2020-10-15T11:35:16-05:00 2019-12-31 743106418 DAN LEE & ASSOCIATES PC 836 SYCAMORE ST DECATUR GA 30030 990PF 2019-01-01 206565366 DAVISON BRUCE FOUNDATION DAVI 6157831446 40 BURTON HILLS BLVD STE 300 NASHVILLE TN 37215 CUMBERLAND TRUST CO TRUSTEE 4044193259 2020-08-25 true DANIEL C LEE P00019102 4043719846 2020-09-03 52.37.240.203 2020-10-15 11:35:16 CD P 5B835B825FBFF1411A5AD5267FF3C8106D8A53D1 7170F863BE9E28F596F62FFCB2CDF169D934F22D 2019 2021-04-22 16:20:28Z X 29173723 X X 200387 200387 443434 443434 794059 7765321 794058 3962 1441842 1437879 127726 127726 3750 137280 137280 17 17 3787 122013 122013 12597 1617 8920 407170 138914 258659 1139625 1139625 1546795 138914 1398284 -104953 1298965 971690 362174 362174 442749 516148 516148 20437561 20861724 28295401 21852000 21740046 29173723 0 X 21852000 21740046 21852000 21740046 21852000 21740046 21852000 -104953 1 21747048 7002 21740046 MORGAN STANLEY 817027767355 P 2018-09-04 2019-01-15 1182747 1167859 14888 14888 MORGAN STANLEY 817027767355 P 2017-01-11 2019-12-23 1626605 1445236 181369 181369 UBS 85604 P 2019-07-02 2019-11-15 427587 400775 26812 26812 UBS 85604 P 2016-12-21 2019-11-15 3253153 2679636 573517 573517 UBS 85888 P 2019-01-18 2019-01-17 700000 700000 UBS 85888 P 2015-11-19 2019-12-01 575000 576699 -1699 -1699 PERENIAL REAL ESTATE P 2015-01-01 2019-12-01 1057 -1057 -1057 794058 41700 false 1193127 27217116 0.043837 971543 25830738 0.037612 744540 18853311 0.039491 509471 17648336 0.028868 376848 14639100 0.025743 0.175551 0.035110 27361652 960668 12990 973658 1398284 X 12990 12990 12990 11072 5000 16072 3082 3082 false false false false false true true false true true true false false false false true WWW.DAVISONBRUCEFOUNDATION.ORG CUMBERLAND TRUST CO 6157831446 40 BURTON HILLS BLVD STE 300 NASHVILLE TN 37215 false false false false false false false false false false false false false false true false false true false false false false CUMBERLAND TRUST CO 40 BURTON HILLS BLVD STE 300 NASHVILLE TN 37215 TRUSTEE 000.00 49507 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 40000 0 0 KIM MONTGOMERY 2575 PEACHTREE RD NE APT 17B ATLANTA GA 30305 EXECUTIVE DI 25.00 38219 0 0 NONE MORGAN STANLEY MORGAN STANLEY 3280 PEACHTREE RD 3280 PEACHTREE RD ATLANTA GA 30305 INVESTMENT MGT 73760 UBS UBS 1000 HARBOR BLVD 1000 HARBOR BLVD WEEHAWKEN NJ 07086 INVESTMENT MGMT 63520 N/A 26521993 1218234 38100 27778327 27778327 416675 27361652 1368083 1368083 12990 12990 1355093 1355093 1355093 1398284 1398284 12990 1385294 1355093 1250992 1398284 1250992 147292 1207801 DAVISON BRUCE FDN GRANTS ADMINISTRA CO CUMBERLAND TRUST TRUSTEE 40 BURTON HILLS BLVD STE 300 NASHVILLE TN 37215 6157832540 APPLICATIONS CAN BE SUBMITTED VIA LETTER OR ONLINE AT WWW.DAVISONBRUCEFOUNDATION.ORG., SEE ATTACHED FEBRUARY 1ST N/A ALABAMA CASA NETWORK ALABAMA CASA NETWORK 808 A TORBERT BLVD OPELIKA AL 36801 NONE GENERAL CHARITABLE GIVING 5000 ALABAMA KIDNEY FOUNDATION ALABAMA KIDNEY FOUNDATION 2012 UNIVERSITY BLVD 164 BIRMINGHAM AL 35233 NONE SERVING KIDNEY PATIENTS 15000 AMERICAN RED CROSS 2201 CHARLOTTE AVE 2201 CHARLOTTE AVE