Civic Intelligence

Drs Bruce & Lee Foundation

990T • Fiscal year 2023 • EIN 57-0902483

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile
201 South Dargan StreetFlorence, SC 29506

(843) 664-2870

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $140,801,862Liabilities 2011: $2,099,7332011Assets 2012: $157,453,073Liabilities 2012: $6,754,9292012Assets 2013: $177,438,092Liabilities 2013: $10,333,5012013Assets 2014: $181,328,804Liabilities 2014: $8,299,7682014Assets 2015: $173,770,591Liabilities 2015: $5,533,0892015Assets 2017: $200,024,238Liabilities 2017: $7,214,418Net Assets 2017: $192,809,8202017Assets 2018: $184,075,755Liabilities 2018: $6,278,307Net Assets 2018: $177,797,4482018Assets 2019: $212,773,046Liabilities 2019: $3,490,043Net Assets 2019: $209,283,0032019Assets 2020: $225,199,453Liabilities 2020: $2,300,998Net Assets 2020: $222,898,4552020Assets 2021: $254,078,574Liabilities 2021: $11,535,135Net Assets 2021: $242,543,4392021Assets 2022: $212,301,887Liabilities 2022: $6,502,940Net Assets 2022: $205,798,9472022Assets 2023: $235,595,853Liabilities 2023: $4,792,706Net Assets 2023: $230,803,1472023Assets 2024: $255,368,624Liabilities 2024: $1,855,755Net Assets 2024: $253,512,8692024

Latest loaded filing

2024

Assets$255,368,624
Liabilities$1,855,755
Net Assets$253,512,869
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2011: $8,260,419Expenses 2011: $2,969,177Net Income 2011: $5,291,2422011Revenue 2012: $14,318,297Expenses 2012: $6,520,851Net Income 2012: $7,797,4462012Revenue 2013: $9,427,572Expenses 2013: $10,110,898Net Income 2013: -$683,3262013Revenue 2014: $8,074,377Expenses 2014: $3,571,177Net Income 2014: $4,503,2002014Revenue 2015: $6,170,635Expenses 2015: $3,468,516Net Income 2015: $2,702,1192015Revenue 2017: $7,720,151Expenses 2017: $5,163,159Net Income 2017: $2,556,9922017Revenue 2018: $8,545,377Expenses 2018: $5,173,657Net Income 2018: $3,371,7202018Revenue 2019: $10,728,636Expenses 2019: $2,858,033Net Income 2019: $7,870,6032019Revenue 2020: $2,437,974Expenses 2020: $2,689,489Net Income 2020: -$251,5152020Revenue 2021: $12,559,871Expenses 2021: $17,150,155Net Income 2021: -$4,590,2842021Revenue 2022: $7,254,737Expenses 2022: $6,394,454Net Income 2022: $860,2832022Revenue 2023: $6,512,367Expenses 2023: $5,434,768Net Income 2023: $1,077,5992023Revenue 2024: $9,038,096Expenses 2024: $7,610,943Net Income 2024: $1,427,1532024

Latest loaded filing

2024

Revenue$9,038,096
Expenses$7,610,943
Net Income$1,427,153
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Drs Bruce & Lee Foundation
EIN
57-0902483
Phone
8436642870
Address
201 SOUTH DARGAN STREET, FLORENCE, SC 29506

Signing Officer

Name
Bradley Callicott
Title
Executive Director
Phone
8436642870
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
110 EAST COURT STREET SUITE 500, GREENVILLE, SC 29601
Preparer
Melanie Mcpeak
Phone
8642333981
Raw XML Appendix106 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt05957
IRS1120ScheduleD/NetCapitalGainAmt05957
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt06359
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-402
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt06359
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0105
IRS1120ScheduleD/UnusedCapitalLossCarryoverAmt0507
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt06359
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0RESERVOIR CAPITAL INVESTMENT PARTNERS (C
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt06359
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0105
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0RESERVOIR CAPITAL INVESTMENT PARTNERS (C
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0105
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0BRADLEY CALLICOTT
IRS990T/BooksInCareOfDetail/PhoneNum08436642870
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 SOUTH DARGAN STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0FLORENCE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd029506
IRS990T/BookValueAssetsEOYAmt0235595853
IRS990T/CharitableContributionsDedAmt01229
IRS990T/EstimatedTaxPaymentsAmt0750
IRS990T/ExtsnRequestIncomeTaxPaidAmt0700
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt02007
IRS990T/OverpaymentSection/OverpaymentAmt02007
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt02880
IRS990TScheduleA/CapitalGainNetIncomeAmt06464
IRS990TScheduleA/DepletionAmt03566
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt01206
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt04772
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-4
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt011605
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt018065
IRS990TScheduleA/TotUnrltTrdBusIncmAmt018065
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt013293
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt013293
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt02323
IRS990T/TaxLessCreditsAmt02323
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04330
IRS990T/TotalTaxAmt02323
IRS990T/TotalTaxComputationAmt02323
IRS990T/TotalUBTIAmt011064
IRS990T/TotalUBTIBeforeNOLSpecificAmt012064
IRS990T/TotalUBTIBeforeSection199AAmt012064
IRS990T/TotalUBTIComputedAmt013293
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADLEY CALLICOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08436642870
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DRS BRUCE & LEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DRSB
ReturnHeader/Filer/EIN0570902483
ReturnHeader/Filer/PhoneNum08436642870
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 SOUTH DARGAN STREET
ReturnHeader/Filer/USAddress/CityNm0FLORENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029506
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 EAST COURT STREET SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029601
ReturnHeader/PreparerPersonGrp/PhoneNum08642333981
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE MCPEAK
ReturnHeader/ReturnTs02024-11-14T13:36:34-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$255$1.86$254$9.04$7.61$1.43
2023Detailed filing. Detailed filing data is available for this year.$236$4.79$231$6.51$5.43$1.08
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$212$6.50$206$7.25$6.39$0.86
2021Detailed filing. Detailed filing data is available for this year.$254$11.5$243$12.6$17.2$4.59
2020Detailed filing. Detailed filing data is available for this year.$225$2.30$223$2.44$2.69$0.25
2019Detailed filing. Detailed filing data is available for this year.$213$3.49$209$10.7$2.86$7.87
2018Detailed filing. Detailed filing data is available for this year.$184$6.28$178$8.55$5.17$3.37
2017Detailed filing. Detailed filing data is available for this year.$200$7.21$193$7.72$5.16$2.56
2015Summary only. Only limited summary data is available for this year.$174$5.53$6.17$3.47$2.70
2014Summary only. Only limited summary data is available for this year.$181$8.30$8.07$3.57$4.50
2013Summary only. Only limited summary data is available for this year.$177$10.3$9.43$10.1$0.68
2012Summary only. Only limited summary data is available for this year.$157$6.75$14.3$6.52$7.80
2011Summary only. Only limited summary data is available for this year.$141$2.10$8.26$2.97$5.29