DAVIDSON BRUCE CHARITABLE IRRV TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DAVIDSON BRUCE CHARITABLE IRRV TR (EIN 20-6565366)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201723179349101587
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees 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 | 2017-11-13T13:37:25-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-04-25 | 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 | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | F8E8C302B45B67843F13B8EA9C208F1DCF85C19A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B47D4F5B49414E84AE24D655580519AAC2AB51E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,352,959 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,789,132 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $168,240 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $167,731 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $260,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $260,167 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$71,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,638,342 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $63 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $63 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,145,739 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $427,961 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,779 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,779 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $43,794 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $21,897 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $119,691 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $119,691 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $24 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,197 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $65,578 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $65,578 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,403 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,317 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,086 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $282,216 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,205 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $133,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $611,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $611,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $893,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,205 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $744,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,252,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $305,756 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,504 | CashBOYAmt |
| Cash EOY | $49,900 | CashEOYAmt |
| Cash EOYFMV | $49,900 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,649,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,092,913 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,092,913 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,993,495 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,781,497 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,210,146 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,677,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,924,310 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,352,959 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $17,677,189 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,043,071 | CapitalStockEOYAmt |
| Retained Earning EOY | $2,881,239 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,677,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,924,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,677,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,924,310 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,677,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,252,323 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $22,929,513 | SubtotalAmt |
| Other Decreases | $5,203 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,924,310 | 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 85604 ST COVERED | P | 2015-10-27 | 2016-08-19 | $2,781,891 | $2,806,554 | -$24,663 | -$24,663 |
| UBS 85604 LT COVERED | P | 2015-09-04 | 2016-12-01 | $1,008,756 | $966,247 | $42,509 | $42,509 |
| UBS ST COVERED 85888 | P | 2015-10-27 | 2016-02-26 | $588,064 | $617,694 | -$29,630 | -$29,630 |
| MS ST COVERED 7017 | P | 2015-09-09 | 2016-05-10 | $1,056,197 | $1,131,430 | -$75,233 | -$75,233 |
| MS LT COVERED 7017 | P | 2015-09-09 | 2016-09-30 | $384,559 | $393,031 | -$8,472 | -$8,472 |
| MS LT NONCOVERED 7017 | P | 2014-09-22 | 2016-06-03 | $27,186 | $24,954 | $2,232 | $2,232 |
| PERENIAL REAL ESTATE FUND LP | P | 2011-01-01 | 2016-12-31 | $17,596 | $17,596 | $17,596 | |
| CUMBERLAND SALE OF FEDERATED MKT OBL | P | 2016-10-25 | 2016-12-31 | $770,295 | $770,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$75,661 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$129,526 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $509,471 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,648,336 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028868 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $376,848 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,639,100 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.025743 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $355,240 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,256,652 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034635 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $312,599 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,221,630 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074047 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $283,307 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,173,061 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067889 | DistributionYr5Rt |
