DAVIDSON BRUCE CHARITABLE IRRV TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DAVIDSON BRUCE CHARITABLE IRRV TR (EIN 20-6565366)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-01
- IRS object ID
- 201613069349100421
- Schema version
- 2015v2.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-01T14:29:08-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-04-15 | 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 | 2016-09-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,064,989 | 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 | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41,960 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,954 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $229,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229,756 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$472,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,950,108 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,453 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,969 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,969 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,808,041 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $291,132 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,080 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,080 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $45,252 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $45,252 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,518 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $10,759 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $123,132 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $123,132 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $56 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $523 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $81,580 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $81,580 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,495 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $289,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $147,671 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $361,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $361,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $651,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $509,471 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,156,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,982 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $620,426 | CashBOYAmt |
| Cash EOY | $34,504 | CashEOYAmt |
| Cash EOYFMV | $34,504 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,649,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,649,190 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,393,928 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,993,495 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,381,295 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $14,014,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,677,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,064,989 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $14,014,354 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,677,189 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,014,354 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,677,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,014,354 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,677,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,014,354 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,156,470 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,170,824 | SubtotalAmt |
| Other Decreases | $493,635 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,677,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,453 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $376,848 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,639,100 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.025743 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $355,240 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,256,652 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034635 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $312,599 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,221,630 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074047 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $283,307 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,173,061 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067889 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $297,556 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,196,338 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070908 | DistributionYr5Rt |
| Total Distribution | 0.273222 | TotalDistributionRt |
| Average Distribution | 0.054644 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,648,336 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $964,376 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,660 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $966,036 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $509,471 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,320 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,320 | SubtotalAmt |
