 12TH STREET SOUTH | BIRMIGNHAM | AL | 35205 | RELGIOUS ORGANIZATION | $8,000 | |||
| STAND UP AND PLAY | ||||||||
| 827 GRANADA DR | VISTA | CA | 92083 | ACTIVE STANDING THERAPY | $8,600 | |||
| STORYBROOK FARM | ||||||||
| 300 CUSSETA RD | OPELIKA | AL | 36801 | GENERAL CHARITABLE PURPOSE | $25,000 | STORYBROOK FARM | NONE | |
| THE EXCEPTIONAL FOUNDATION | ||||||||
| 1615 OXMOOR ROAD | BIRMINGHAM | AL | 35209 | SERVING INDIVIDUALS WITH SPECIAL NEE | $1,200 | |||
| TROUP CARES INC | ||||||||
| 301 MEDICAL DR | LAGRANGE | GA | 30240 | GENERAL CHARITABLE PURPOSE | $7,500 | SUITE 501 | TROUP CARES INC | NONE |
| TROUP COUNTY CENTER | ||||||||
| 130 SAM WALKER DR | LAGRANGE | GA | 30241 | PARKS AND RECREATION | $8,000 | |||
| TRUTH IN NATURE | ||||||||
| PO BOX 1340 | DOUGLASVILLE | GA | 30133 | MINISTRY FOR SINGLE PARENT BOYS | $20,000 | TRUTH IN NATURE | NONE | |
| TWIN CEDARS YOUTH SERVICES | ||||||||
| 202 NO 26TH STREET | OPELIKA | AL | 36801 | YOUTH AND FAMILY | $48,500 | |||
| WARRIOR HEART FOUNDATION | ||||||||
| 2021 FILLMORE ST 20 | SAN FRANCISCO | CA | 94115 | SERVING CHILDREN WITH HEART DEFECTS | $25,000 | |||
| WAY 2 SERVE | ||||||||
| 1310 MCCOY ST | OPLIKA | AL | 36801 | HELPING REBUILDING HOMES | $10,000 | WAY 2 SERVE | NONE | |
| WOMENS MEDICAL HOPE CLINIC | ||||||||
| 832 STAGE RD | AUBURN | AL | 36830 | PREGNANCY COUNSELING | $35,000 | |||
| YOUNG LIFE AUBURN OPELIKA | ||||||||
| PO BOX 1336 | AUBURN | AL | 36831 | YOUTH LEADERSHIP PROGRAM | $83,800 | |||
| YOUNG LIFE WEST GA | ||||||||
| 103 BARNES AVE 9 | CARROLLTON | GA | 30117 | YOUTH MINISTRY | $10,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,168,862 | 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 | $219,976 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $308,043 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $428 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $319,385 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PERENNIAL REAL ESTATE FUND | -$246 |
| PERENNIAL REAL ESTATE FUND | -$84 |
| PERENIAL REAL ESTATE FUND | $30 |
| PERENIAL REAL ESTATE FUND | -$779 |
| OTHER INCOME 41355 | $379 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $428 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $308,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $538,661 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $847,132 | 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 CONSULTING PLANNING | CategoryTxt |
| Amt | $6,350 | Amt |
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) |
|---|---|---|
| Grant | 2012-04-13 | GrantDt |
| Grant | $1,000,000 | GrantAmt |
| Purpose Of Grant | SCIENTIFIC, RELGIOUS, LITERARY OR EDUCATIONAL PURPOSES | PurposeOfGrantTxt |
| Expended By Grantee | $98,500 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 12/31/19 | DatesOfReportsByGranteeTxt |
| Verification | 2019-12-31 | VerificationDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | LONG-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY | AssetDesc |
| Gross Sales Price | $428 | GrossSalesPriceAmt |
| Total Net | $428 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS FINANCIAL SERVICES 85604 | $8,492,583 | $10,132,313 |
| UBS FINANCIAL SERVICES 85888 | $1,773,031 | $3,687,872 |
| MORGAN STANLEY 41016 | ||
| PERENIAL REAL ESTATE FUND | $10,002 | $20,468 |
| UBS FINANCIAL SERVICES 85889 7N | $6,040 | $598,248 |
| MORGAN STANLEY 767 | $8,353,933 | $13,706,586 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2019 FEDERAL EXT TAXES PAID | $5,000 |
| 2020 FEDERAL ESTIMATES PAID | $10,018 |
| PERENNIAL RE ADJ OF CAP AC TO TAX BASIS | $49,654 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| PERENNIAL REAL ESTATE FD LP P | $1,890 | ||
| PERENNIAL REAL ESTATE | $1 | ||
| MEMBERSHIP DUES | $3,210 | $3,210 | |
| WEBSITE | $900 | ||
| ADMINISTRATIVE EXPENSES | $7,424 | $5,568 | $1,856 |
| REIMBURSEMENT TO NATALIE YATE | $1,088 | $1,088 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PERENNIAL REAL ESTATE FUND | -$246 |
| PERENNIAL REAL ESTATE FUND | -$84 |
| PERENIAL REAL ESTATE FUND | $30 |
| PERENIAL REAL ESTATE FUND | -$779 |
| OTHER INCOME 41355 | $379 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIV/INT REPORTED IN 2019 POSTED IN 2020 | Desc |
| Amt | $280 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS INVESTMENT MANAGEMENT FEES | $45,164 | $45,164 |
| UBS INVESTMENT MANAGEMENT FEES | $20,612 | $20,612 |
| MORGAN STANLEY INV MGT FEE 6735 | $75,661 | $75,661 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS - 604 - FOR TAX | $54 | $54 |
| MORGAN STANLEY - FOR TAX 7355 | $250 | $250 |
| PERENNIAL REAL ESTATE FD - FOR T | $7 | $7 |