| Total Distribution | 0.231182 | TotalDistributionRt |
| Average Distribution | 0.046236 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,853,311 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $871,702 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,058 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $874,760 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $744,540 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,115 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,115 | SubtotalAmt |
| Tax Based On Investment Income | $6,115 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,306 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,306 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,191 | OverpaymentAmt |
| Applied To ES Tax | $11,191 | 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | 15.00 | $37,779 | $0 | $0 |
| ASHLEY YATES | |||||||||
| PO BOX 4655 | ATLANTA | GA | 30302 | SECRETARY | 000.00 | $0 | $0 | $0 | |
| CAROLYN REID | |||||||||
| PO BOX 4655 | ATLANTA | GA | 30302 | PRESIDENT | 000.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
| Business Name Line2 | MORGAN STANLEY | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3280 PEACHTREE RD | AddressLine1Txt |
| Address Line2 | 3280 PEACHTREE RD | AddressLine2Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGT | ServiceTypeTxt |
| Compensation | $53,408 | CompensationAmt |
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 | $17,863,752 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,204,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $72,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,140,417 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $19,140,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $287,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,853,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $942,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $942,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,115 | TotalTaxAmt |
| Distributable Before Adj | $936,551 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $936,551 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $936,551 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $744,540 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $744,540 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $744,540 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $936,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $594,404 | UndistributedIncomePYAmt |
| Qualifying Distributions | $744,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $594,404 | AppliedToYear1Amt |
| Applied To Current Year | $150,136 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $786,415 | 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 (32 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||||
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | 100 PEACHTREE ST NE | 2080 | ATLANTA | GA | 30303 | NONE | GENERAL CHARITABLE GIVING | $1,200 | |
| COMMUNITY BIBLE STUDY | |||||||||
| COMMUNITY BIBLE STUDY | 790 STOUT ROAD | COLORADO | CO | 80921 | NONE | NONDENOMINATIONAL BIBLE STUDY | $1,500 | ||
| HEROBOX INC | |||||||||
| HEROBOX INC | 247 SENOIA ROAD | PEACHTREE CITY | GA | 30269 | NONE | SERVICE FOR VETERANS | $5,000 | ||
| STORYBROOK FARM | |||||||||
| STORYBROOK FARM | 300 CUSSETA RD | OPELIKA | AL | 36801 | NONE | GENERAL CHARITABLE PURPOSE | $5,000 | ||
| FOUNDRY MINISTRIES | |||||||||
| FOUNDRY MINISTRIES | PO BOX 824 | BESSEMER | AL | 35021 | NONE | RECOVERY PROGRAMS FOR ADDICTS | $7,000 | ||
| BIGHOUSE INC | |||||||||
| BIGHOUSE INC | 637 S MCCLINTOCK DR | TEMPE | AZ | 85281 | NONE | GENERAL CHARITABLE PURPOSES | $7,500 | ||
| TROUP CARES INC | |||||||||
| TROUP CARES INC | 301 MEDICAL DR | SUITE 501 | LAGRANGE | GA | 30240 | NONE | GENERAL CHARITABLE PURPOSE | $7,500 | |
| CHILDCARE RESOURCE CENTER | |||||||||
| CHILDCARE RESOURCE CENTER | 20001 PRAIRIE STREET | CHATSWORTH | CA | 91311 | NONE | WELLBEING OF THE CHILD | $8,000 | ||
| HARMONY HOUSE DOMESTIC VIOLENCE SHE | |||||||||
| HARMONY HOUSE DOMESTIC VIOLENCE SHELTER | POX BOX 2925 | LAGRANGE | GA | 30241 | NONE | DOMESTIC VIOLENCE SHELTER | $8,300 | ||
| EAST ALABAMA FCA | |||||||||
| EAST ALABAMA FCA | PO BOX 68 | AUBURN | AL | 36831 | IMPACTING COACHES AND ATHLETES | $8,500 | |||
| ALABAMA CASA NETWORK | |||||||||
| ALABAMA CASA NETWORK | 1919 OXMOOR RD | 381 | BIRMINGHAM | AL | 35209 | NONE | GENERAL CHARITABLE GIVING | $10,000 | |
| CAMP SMILE A MILE | |||||||||
| CAMP SMILE A MILE | 1600 2ND AVE S | BIRMINGHAM | AL | 35233 | NONE | CAMPS FOR CHILDREN WITH CANCER | $10,000 | ||
| EMMAUS HOUSE | |||||||||
| EMMAUS HOUSE | 321 B GREENVILLE ST | LAGRANGE | GA | 30241 | NONE | GENERAL CHARITABLE PURPOSE | $10,000 | ||
| IMMERSION OUTFITTERS | |||||||||
| IMMERSION OUTFITTERS | 2510 W AMMANN | BULVERDE | TX | 78163 | NONE | GENERAL CHARITABLE PURPOSE | $10,000 | ||
| KIDS HUB CHILD ADVOCACY CENTER | |||||||||
| KIDS HUB CHILD ADVOCACY CENTER | 2052 OAK GROVE RD | HATTIESBURG | MS | 39402 | NONE | GENERAL CHARITABLE PURPOSE | $10,000 | ||
| LEAP MINISTIRES | |||||||||
| LEAP MINISTRIES | 777 FOREST LANE | SUITE B326 | DALLAS | TX | 75230 | NONE | FREE MEDICAL SERVICES | $10,000 | |