| Tax Based On Investment Income | $3,320 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,630 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,630 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $7,306 | OverpaymentAmt |
| Applied To ES Tax | $7,306 | 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 | 10.00 | $10,080 | $0 | $0 |
| ASHLEY YATES | |||||||||
| PO BOX 4655 | ATLANTA | GA | 30302 | SECRETARY | 5.00 | $0 | $0 | $0 | |
| CAROLYN REID | |||||||||
| PO BOX 4655 | ATLANTA | GA | 30302 | PRESIDENT | 10.00 | $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 | SUNTRUST BANK | BusinessNameLine1Txt |
| Business Name Line2 | SUNTRUST BANK | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4655 | AddressLine1Txt |
| Address Line2 | PO BOX 4655 | AddressLine2Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TRUSTEE/INV MGT | ServiceTypeTxt |
| Compensation | $114,232 | 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 | $16,649,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,267,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,917,092 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,917,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $268,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,648,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $882,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $882,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,320 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,320 | TotalTaxAmt |
| Distributable Before Adj | $879,097 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $879,097 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $879,097 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $509,471 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $509,471 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $509,471 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $879,097 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $224,778 | UndistributedIncomePYAmt |
| Qualifying Distributions | $509,471 | QualifyingDistributionsAmt |
| Applied To Year1 | $224,778 | AppliedToYear1Amt |
| Applied To Current Year | $284,693 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $594,404 | 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 (30 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| YOUNG LIFE EAST ALABAMA | |||||||||
| YOUNG LIFE EAST ALABAMA | 154 N DONAHUE DR | AUBURN | AL | 36832 | NONE | GENERAL CHARITABLE PURPOSES | $52,500 | ||
| SAFEHOUSE OUTREACH INC | |||||||||
| SAFEHOUSE OUTREACH INC | 89 ELLIS ST NE | ATLANTA | GA | 30303 | GENERAL CHARITABLE PURPOSE | $30,000 | NONE | ||
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||||
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | 100 PEACHTREE ST NE | ATLANTA | GA | 30303 | NONE | GENERAL CHARITABLE GIVING | $1,200 | 2080 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||||
| FELLOWSHIP OF CHRISTIAN ATHLETES | PO BOX 230685 | MONTGOMERY | AL | 36123 | NONE | GENERAL CHARITABLE GIVING | $5,000 | ||
| TWIN CEDARS YOUTH SERVICES | |||||||||
| TWIN CEDARS YOUTH SERVICES | 1234 COMMERCE DR | AUBURN | AL | 36830 | NONE | GENERAL CHARITABLE GIVING | $15,000 | SUITE B | |
| LIVING HOPE INTERNATIONAL | |||||||||
| LIVING HOPE INTERNATIONAL | 12700 HILLCREST RD | DALLAS | TX | 75230 | NONE | GENERAL CHARITABLE GIVING | $14,000 | SUITE 254 | |
| ALABAMA CASA NETWORK | |||||||||
| ALABAMA CASA NETWORK | 1919 OXMOOR RD | BIRMINGHAM | AL | 35209 | NONE | GENERAL CHARITABLE GIVING | $10,000 | 381 | |
| LUTHERAN SOCIAL SERVICES | |||||||||
| LUTHERAN SOCIAL SERVICES | 100 EDGEWOOD AVE NE | ATLANTA | GA | 30303 | NONE | GENERAL CHARITABLE PURPOSES | $2,500 | 1800 | |
| 410 BRIDGE INC | |||||||||
| 410 BRIDGE INC | 35 OLD CANTON ST | ALPHARETTA | GA | 30009 | NONE | GENERAL CHARITABLE PURPOSES | $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 | $35,000 | ||
| BIGHOUSE INC | |||||||||
| BIGHOUSE INC | 637 S MCCLINTOCK DR | TEMPE | AZ | 85281 | NONE | GENERAL CHARITABLE PURPOSES | $5,000 | ||
| STORYBROOK FARM | |||||||||
| STORYBROOK FARM | 300 CUSSETA RD | OPELIKA | AL | 36801 | NONE | GENERAL CHARITABLE PURPOSE | $4,500 | ||
| STRONG FOUNDATION | |||||||||
| STRONG FOUNDATION | DANNON VIEW | ATLANTA | GA | 30331 | NONE | GENERAL CHARITABLE PURPOSE | $10,000 | ||
| HADDIES HOME | |||||||||
| HADDIES HOME | PO BOX 1525 | OPELIKA | AL | 36803 | NONE | GENERAL CHARITABLE PURPOSES | $5,500 | ||
| HARMONY HOUSE DOMESTIC VIOLENCE SHE | |||||||||
| HARMONY HOUSE DOMESTIC VIOLENCE SHELTER | POX BOX 2925 | LAGRANGE | GA | 30241 | NONE | GENERAL CHARITABLE PURPOSE | $5,600 | ||
| KERUSSO FOUNDATION | |||||||||
| KERUSSO FOUNDATION | PO BOX 6871 | MCKINNEY | TX | 75071 | NONE | GENERAL CHARITABLE PURPOSES | $7,500 | ||
| LIFELINE CHILDRENS SERVICES | |||||||||
| LIFELINE CHILDRENS SERVICES | 1922 GA-74 | TYRONE | GA | 30290 | NONE | GENERAL CHARITABLE PURPOSES | $5,000 | ||
| RAPE COUNSELORS OF EAST ALABAMA | |||||||||
| RAPE COUNSELORS OF EAST ATLANTA | 334-741-0707 | AUBURN | AL | 36830 | NONE | GENERAL CHARITABLE PURPOSES | $7,500 | ||
| STEGALL SEMINARY SCHOLARSHIP ENDOWM | |||||||||
| STEGALL SEMINARY SCHOLARHSIP | PO BOX 241661 | MONTGOMERY | AL | 36124 | NONE | GENERAL CHARITABLE PURPOSES | $15,000 | ||
| TRUTH IN NATURE | |||||||||