NASHVILLE TN 37203 HUMANITARIAN AGENCY 10000 BELOVED ATLANTA BELOVED ATLANTA 1270 CAROLINE STREET ATLANTA GA 30307 NONE GENERAL CHARITABLE PURPOSES 15000 BIGHOUSE INC BIGHOUSE INC 637 S MCCLINTOCK DR TEMPE AZ 85281 NONE GENERAL CHARITABLE PURPOSES 23500 BLOOD WATER MISSION 521 8TH AVE S NASHVILLE TN 37203 TO FIGHT AIDS IN AFRICA 5000 BOYS & GIRLS CLUBS OF GREATER LEE C BOYS & GIRLS CLUBS OF GREATER LEE 1610 TOOMER ST OPELIKA AL 36801 NONE GENERAL CHARITABLE PURPOSES 72500 BRACKEN CHRISTIAN SCHOOL BRACKEN CHRISTIAN SCHOOL 670 OLD BOERNE ROAD BULVERDE TX 78163 EDUCATION 42150 CHAMBERS COUNTY 2200 35TH PL VALLEY VALLEY AL 36854 PROGRAM FOR NEGLECTED AND DEP CHILDR 10000 CHILDCARE RESOURCE CENTER CHILDCARE RESOURCE CENTER 20001 PRAIRIE STREET CHATSWORTH CA 91311 NONE WELLBEING OF THE CHILD 13500 CITY ON A HILL CITY ON A HILL 2224 W KILBOURN AVE MILWAUKEE WI 53233 ALLEVIATE SYMPTOMS OF POVERTY 20000 COMMUNITY BIBLE STUDY COMMUNITY BIBLE STUDY 790 STOUT ROAD COLORADO CO 80921 NONE NONDENOMINATIONAL BIBLE STUDY 1200 CORNERSTONE CHURCH 726 W OLD HICKORY BLVD MADISON TN 37115 RELIGIOUS ORGANIZATION 15000 CRESTWOOD DAY SCHOOL CRESTWOOD DAY SCHOOL P O BOX 130504 BIRMINGHAM AL 35213 EDUCATION 20000 CRU CRU 100 LAKE HART DR ORLANDO FL 32832 FAITH BASED CHARITY 25000 ESPERANZA HOUSE INC ESPERANZA HOUSE INC 1103 MEMORIAL DR ARTESIA NM 88210 NONE HELPING VICTIMS OF CHILD ABUSE 19000 FAYETTE PREGNANCY CENTER 360E LANIER AVE FAYETTEVILLE GA 30214 FAITH BASED PREGNANCY RESOURCE CTR 10000 FELLOWSHIP OF CHRISTIAN ATHLETES FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 68 AUBURN AL 36831 NONE FAITH AND ATHLETICS 10000 FOUNDRY MINISTRIES FOUNDRY MINISTRIES PO BOX 824 BESSEMER AL 35021 NONE RECOVERY PROGRAMS FOR ADDICTS 13525 GOOD SAM MINISTRIES 100 N ROAN ST JOHNSON CITY TN 37601 GENERAL CHARITABLE ORGANIZATION 5000 GRACE AUBURN CHURCH 720 E GLENN AVE AUBURN AL 36830 RELIGIOUS ORGANIZATION 35000 HADDIES HOME HADDIES HOME PO BOX OPELIKA AL 36803 NONE HELPING GIRLS IN CRISIS 10000 HARMONY HOUSE DOMESTIC VIOLENCE SHE HARMONY HOUSE DOMESTIC VIOLENCE SHELTER POX BOX 2925 LAGRANGE GA 30241 NONE DOMESTIC VIOLENCE SHELTER 30000 HOMES OF HOPE FOR CHILDREN HOMES OF HOPE FOR CHILDREN 344 HAROLD TUCKER RD PURVIS MS 39475 NONE GENERAL CHARITABLE GIVING 89750 HUDSON FAMILY FOUNDATION HUDSON FAMILY FOUNDATION 300 N DEAN ROAD AUBURN AL 36830 NINE HELPING CHILDREN WITH NEEDS 2500 ICARE 735 SYCAMORE DR DECATUR GA 30030 SENIOR CITIZEN SUPPORT CTR 5000 JUST KEEP SMILING JUST KEEP SMILING PO BOX 1565 GARGARDENDALE AL 35071 NONE HELPING FAMILIES OF SICK CHILDREN 31000 KERUSSO FOUNDATION KERUSSO FOUNDATION PO BOX 6871 MCKINNEY TX 75071 NONE GENERAL CHARITABLE PURPOSES 25000 KIDS HUB CHILD ADVOCACY CENTER KIDS HUB CHILD ADVOCACY CENTER 2052 OAK GROVE RD HATTIESBURG MS 39402 NONE GENERAL CHARITABLE PURPOSE 15000 LEAPS MENTORING LEAPS MENTORING 713 WEST DUARTE ROAD G26 ARCADIA CA 91007 CAREER MENTORING 5000 LIBERTY CME LIBERTY CME 456 S HIGHLAND AVE JACKSON TN 38301 RELIGIOUS ORGANIZATION 15000 LIFELINE CHILDRENS SERVICES LIFELINE CHILDRENS SERVICES 1922 GA-74 TYRONE GA 30290 NONE