DAVIDSON BRUCE CHARITABLE IRRV TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DAVIDSON BRUCE CHARITABLE IRRV TR (EIN 20-6565366)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-15
- IRS object ID
- 202002899349100120
- Schema version
- 2019v5.0
- 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
- 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 | 2020-10-15T11:35:16-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | CUMBERLAND TRUST CO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4044193259 | PhoneNum |
| Signature | 2020-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL C LEE | PreparerPersonNm |
| PTIN | P00019102 | PTIN |
| Phone | 4043719846 | PhoneNum |
| Preparation | 2020-09-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-15 | IPDt |
| IP Tm | 11:35:16 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5B835B825FBFF1411A5AD5267FF3C8106D8A53D1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7170F863BE9E28F596F62FFCB2CDF169D934F22D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,173,723 | 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 | $200,387 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $200,387 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $443,434 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $443,434 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $794,059 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,765,321 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $794,058 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,962 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,441,842 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,437,879 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $127,726 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $127,726 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $137,280 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $137,280 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $17 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $17 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,787 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $122,013 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $122,013 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,597 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,617 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,920 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $407,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $138,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $258,659 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,139,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,139,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,546,795 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $138,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,398,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$104,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,298,965 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $971,690 | CashBOYAmt |
| Cash EOY | $362,174 | CashEOYAmt |
| Cash EOYFMV | $362,174 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $442,749 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $516,148 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $516,148 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,437,561 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,861,724 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,295,401 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $21,852,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,740,046 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,173,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $21,852,000 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,740,046 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,852,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,740,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,852,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,740,046 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,852,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$104,953 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $21,747,048 | SubtotalAmt |