| TRUTH IN NATURE | PO BOX 1340 | DOUGLASVILLE | GA | 30133 | NONE | GENERAL CHARITABLE PURPOSES | $2,500 | ||
| HOMES OF HOPE FOR CHILDREN | |||||||||
| HOMES OF HOPE FOR CHILDREN | 344 HAROLD TUCKER RD | PURVIS | MS | 39475 | NONE | GENERAL CHARITABLE GIVING | $24,000 | ||
| THE WAY MINISTRIES | |||||||||
| THE WAY MINISTRIES | PO BOX 328 | NEW KNOXVILLE | OH | 45871 | NONE | CHARITABLE PURPOSES | $5,000 | ||
| HILLSIDE FELLOWSHIP CHURCH | |||||||||
| HILLSIDE FELLOWSHIP CHURCH | 7055 HIGHWAY 281N | SPRING BRANCH | TX | 78070 | NONE | GENERAL CHARITABLE PURPOSES | $5,000 | ||
| BELOVED ATLANTA | |||||||||
| BELOVED ATLANTA | 1270 CAROLINE STREET | ATLANTA | GA | 30307 | NONE | GENERAL CHARITABLE PURPOSES | $5,000 | ||
| IMMANUEL CHURCH | |||||||||
| IMMANUEL CHURCH | 1115 11TH ST | BIRMINGHAM | AL | 35205 | VENUE OBTAINEMENT AND RENOVATION | $36,000 | |||
| KIDS HUB CHILD ADVOCACY CENTER | |||||||||
| KIDS HUB CHILD ADVOCACY CENTER | 2052 OAK GROVE RD | HATTIESBURG | MS | 39402 | NONE | GENERAL CHARITABLE PURPOSE | $25,000 | ||
| AUBURN ASK COMMUNITY BIBLE STUDY | |||||||||
| AUBURN ASK COMMUNITY BIBLE STUDY | 790 STOUT ROAD | COLORADO SPRINGS | CO | 80921 | NONE | GENERAL CHARITABLE PURPOSE | $1,000 | ||
| IMMERSION OUTFITTERS | |||||||||
| IMMERSION OUTFITTERS | 2510 W AMMANN | BULVERDE | TX | 78163 | NONE | GENERAL CHARITABLE PURPOSE | $10,000 | ||
| TROUP CARES INC | |||||||||
| TROUP CARES INC | 301 MEDICAL DR | LAGRANGE | GA | 30240 | NONE | GENERAL CHARITABLE PURPOSE | $7,500 | SUITE 501 | |
| EMMAUS HOUSE | |||||||||
| EMMAUS HOUSE | 321 B GREENVILLE ST | LAGRANGE | GA | 30241 | NONE | GENERAL CHARITABLE PURPOSE | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $361,800 | 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 | $5 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,954 | ExclusionAmt |
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229,756 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $8,969 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,743 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$486,840 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,453 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | BusinessBusinessCd |
|---|---|---|
| PARTNERSHIP INCOME | 1 | |
| PARTNERSHIP INCOME | 900099 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,748 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$206,161 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,454 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$191,959 | 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 | $5,000,000 | 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 | $4,000 | Amt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST BANK | BusinessNameLine1Txt |
| Business Name Line2 | SUNTRUST BANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TRUSTEE & INVESTMENT MGT | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| PERENNIAL REAL ESTATE FUND LP | 2011-01 | PURCHASE | 2015-12 | $12,408 | $12,408 | |
| MORGAN STANLEY - 767 SEE ATTACHED | 2015-01 | PURCHASE | 2015-12 | $2,693,947 | -$242,433 | $2,936,380 |
| MORGAN STANLEY - 767 SEE ATTACHED | 2011-01 | PURCHASE | 2015-12 | $1,275,498 | $69,793 | $1,205,705 |
| MORGAN STANLEY - 037 | 2011-01 | PURCHASE | 2015-12 | $390,005 | -$182,788 | $572,793 |
| UBS - 604 ST SEE ATTACHED | 2015-01 | PURCHASE | 2015-12 | $4,176,184 | -$296,140 | $4,472,324 |
| UBS - 604 LT SEE ATTACHED | 2015-01 | PURCHASE | 2015-12 | $3,891,267 | $254,198 | $3,637,069 |
| SUNTRUST BANK - SEE ATTACHED | 2011-01 | PURCHASE | 2015-12 | $8,478,856 | -$106,231 | $8,585,087 |
| ACL ALTERNATIVE FD SAC | 2011-01 | PURCHASE | 2015-12 | -$13,394 | $13,394 | |
| PERENNIAL REAL ESTATE FD LP | 2011-01 | PURCHASE | 2015-12 | $17,747 | $17,747 | |
| SHORT-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY | $3,743 | $3,743 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS FINANCIAL SERVICES 85604 | $6,417,579 | $6,043,223 |
| UBS FINANCIAL SERVICES 85889 | $360,108 | |
| UBS FINANCIAL SERVICES 85888 | $2,181,668 | $2,670,439 |
| MORGAN STANLEY 767 | $6,617,062 | $7,982,599 |
| PERENIAL REAL ESTATE FUND | $117,926 | $114,926 |
| MORGAN STANLEY | $659,260 | $210,000 |
| SUNTRUST STOCK AND SECURITIES |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND CONSULTING | CategoryTxt |
| Legal Fees | $21,518 | LegalFeesAmt |
| Disbursements Charitable Prps | $10,759 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP COST BASIS ADJUSTMENTS | $484,651 |
| NON DEDUCTIBLE FEDERAL EXCISE TAX | $8,984 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| COMPUTER EXPENSES | $2,133 | |
| MISC EXPENSES | $2 | |
| PERENNIAL REAL ESTATE FD LP P | $90 | $90 |
| PERENNIAL REAL ESTATE FD LP P | $1,022 | $1,022 |
| PERENNIAL REAL ESTATE FD LP P | $383 | $383 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PERENNIAL REAL ESTATE FD LP | $74 | $74 |
| PERENNIAL REAL ESTATE FD LP | $2 | $2 |
| PERENNIAL REAL ESTATE FD LP | $80 | $80 |
| ACL ALTERNATIVE FD SAC LTD | $4,188 | $4,188 |
| MORGAN STANLEY - 767 | $4,491 | $4,491 |
| SUNTRUST BANK | $134 | $134 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGMENT FEES | CategoryTxt |
| Amt | $123,132 | Amt |
| Net Investment Income | $123,132 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $459 | $459 |
| SUNTRUST BANK - FOR TAXES | $64 | $64 |