Liabilities / Assets
19th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
5th percentile
Higher net margin than 5% of similar nonprofits.
Top Officer Pay
30th percentile
Higher top officer pay than 30% of similar nonprofits.
Top officer pay equals 8.9% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
9th percentile
Faster revenue growth than 9% of similar nonprofits.
Balance Sheet
Assets
Down$20,499,301
Down $1,227,941 (-5.7%) from 2021
Net Assets
Down$20,499,301
Down $1,227,941 (-5.7%) from 2021
Liabilities
Flat$0
Flat from 2021
Revenue And Expenses
Revenue
Down$676,453
Down $1,076,597 (-61%) from 2021
Expenses
Up$1,679,817
Up $134,995 (+8.7%) from 2021
Net Income
Down-$1,003,364
Down $1,211,592 (-582%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Oct 25, 2023
- Return Version
- 2022v5.0
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KIM MONTGOMERY | Executive Di | PT | $60,000 | - | $60,000 |
| - | Trustee | PT | $53,063 | - | $53,063 |
| CAROLYN REID | President | PT | $40,000 | - | $40,000 |
| KENDALL CLINTON | Secretary | PT | $24,000 | - | $24,000 |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | HOMES OF HOPE FOR CHILDREN | GENERAL CHARITABLE GIVING | - | PURVIS, MS, US | $71,000 |
| Paid Grant | YOUNG LIFE AUBURN OPELIKA | YOUTH LEADERSHIP PROGRAM | - | AUBURN, AL, US | $66,288 |
| Paid Grant | MARANNOOK INC | CHRISTIAN SUMMER CAMP | - | LAFAYETTE, AL, US | $55,000 |
| Paid Grant | STORYBROOK FARM | GENERAL CHARITABLE PURPOSE | - | OPELIKA, AL, US | $55,000 |
| Paid Grant | BRACKEN CHRISTIAN SCHOOL | EDUCATION | - | BULVERDE, TX, US | $52,500 |
| Paid Grant | IMMANUEL CHURCH | RELIGOUS ORGANIZATION | - | BIRMINGHAM, AL, US | $50,000 |
| Paid Grant | TWIN CEDARS YOUTH SERVICES | YOUTH AND FAMILY | - | OPELIKA, AL, US | $50,000 |
| Paid Grant | PETALS CHILDREN TASK FORCE | ADVOCATE FOR FAMILIES IN THE PETAL D | - | PETAL, MS, US | $45,500 |
| Paid Grant | LIFELINE CHILDRENS SERVICES | GENERAL CHARITABLE PURPOSES | - | TYRONE, GA, US | $41,500 |
| Paid Grant | LIVING HOPE INTERNATIONAL | GENERAL CHARITABLE GIVING | - | DALLAS, TX, US | $40,000 |
| Paid Grant | JUST KEEP SMILING | HELPING FAMILIES OF SICK CHILDREN | - | GARGARDENDALE, AL, US | $35,000 |
| Paid Grant | ESPERANZA HOUSE INC | HELPING VICTIMS OF CHILD ABUSE | - | ARTESIA, NM, US | $31,000 |
| Paid Grant | HARMONY HOUSE DOMESTIC VIOLENCE SHE | DOMESTIC VIOLENCE SHELTER | - | LAGRANGE, GA, US | $30,000 |
| Paid Grant | KIDS HUB CHILD ADVOCACY CENTER | GENERAL CHARITABLE PURPOSE | - | HATTIESBURG, MS, US | $28,000 |
| Paid Grant | RAPE COUNSELORS OF EAST ALABAMA | GENERAL CHARITABLE PURPOSES | - | AUBURN, AL, US | $27,500 |
| Paid Grant | CRESTWOOD DAY SCHOOL | EDUCATION | - | BIRMINGHAM, AL, US | $26,000 |
| Paid Grant | BOYS & GIRLS CLUBS OF GREATER LEE C | GENERAL CHARITABLE PURPOSES | - | OPELIKA, AL, US | $25,000 |
| Paid Grant | SKY HIGH FOR ST JUDES | SUPPORT CHILDREN WITH CHILDHOOD CANC | - | HOUSTON, TX, US | $25,000 |
| Paid Grant | SMILE A MILE | HELPING CHILDREN WITH CANCER | - | BIRMINGHAM, AL, US | $25,000 |
| Paid Grant | BIGHOUSE INC | GENERAL CHARITABLE PURPOSES | - | TEMPE, AZ, US | $21,800 |
| Paid Grant | ALABAMA KIDNEY FOUNDATION | FIGHTS KIDNEY DISEASES | - | HOOVER, AL, US | $20,000 |
| Paid Grant | CHILDRENS HOSPITAL OF ALABAMA | HOSPITAL | - | BIRMINGHAM, AL, US | $20,000 |
| Paid Grant | EASTLAKE INITIATIVE | GENERAL CHARITABLE PURPOSES | - | BIRMINGHAM, AL, US | $20,000 |
| Paid Grant | TRUTH IN NATURE | MINISTRY FOR SINGLE PARENT BOYS | - | DOUGLASVILLE, GA, US | $20,000 |
| Paid Grant | WILDERNESS TREK | FAITH BASED OUTDOOR ACTIVITIES | - | GLORIETA, NM, US | $20,000 |
| Paid Grant | CITY ON A HILL | ALLEVIATE SYMPTOMS OF POVERTY | - | MILWAUKEE, WI, US | $18,000 |
| Paid Grant | REFUGE 1212 INC | GENERAL CHARITABLE PURPOSES | - | BIRMINGHAM, AL, US | $18,000 |
| Paid Grant | MISSION AT THE CROSS | GENERAL CHARITABLE PURPOSES | - | LAUREL, MS, US | $16,500 |
| Paid Grant | ALL THINGS MINISTRIES INC | GENERAL CHARITABLE PURPOSES | - | AUBURN, AL, US | $15,000 |
| Paid Grant | CHRISTIAN HOPE CENTER INC | GENERAL CHARITABLE PURPOSES | - | HAWKINSVILLE, GA, US | $15,000 |
| Paid Grant | COMMUNITY CARE DEVELOPMENT NETWORK | GENERAL CHARITABLE PURPOSES | - | CENTER POINT, AL, US | $15,000 |
| Paid Grant | DAILY BREAD MINISTRIES INC | GENERAL CHARITABLE PURPOSES | - | BIRMINGHAM, AL, US | $15,000 |
| Paid Grant | GRACE AUBURN CHURCH | RELIGIOUS ORGANIZATION | - | AUBURN, AL, US | $15,000 |
| Paid Grant | HILLSIDE FELLOWSHIP CHURCH | GENERAL CHARITABLE PURPOSES | - | SILVER CREEK, GA, US | $15,000 |
| Paid Grant | LIBERTY CME | RELIGIOUS ORGANIZATION | - | JACKSON, TN, US | $15,000 |
| Paid Grant | NAVIGATORS | CHRISTIAN OUTREACH | - | COLORADO SPRINGS, CO, US | $15,000 |
| Paid Grant | FOUR CORNERS MINISTRIES | SPONSORING SHORT TERM MISSION TRIPS | - | OPELIKA, AL, US | $14,000 |
| Paid Grant | AGORA MINISTRIE | GENERAL CHARITABLE PURPOSES | - | SAN ANTONIO, TX, US | $12,000 |
| Paid Grant | CHILDCARE RESOURCE CENTER | WELLBEING OF THE CHILD | - | CHATSWORTH, CA, US | $12,000 |
| Paid Grant | BLOOD WATER MISSION | TO FIGHT AIDS IN AFRICA | - | NASHVILLE, TN, US | $10,000 |
| Paid Grant | BUTTERFLY BRIDGE ADVOCACY CTR | CHILDRENS ADVOCACY CENTER | - | CLANTON, AL, US | $10,000 |
| Paid Grant | EXCEPTIONAL WAY | SERVING INDIVIDUALS WITH SPECIAL NEE | - | BIRMINGHAM, AL, US | $10,000 |
| Paid Grant | FELLOWSHIP OF CHRISTIAN ATHLETES | FAITH AND ATHLETICS | - | AUBURN, AL, US | $10,000 |
| Paid Grant | ICARE | SENIOR CITIZEN SUPPORT CTR | - | DECATUR, GA, US | $10,000 |
| Paid Grant | LEADERSHIP EDUCATION ACHIEVEMENT | GENERAL CHARITABLE PURPOSES | - | AUBURN, AL, US | $10,000 |
| Paid Grant | RANGE OF MOTION PROJECT INC | GENERAL CHARITABLE PURPOSES | - | DENVER, CO, US | $10,000 |
| Paid Grant | WAY 2 SERVE | HELPING REBUILDING HOMES | - | OPLIKA, AL, US | $10,000 |
| Paid Grant | ST ANDREWS | RELGIOUS ORGANIZATION | - | BIRMIGNHAM, AL, US | $9,500 |
| Paid Grant | MITCHELL'S PLACE INC | GENERAL CHARITABLE PURPOSES | - | BIRMINGHAM, AL, US | $9,000 |
| Paid Grant | TROUP CARES INC | GENERAL CHARITABLE PURPOSE | - | LAGRANGE, GA, US | $7,500 |