| Other Decreases | $7,002 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,740,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY 817027767355 | P | 2018-09-04 | 2019-01-15 | $1,182,747 | $1,167,859 | $14,888 | $14,888 |
| MORGAN STANLEY 817027767355 | P | 2017-01-11 | 2019-12-23 | $1,626,605 | $1,445,236 | $181,369 | $181,369 |
| UBS 85604 | P | 2019-07-02 | 2019-11-15 | $427,587 | $400,775 | $26,812 | $26,812 |
| UBS 85604 | P | 2016-12-21 | 2019-11-15 | $3,253,153 | $2,679,636 | $573,517 | $573,517 |
| UBS 85888 | P | 2019-01-18 | 2019-01-17 | $700,000 | $700,000 | ||
| UBS 85888 | P | 2015-11-19 | 2019-12-01 | $575,000 | $576,699 | -$1,699 | -$1,699 |
| PERENIAL REAL ESTATE | P | 2015-01-01 | 2019-12-01 | $1,057 | -$1,057 | -$1,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $794,058 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $41,700 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,193,127 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,217,116 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043837 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $971,543 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,830,738 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037612 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $744,540 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,853,311 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039491 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $509,471 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,648,336 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028868 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $376,848 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,639,100 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025743 | DistributionYr5Rt |
| Total Distribution | 0.175551 | TotalDistributionRt |
| Average Distribution | 0.035110 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,361,652 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $960,668 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,990 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $973,658 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,398,284 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $12,990 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,990 | SubtotalAmt |
| Tax Based On Investment Income | $12,990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,072 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,072 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,082 | OverpaymentAmt |
| Applied To ES Tax | $3,082 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | 000.00 | $49,507 | $0 | $0 |
| ASHLEY YATES | |||||||||
| PO BOX 4655 | ATLANTA | GA | 30302 | SECRETARY | 1.00 | $0 | $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 | $38,219 | $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 | $73,760 |
| UBS | |||||||
| UBS | 1000 HARBOR BLVD | 1000 HARBOR BLVD | WEEHAWKEN | NJ | 07086 | INVESTMENT MGMT | $63,520 |
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 | $26,521,993 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,218,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $38,100 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,778,327 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $27,778,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $416,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,361,652 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,368,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,368,083 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,990 | TotalTaxAmt |
| Distributable Before Adj | $1,355,093 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,355,093 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,355,093 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,398,284 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,398,284 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,990 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,385,294 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,355,093 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,250,992 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,398,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,250,992 | AppliedToYear1Amt |