GENERAL CHARITABLE PURPOSES 31500 LIVING HOPE INTERNATIONAL LIVING HOPE INTERNATIONAL 12700 HILLCREST RD SUITE 254 DALLAS TX 75230 NONE GENERAL CHARITABLE GIVING 85000 NAVIGATORS NAVIGATORS PO BOX 6000 COLORADO SPRINGS CO 809346000 NONE CHRISTIAN OUTREACH 17000 NEWBIRTH OUTREACH CENTER NEWBIRTH OUTREACH CENTER 10107 VETERANS PARKWAY MIDLAND GA 31820 NONE CHRISTIAN ORGANIZATION 10000 PETALS CHILDREN TASK FORCE PETALS CHILDRENS TASK FORCE 314 S GEORGE AVE PETAL MS 39465 ADVOCATE FOR FAMILIES IN THE PETAL D 51000 PROVIDENCE BAPTIST CHURCH 3850 HWY 49 W SPRINGFIELD TN 37172 RELIGIOUS ORGANIZATION 5000 RAPE COUNSELORS OF EAST ALABAMA RAPE COUNSELORS OF EAST ATLANTA 334-741-0707 AUBURN AL 36830 NONE GENERAL CHARITABLE PURPOSES 25000 SMILE A MILE SMILE A MILE 1600 2ND AVE S BIRMINGHAM AL 35233 NONE HELPING CHILDREN WITH CANCER 25000 SOCIETY OF ST ANDREWS INC 3383 SWEET HOLLOW RD BIG ISLAND VA 24526 END OF HUNGER 7500 STEGALL SEMINARY SCHOLARSHIP ENDOWM STEGALL SEMINARY SCHOLARHSIP PO BOX 241661 MONTGOMERY AL 36124 NONE GENERAL CHARITABLE PURPOSES 50000 STORYBROOK FARM STORYBROOK FARM 300 CUSSETA RD OPELIKA AL 36801 NONE GENERAL CHARITABLE PURPOSE 14000 TROUP CARES INC TROUP CARES INC 301 MEDICAL DR SUITE 501 LAGRANGE GA 30240 NONE GENERAL CHARITABLE PURPOSE 12500 TRUTH IN NATURE TRUTH IN NATURE PO BOX 1340 DOUGLASVILLE GA 30133 NONE MINISTRY FOR SINGLE PARENT BOYS 20000 TWIN CEDARS YOUTH SERVICES 202 NO 26TH STREET OPELIKA AL 36801 YOUTH AND FAMILY 45000 WAY 2 SERVE WAY 2 SERVE 1310 MCCOY ST OPLIKA AL 36801 NONE HELPING REBUILDING HOMES 10000 WOMENS MEDICAL HOPE CLINIC 832 STAGE RD AUBURN AL 36830 PREGNANCY COUNSELING 28000 YOUNG LIFE AUBURN OPELIKA PO BOX 1336 AUBURN AL 36831 YOUTH LEADERSHIP PROGRAM 79500 YOUNG LIFE WEST GA 103 BARNES AVE 9 CARROLLTON GA 30117 YOUTH MINISTRY 10000 1139625 200387 14 443434 1 794058 PERENNIAL REAL ESTATE FUND 110000 1130 PERENNIAL REAL ESTATE FUND -287 PERENIAL REAL ESTATE FUND -451 PERENIAL REAL ESTATE FUND 1703 1231 GAIN - PERENIAL REAL 1867 1131 443434 997277 1441842 false false false false false false false false false false TAX CONSULTING PLANNING 3750 MORGAN STANLEY MORGAN STANLEY INVESTMENT MANAGEMENT UBS UBS INVESTMENT MANAGEMENT SHORT-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY 1 1 UBS FINANCIAL SERVICES 85604 8284114 8810006 UBS FINANCIAL SERVICES 85888 2226678 4127081 MORGAN STANLEY 41016 66995 67457 PERENIAL REAL ESTATE FUND 62098 32274 UBS FINANCIAL SERVICES 85889 7N 6040 663075 MORGAN STANLEY 767 10215799 14595508 FEDERAL TAXES PAID 7000 PERENIAL REAL ESTATE NON DED 2 EXPENSES PERENNIAL REAL ESTATE FD LP P 1 1 PERENNIAL REAL ESTATE 1946 TOY DONATION REIBURSEMENT 1008 1008 CONSULTING EXPENSES 6467 1617 4850 TELEPHONE 561 561 MEMBERSHIP DUES 2500 2500 MISC EXPENSES 114 PERENNIAL REAL ESTATE FUND 1130 PERENNIAL REAL ESTATE FUND -287 PERENIAL REAL ESTATE FUND -451 PERENIAL REAL ESTATE FUND 1703 1231 GAIN - PERENIAL REAL ES 1867 ROUNDING 1 MORGAN STANLEY 41355 73760 73760 UBS 85604 42021 42021 UBS 85888 21499 21499 PERENNIAL REAL ESTATE FD - STATE 285 UBS - 604 1555 MORGAN STANLEY - 817027767355 1947