| Paid Grant | CHAMBERS COUNTY | PROGRAM FOR NEGLECTED AND DEP CHILDR | - | VALLEY, AL, US | $4,000 |
| Paid Grant | JOY OF GIVING | GENERAL CHARITABLE PURPOSES | - | SYRACUSE, NY, US | $3,903 |
| Paid Grant | FOUNDRY MINISTRIES | RECOVERY PROGRAMS FOR ADDICTS | - | BESSEMER, AL, US | $2,500 |
| Paid Grant | WOMENS HOPE MEDICAL CLINIC | PREGNANCY COUNSELING | - | AUBURN, AL, US | $1,000 |
Filing and Contact Details
Filer
- Filer Name
- Davison Bruce Foundation
- EIN
- 20-6565366
- Phone
- 6157831446
- Address
- 40 BURTON HILLS BLVD STE 300, NASHVILLE, TN 37215
Signing Officer
- Name
- Carolyn Reid
- Title
- President
- Phone
- 4044193259
- Signed
- 2023-10-25
Preparer
- Firm
- Dan Lee & Associates Pc
- Address
- 836 SYCAMORE ST, DECATUR, GA 30030
- Preparer
- Daniel C Lee
- Phone
- 4043719846
Raw XML AppendixShowing 400 of 885 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| AccountingFeesSchedule/AccountingFeesDetail/Amt | 0 | 4800 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | TAX PREPARATION FEES |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 2400 |
| ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine1Txt | 0 | MORGAN STANLEY |
| ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine1Txt | 1 | UBS |
| ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine2Txt | 0 | MORGAN STANLEY |
| ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine2Txt | 1 | UBS |
| ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt | 0 | INVESTMENT MANAGEMENT |
| ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt | 1 | INVESTMENT MANAGEMENT |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt | 0 | BRUCE FAMILY FOUNDATION |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt | 0 | 12/31/19 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt | 0 | SCIENTIFIC, RELGIOUS, LITERARY OR EDUCATIONAL PURPOSES |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt | 0 | 848 RAINWATER TRAIL |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm | 0 | TIGER |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd | 0 | GA |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd | 0 | 30576 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 0 | 2022-01 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 1 | 2021-01 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 2 | 2022-01 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 3 | 2021-01 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 4 | 2022-01 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 5 | 2021-01 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 6 | 2021-01 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 0 | UBS FINANCIAL 85604 ST |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 1 | UBS FINANCIAL 85604 LT |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 2 | UBS 85888 ST |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 3 | UBS 85888 LT |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 4 | MORGAN STANLEY 67355 ST |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 5 | MORGAN STANLEY 67355 LT COV |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 6 | MORGAN STANLEY 67355 LT NONCOV |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 0 | 2258602 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 1 | 2296555 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 2 | 464035 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 3 | 1790429 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 4 | 765788 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 5 | 1079876 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 6 | 6603 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 0 | 2142664 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 1 | 2457549 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 2 | 419738 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 3 | 1680030 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 4 | 763658 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 5 | 1182296 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 6 | 14305 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 0 | PURCHASE |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 1 | PURCHASE |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 2 | PURCHASE |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 3 | PURCHASE |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 4 | PURCHASE |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 5 | PURCHASE |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 6 | PURCHASE |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 0 | 2022-12 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 1 | 2022-12 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 2 | 2022-12 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 3 | 2022-12 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 4 | 2022-12 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 5 | 2022-12 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 6 | 2022-12 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt | 0 | -115938 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt | 1 | 160994 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt | 2 | -44297 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt | 3 | -110399 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt | 4 | -2130 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt | 5 | 102420 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt | 6 | 7702 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 0 | MORGAN STANLEY |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 1 | UBS |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 0 | 2101858 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 1 | 860612 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 0 | 2091635 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 1 | 857683 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 6858918 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 913823 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 95603 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 