| Applied To Current Year | $147,292 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,207,801 | 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 (49 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 CASA NETWORK | ||||||||
| ALABAMA CASA NETWORK | 808 A TORBERT BLVD | OPELIKA | AL | 36801 | NONE | GENERAL CHARITABLE GIVING | $5,000 | |
| ALABAMA KIDNEY FOUNDATION | ||||||||
| ALABAMA KIDNEY FOUNDATION | 2012 UNIVERSITY BLVD 164 | BIRMINGHAM | AL | 35233 | NONE | SERVING KIDNEY PATIENTS | $15,000 | |
| AMERICAN RED CROSS | ||||||||
| 2201 CHARLOTTE AVE | NASHVILLE | TN | 37203 | HUMANITARIAN AGENCY | $10,000 | 2201 CHARLOTTE AVE | ||
| BELOVED ATLANTA | ||||||||
| BELOVED ATLANTA | 1270 CAROLINE STREET | ATLANTA | GA | 30307 | NONE | GENERAL CHARITABLE PURPOSES | $15,000 | |
| BIGHOUSE INC | ||||||||
| BIGHOUSE INC | 637 S MCCLINTOCK DR | TEMPE | AZ | 85281 | NONE | GENERAL CHARITABLE PURPOSES | $23,500 | |
| BLOOD WATER MISSION | ||||||||
| 521 8TH AVE S | NASHVILLE | TN | 37203 | TO FIGHT AIDS IN AFRICA | $5,000 | |||
| BOYS & GIRLS CLUBS OF GREATER LEE C | ||||||||
| BOYS & GIRLS CLUBS OF GREATER LEE | 1610 TOOMER ST | OPELIKA | AL | 36801 | NONE | GENERAL CHARITABLE PURPOSES | $72,500 | |
| BRACKEN CHRISTIAN SCHOOL | ||||||||
| BRACKEN CHRISTIAN SCHOOL | 670 OLD BOERNE ROAD | BULVERDE | TX | 78163 | EDUCATION | $42,150 | ||
| CHAMBERS COUNTY | ||||||||
| 2200 35TH PL VALLEY | VALLEY | AL | 36854 | PROGRAM FOR NEGLECTED AND DEP CHILDR | $10,000 | |||
| CHILDCARE RESOURCE CENTER | ||||||||
| CHILDCARE RESOURCE CENTER | 20001 PRAIRIE STREET | CHATSWORTH | CA | 91311 | NONE | WELLBEING OF THE CHILD | $13,500 | |
| CITY ON A HILL | ||||||||
| CITY ON A HILL | 2224 W KILBOURN AVE | MILWAUKEE | WI | 53233 | ALLEVIATE SYMPTOMS OF POVERTY | $20,000 | ||
| COMMUNITY BIBLE STUDY | ||||||||
| COMMUNITY BIBLE STUDY | 790 STOUT ROAD | COLORADO | CO | 80921 | NONE | NONDENOMINATIONAL BIBLE STUDY | $1,200 | |
| CORNERSTONE CHURCH | ||||||||
| 726 W OLD HICKORY BLVD | MADISON | TN | 37115 | RELIGIOUS ORGANIZATION | $15,000 | |||
| CRESTWOOD DAY SCHOOL | ||||||||
| CRESTWOOD DAY SCHOOL | P O BOX 130504 | BIRMINGHAM | AL | 35213 | EDUCATION | $20,000 | ||
| CRU | ||||||||
| CRU | 100 LAKE HART DR | ORLANDO | FL | 32832 | FAITH BASED CHARITY | $25,000 | ||
| ESPERANZA HOUSE INC | ||||||||
| ESPERANZA HOUSE INC | 1103 MEMORIAL DR | ARTESIA | NM | 88210 | NONE | HELPING VICTIMS OF CHILD ABUSE | $19,000 | |
| FAYETTE PREGNANCY CENTER | ||||||||
| 360E LANIER AVE | FAYETTEVILLE | GA | 30214 | FAITH BASED PREGNANCY RESOURCE CTR | $10,000 | |||
| 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 | $13,525 | |
| GOOD SAM MINISTRIES | ||||||||
| 100 N ROAN ST | JOHNSON CITY | TN | 37601 | GENERAL CHARITABLE ORGANIZATION | $5,000 | |||
| GRACE AUBURN CHURCH | ||||||||
| 720 E GLENN AVE | AUBURN | AL | 36830 | RELIGIOUS ORGANIZATION | $35,000 | |||
| HADDIES HOME | ||||||||
| HADDIES HOME | PO BOX | OPELIKA | AL | 36803 | NONE | HELPING GIRLS IN CRISIS | $10,000 | |
| HARMONY HOUSE DOMESTIC VIOLENCE SHE | ||||||||
| HARMONY HOUSE DOMESTIC VIOLENCE SHELTER | POX BOX 2925 | LAGRANGE | GA | 30241 | NONE | DOMESTIC VIOLENCE SHELTER | $30,000 | |
| HOMES OF HOPE FOR CHILDREN | ||||||||
| HOMES OF HOPE FOR CHILDREN | 344 HAROLD TUCKER RD | PURVIS | MS | 39475 | NONE | GENERAL CHARITABLE GIVING | $89,750 | |
| HUDSON FAMILY FOUNDATION | ||||||||
| HUDSON FAMILY FOUNDATION | 300 N DEAN ROAD | AUBURN | AL | 36830 | NINE | HELPING CHILDREN WITH NEEDS | $2,500 | |
| ICARE | ||||||||
| 735 SYCAMORE DR | DECATUR | GA | 30030 | SENIOR CITIZEN SUPPORT CTR | $5,000 | |||
| 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 | $15,000 | |
| LEAPS MENTORING | ||||||||
| LEAPS MENTORING | 713 WEST DUARTE ROAD G26 | ARCADIA | CA | 91007 | CAREER MENTORING | $5,000 | ||
| 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 | NONE | GENERAL CHARITABLE PURPOSES | $31,500 | |
| LIVING HOPE INTERNATIONAL | ||||||||
| LIVING HOPE INTERNATIONAL | 12700 HILLCREST RD | DALLAS | TX | 75230 | NONE | GENERAL CHARITABLE GIVING | $85,000 | SUITE 254 |
| NAVIGATORS | ||||||||
| NAVIGATORS | PO BOX 6000 | COLORADO SPRINGS | CO | 809346000 | NONE | CHRISTIAN OUTREACH | $17,000 | |
| NEWBIRTH OUTREACH CENTER | ||||||||