| PARISH CHURCH | |||||||||
| PARISH CHURCH | 328 GUILBEAU ROAD | LAFAYETTE | LA | 70506 | RELIGIOUS ORGANIZATION | $10,000 | |||
| THE WAY MINISTRIES | |||||||||
| THE WAY MINISTIRES | PO BOX 328 | NEW KNOXVILLE | OH | 45871 | NONE | BIBLE RESEARCH | $10,000 | ||
| BELOVED ATLANTA | |||||||||
| BELOVED ATLANTA | 1270 CAROLINE STREET | ATLANTA | GA | 30307 | NONE | GENERAL CHARITABLE PURPOSES | $15,000 | ||
| KERUSSO FOUNDATION | |||||||||
| KERUSSO FOUNDATION | PO BOX 6871 | MCKINNEY | TX | 75071 | NONE | GENERAL CHARITABLE PURPOSES | $15,000 | ||
| RAPE COUNSELORS OF EAST ALABAMA | |||||||||
| RAPE COUNSELORS OF EAST ATLANTA | 334-741-0707 | AUBURN | AL | 36830 | NONE | GENERAL CHARITABLE PURPOSES | $15,000 | ||
| SAFEHOUSE OUTREACH INC | |||||||||
| SAFEHOUSE OUTREACH INC | 89 ELLIS ST NE | ATLANTA | GA | 30303 | GENERAL CHARITABLE PURPOSE | $15,000 | NONE | ||
| HILLSIDE FELLOWSHIP CHURCH | |||||||||
| HILLSIDE FELLOWSHIP CHURCH | 7055 HIGHWAY 281N | SPRING BRANCH | TX | 78070 | NONE | GENERAL CHARITABLE PURPOSES | $20,000 | ||
| JUST KEEP SMILING | |||||||||
| JUST KEEP SMILING | PO BOX 1565 | GARGARDENDALE | AL | 35071 | NONE | HELPING FAMILIES OF SICK CHILDREN | $20,000 | ||
| LIFELINE CHILDRENS SERVICES | |||||||||
| LIFELINE CHILDRENS SERVICES | 1922 GA-74 | TYRONE | GA | 30290 | NONE | GENERAL CHARITABLE PURPOSES | $25,000 | ||
| TWIN CEDARS YOUTH SERVICES | |||||||||
| TWIN CEDARS YOUTH SERVICES | 1234 COMMERCE DR | SUITE B | AUBURN | AL | 36830 | NONE | GENERAL CHARITABLE GIVING | $25,000 | |
| HOMES OF HOPE FOR CHILDREN | |||||||||
| HOMES OF HOPE FOR CHILDREN | 344 HAROLD TUCKER RD | PURVIS | MS | 39475 | NONE | GENERAL CHARITABLE GIVING | $30,400 | ||
| BOYS & GIRLS CLUBS OF GREATER LEE C | |||||||||
| BOYS & GIRLS CLUBS OF GREATER LEE | 1610 TOOMER ST | OPELIKA | AL | 36801 | NONE | GENERAL CHARITABLE PURPOSES | $32,500 | ||
| IMMANUEL CHURCH | |||||||||
| IMMANUEL CHURCH | 1115 11TH ST | BIRMINGHAM | AL | 35205 | RELIGIOUS ORGANIZATION | $43,000 | |||
| LIVING HOPE INTERNATIONAL | |||||||||
| LIVING HOPE INTERNATIONAL | 12700 HILLCREST RD | SUITE 254 | DALLAS | TX | 75230 | NONE | GENERAL CHARITABLE GIVING | $64,900 | |
| YOUNG LIFE EAST ALABAMA | |||||||||
| YOUNG LIFE EAST ALABAMA | 154 N DONAHUE DR | AUBURN | AL | 36832 | NONE | GENERAL CHARITABLE PURPOSES | $65,900 | ||
| STEGALL SEMINARY SCHOLARSHIP ENDOWM | |||||||||
| STEGALL SEMINARY SCHOLARHSIP | PO BOX 241661 | MONTGOMERY | AL | 36124 | NONE | GENERAL CHARITABLE PURPOSES | $85,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $611,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523920 | BusinessCd |
| Unrelated Business Taxbl Incm | $509 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $167,731 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,598 | ExclusionAmt |
| Related Or Exempt Function Incm | $143,569 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $63 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,797 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | -$75,660 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,306 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $116,661 | ExclusionAmt |
| Related Or Exempt Function Incm | $235,640 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $356,607 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF ELIZABETH D BRUCE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4655 | AddressLine1Txt |
| Address Line2 | MC GA ATL 0213 | AddressLine2Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303024655 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,789,132 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX CONSULTING PLANNING | CategoryTxt |
| Amt | $4,750 | Amt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
| Business Name Line2 | MORGAN STANLEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | INVESTMENT MANAGEMENT | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PERENIAL REAL ESTATE FUND LP | AssetDesc |
| Acquired | 2016-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2016-12 | SoldDt |
| 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 | $6,330,796 | $6,056,009 |
| UBS FINANCIAL SERVICES 85889 7N | $464,688 | |
| UBS FINANCIAL SERVICES 85888 | $2,424,102 | $3,043,336 |
| MORGAN STANLEY 767 | $7,930,166 | $9,573,995 |
| PERENIAL REAL ESTATE FUND | $96,433 | $72,118 |
| MORGAN STANLEY 37016 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND CONSULTING | CategoryTxt |
| Legal Fees | $43,794 | LegalFeesAmt |
| Disbursements Charitable Prps | $21,897 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DEDUCTIBLE FEDERAL EXCISE TAX | Desc |
| Amt | $5,203 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| COMPUTER EXPENSES | $8,086 | $8,086 | |
| MISC EXPENSES | $1 | $1 | |
| PERENNIAL REAL ESTATE FD LP P | $859 | $859 | |
| PERENNIAL REAL ESTATE FD LP P | $416 | $416 | |
| PERENNIAL REAL ESTATE FD LP P | $27 | $27 | |
| CUMBERLAND MISC | $14 | $14 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PERENNIAL REAL ESTATE FD LP | $7 | $7 |
| PERENNIAL REAL ESTATE FD LP | $3 | $3 |
| PERENNIAL REAL ESTATE FD LP | $53 | $53 |
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 (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PERENIAL REAL ESTATE FUND PASSTR | $2,900 | $2,900 |
| 85888 | $15,708 | $15,708 |
| 632027767016 | $53,408 | $53,408 |
| 85604 | $47,675 | $47,675 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PERENNIAL REAL ESTATE FD - STATE | $107 | $107 |
| PERENNIAL REAL ESTATE FD - FOR T | $4 | $4 |
| MORGAN STANLEY - 016 | $586 | $586 |
| UBS - 604 | $500 | $500 |