7062539 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 1000000 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 8690574 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 913591 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 10904 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 11408664 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 998220 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 759465 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | UBS FINANCIAL SERVICES 85604 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | UBS FINANCIAL SERVICES 85888 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | PERENIAL REAL ESTATE FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | MORGAN STANLEY 767 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | UBS FINANCIAL SERVICES C2193 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | UBS FINANCIAL SERVICES 85889 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt | 0 | 511390 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt | 0 | 38284 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt | 0 | 5704 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt | 0 | 120189 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 0 | PERENNIAL - ORD. LOSS |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 1 | PERENNIAL - RENTAL |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 2 | PERENIAL - LT GAIN |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 3 | PERENIAL - INTEREST |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 4 | PERENIAL - 1231 LOSS |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 5 | PERENIAL - EXPENSE |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 6 | PERENIAL - ST LOSS |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 7 | PERENIAL - OTHER INCOME |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 8 | MORGAN STANLEY 67355 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 0 | -266 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 1 | -552 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 2 | 543 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 3 | 71 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 4 | -366 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 5 | -1924 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 6 | -4 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 7 | 26 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 8 | 3358 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 511390 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt | 0 | 165063 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 676453 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 2400 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 4800 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 7352 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 177064 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 177063 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 1228991 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 1228991 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 511390 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 549674 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | -1003364 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 8667592 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt | 0 | 120043 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt | 0 | 120189 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 5704 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 502023 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt | 0 | 1754 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 4910 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt | 0 | 886 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt | 0 | 133974 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 133974 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 388 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 388 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 1533992 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 136762 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 1679817 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 638785 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 676453 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 305001 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 136762 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 450826 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt | 0 | 127937 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt | 0 | 127937 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 7352 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | -1003364 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt | 0 | 224577 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 20723878 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 21727242 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 20499301 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 1419491 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 1419491 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 1419491 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 1426469 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 6978 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 6978 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 15644 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 22622 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 6978 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt | 0 | 15644 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 6978 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 6978 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 22622 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 27336684 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt | 0 | 241856 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt | 0 | 168601 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt | 0 | 168601 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt | 0 | 4042043 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt | 0 | 2962470 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt | 0 | 2949318 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 14621438 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 15930883 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 22781418 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt | 0 | 21727242 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt | 0 | 20499301 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 2821905 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 1437347 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 1437347 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 21727242 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 20499301 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 27336684 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 21727242 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 20499301 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 21727242 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 20499301 |
| IRS990PF/MethodOfAccountingCashInd | 0 | X |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 28963832 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 288153 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 28664775 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 434457 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 10904 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 1426469 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 28529375 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 28963832 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 0 | MORGAN STANLEY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 1 | UBS |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 2 | CUMBERLAND |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine2Txt | 0 | MORGAN STANLEY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine2Txt | 1 | UBS |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine2Txt | 2 | CUMBERLAND |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 0 | 67614 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 1 | 66360 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 2 | 60000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 3 | 53063 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm | 0 | KIM MONTGOMERY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 0 | INVESTMENT MGT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 1 | INVESTMENT MGMT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 2 | EXECUTIVE DIR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 3 | TRUSTEE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 0 | 3280 PEACHTREE RD |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 1 | 1000 HARBOR BLVD |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 2 | 2575 PEACHTREE RD APT 17B |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 3 | 40 BURTON HILL BLVD SUITE 300 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt | 0 | 3280 PEACHTREE RD |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt | 1 | 1000 HARBOR BLVD |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt | 2 | 40 BURTON HILL BLVD SUITE 300 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 0 | ATLANTA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 1 | WEEHAWKEN |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 2 | ATLANTA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 3 | NASHVILLE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 0 | GA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 1 | NJ |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 2 | GA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 3 | TN |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 0 | 30305 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 1 | 07086 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 2 | 30305 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 3 | 37215 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 20.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 20.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt | 0 | CUMBERLAND TRUST CO |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 53063 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 1 | 40000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 2 | 60000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 3 | 24000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | CAROLYN REID |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | KIM MONTGOMERY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 2 | KENDALL CLINTON |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 2 | EXECUTIVE DI |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | 40 BURTON HILLS BLVD |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 1 | PO BOX 4655 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 2 | 2575 PEACHTREE RD NE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 3 | 236 HIDDEN RIDGE DR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt | 0 | STE 300 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt | 1 | APT 17B |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | NASHVILLE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 1 | ATLANTA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 2 | ATLANTA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 3 | BULVERDE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 1 | GA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 2 | GA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 3 | TX |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 37215 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 1 | 30302 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 2 | 30305 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 3 | 78163 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt | 0 | 1533992 |
| IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt | 0 | 1533992 |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd | 0 | true |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd | 0 | true |
| IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm | 0 | CUMBERLAND TRUST CO |
| IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt | 0 | 40 BURTON HILLS BLVD |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt | 0 | STE 300 |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm | 0 | NASHVILLE |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd | 0 | TN |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd | 0 | 37215 |
| IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd | 0 | GA |
| IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/PhoneNum | 0 | 6157831446 |
| IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt | 0 | WWW.DAVISONBRUCEFOUNDATION.ORG |
| IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt | 0 | N/A |
| IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt | 0 | APPLICATIONS CAN BE SUBMITTED VIA LETTER OR ONLINE AT WWW.DAVISONBRUCEFOUNDATION.ORG., SEE ATTACHED |
| IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm | 0 | DAVISON BRUCE FDN GRANTS ADMINISTRA |
| IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum | 0 | 6157832540 |
| IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt | 0 | CO CUMBERLAND TRUST TRUSTEE |
| IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt | 0 | 40 BURTON HILLS BLVD STE 300 |
| IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm | 0 | NASHVILLE |
| IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd | 0 | TN |
| IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd | 0 | 37215 |
| IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt | 0 | N/A |
| IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt | 0 | FEBRUARY 1ST |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 0 | 12000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 1 | 20000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 2 | 15000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 3 | 21800 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 4 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 5 | 25000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 6 | 52500 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 7 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 8 | 4000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 9 | 12000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 10 | 20000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 11 | 15000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 12 | 18000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 13 | 15000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 14 | 26000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 15 | 15000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 16 | 20000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 17 | 31000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 18 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 19 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 20 | 2500 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 21 | 14000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 22 | 15000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 23 | 30000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 24 | 15000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 25 | 71000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 26 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 27 | 50000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 28 | 35000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 29 | 28000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 30 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 31 | 15000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 32 | 41500 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 33 | 40000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 34 | 55000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 35 | 16500 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 36 | 9000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 37 | 15000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 38 | 45500 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 39 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 40 | 27500 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 41 | 18000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 42 | 25000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 43 | 25000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 44 | 9500 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 45 | 55000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 46 | 7500 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 47 | 20000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 48 | 50000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 49 | 10000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 50 | 20000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 51 | 1000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 52 | 66288 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 53 | 3903 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 0 | GENERAL CHARITABLE PURPOSES |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 1 | FIGHTS KIDNEY DISEASES |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 2 | GENERAL CHARITABLE PURPOSES |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 3 | GENERAL CHARITABLE PURPOSES |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 4 | TO FIGHT AIDS IN AFRICA |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 5 | GENERAL CHARITABLE PURPOSES |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 6 | EDUCATION |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 7 | CHILDRENS ADVOCACY CENTER |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 8 | PROGRAM FOR NEGLECTED AND DEP CHILDR |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 9 | WELLBEING OF THE CHILD |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $20,499,301
- Liabilities
- $0
- Net assets
- $20,499,301
- Revenue
- $676,453
- Expenses
- $1,679,817
- Net income
- -$1,003,364