| NEWBIRTH OUTREACH CENTER | 10107 VETERANS PARKWAY | MIDLAND | GA | 31820 | NONE | CHRISTIAN ORGANIZATION | $10,000 | |
| PETALS CHILDREN TASK FORCE | ||||||||
| PETALS CHILDRENS TASK FORCE | 314 S GEORGE AVE | PETAL | MS | 39465 | ADVOCATE FOR FAMILIES IN THE PETAL D | $51,000 | ||
| PROVIDENCE BAPTIST CHURCH | ||||||||
| 3850 HWY 49 W | SPRINGFIELD | TN | 37172 | RELIGIOUS ORGANIZATION | $5,000 | |||
| RAPE COUNSELORS OF EAST ALABAMA | ||||||||
| RAPE COUNSELORS OF EAST ATLANTA | 334-741-0707 | AUBURN | AL | 36830 | NONE | GENERAL CHARITABLE PURPOSES | $25,000 | |
| SMILE A MILE | ||||||||
| SMILE A MILE | 1600 2ND AVE S | BIRMINGHAM | AL | 35233 | NONE | HELPING CHILDREN WITH CANCER | $25,000 | |
| SOCIETY OF ST ANDREWS INC | ||||||||
| 3383 SWEET HOLLOW RD | BIG ISLAND | VA | 24526 | END OF HUNGER | $7,500 | |||
| STEGALL SEMINARY SCHOLARSHIP ENDOWM | ||||||||
| STEGALL SEMINARY SCHOLARHSIP | PO BOX 241661 | MONTGOMERY | AL | 36124 | NONE | GENERAL CHARITABLE PURPOSES | $50,000 | |
| STORYBROOK FARM | ||||||||
| STORYBROOK FARM | 300 CUSSETA RD | OPELIKA | AL | 36801 | NONE | GENERAL CHARITABLE PURPOSE | $14,000 | |
| TROUP CARES INC | ||||||||
| TROUP CARES INC | 301 MEDICAL DR | LAGRANGE | GA | 30240 | NONE | GENERAL CHARITABLE PURPOSE | $12,500 | SUITE 501 |
| TRUTH IN NATURE | ||||||||
| TRUTH IN NATURE | PO BOX 1340 | DOUGLASVILLE | GA | 30133 | NONE | MINISTRY FOR SINGLE PARENT BOYS | $20,000 | |
| TWIN CEDARS YOUTH SERVICES | ||||||||
| 202 NO 26TH STREET | OPELIKA | AL | 36801 | YOUTH AND FAMILY | $45,000 | |||
| WAY 2 SERVE | ||||||||
| WAY 2 SERVE | 1310 MCCOY ST | OPLIKA | AL | 36801 | NONE | HELPING REBUILDING HOMES | $10,000 | |
| WOMENS MEDICAL HOPE CLINIC | ||||||||
| 832 STAGE RD | AUBURN | AL | 36830 | PREGNANCY COUNSELING | $28,000 | |||
| YOUNG LIFE AUBURN OPELIKA | ||||||||
| PO BOX 1336 | AUBURN | AL | 36831 | YOUTH LEADERSHIP PROGRAM | $79,500 | |||
| 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 | $1,139,625 | 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 | $200,387 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $443,434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $794,058 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| PERENNIAL REAL ESTATE FUND | 110000 | $1,130 | |
| PERENNIAL REAL ESTATE FUND | -$287 | ||
| PERENIAL REAL ESTATE FUND | -$451 | ||
| PERENIAL REAL ESTATE FUND | $1,703 | ||
| 1231 GAIN - PERENIAL REAL | $1,867 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,131 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $443,434 | ExclusionAmt |
| Related Or Exempt Function Incm | $997,277 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,441,842 | 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 | $3,750 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SHORT-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY | AssetDesc |
| Gross Sales Price | $1 | GrossSalesPriceAmt |
| Total Net | $1 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS FINANCIAL SERVICES 85604 | $8,284,114 | $8,810,006 |
| UBS FINANCIAL SERVICES 85888 | $2,226,678 | $4,127,081 |
| MORGAN STANLEY 41016 | $66,995 | $67,457 |
| PERENIAL REAL ESTATE FUND | $62,098 | $32,274 |
| UBS FINANCIAL SERVICES 85889 7N | $6,040 | $663,075 |
| MORGAN STANLEY 767 | $10,215,799 | $14,595,508 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES PAID | $7,000 |
| PERENIAL REAL ESTATE NON DED | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| PERENNIAL REAL ESTATE FD LP P | $1 | $1 | |
| PERENNIAL REAL ESTATE | $1,946 | ||
| TOY DONATION REIBURSEMENT | $1,008 | $1,008 | |
| CONSULTING EXPENSES | $6,467 | $4,850 | $1,617 |
| TELEPHONE | $561 | $561 | |
| MEMBERSHIP DUES | $2,500 | $2,500 | |
| MISC EXPENSES | $114 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PERENNIAL REAL ESTATE FUND | $1,130 |
| PERENNIAL REAL ESTATE FUND | -$287 |
| PERENIAL REAL ESTATE FUND | -$451 |
| PERENIAL REAL ESTATE FUND | $1,703 |
| 1231 GAIN - PERENIAL REAL ES | $1,867 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MORGAN STANLEY 41355 | $73,760 | $73,760 |
| UBS 85604 | $42,021 | $42,021 |
| UBS 85888 | $21,499 | $21,499 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PERENNIAL REAL ESTATE FD - STATE | $285 |
| UBS - 604 | $1,555 |
| MORGAN STANLEY - 817027767355 | $1,947 |