Civic Intelligence

The Andy Bruce Foundation

990PF • Fiscal year 2020 • EIN 84-4485845

Jan 23, 2020 to Dec 31, 2020 • Filed on Dec 09, 2021

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

$922,657

No earlier filing loaded for comparison.

Net Assets

$922,657

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin98th percentile

Revenue

$941,316

No earlier filing loaded for comparison.

Expenses

$18,659

No earlier filing loaded for comparison.

Net Income

$922,657

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2020: $922,657Liabilities 2020: $0Net Assets 2020: $922,6572020Assets 2021: $931,203Liabilities 2021: $0Net Assets 2021: $931,2032021Assets 2022: $901,439Liabilities 2022: $0Net Assets 2022: $901,4392022Assets 2023: $891,671Liabilities 2023: $0Net Assets 2023: $891,6712023Assets 2024: $876,404Liabilities 2024: $0Net Assets 2024: $876,4042024

Highlighted filing

2020

Assets$922,657
Liabilities$0
Net Assets$922,657
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2020: $941,316Expenses 2020: $18,659Net Income 2020: $922,6572020Revenue 2021: $40,038Expenses 2021: $31,492Net Income 2021: $8,5462021Revenue 2022: $29,945Expenses 2022: $59,709Net Income 2022: -$29,7642022Revenue 2023: $38,893Expenses 2023: $48,661Net Income 2023: -$9,7682023Revenue 2024: $39,576Expenses 2024: $54,843Net Income 2024: -$15,2672024

Highlighted filing

2020

Revenue$941,316
Expenses$18,659
Net Income$922,657
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 23, 2020 to Dec 31, 2020
Signed
Dec 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexandra M BruceDir, VP-$0--
Gillian G BruceDir, VP-$0--
Gretchen V BruceDir, Sec, Treas, VP-$0--
Scott BruceDir, Pres, Chairman Of The Brd-$0--
Sarah V CantleyDir, VP-$0--
Filing and Contact Details

Filer

Filer Name
The Andy Bruce Foundation
EIN
84-4485845
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Scott G Bruce
Title
President
Phone
8008391754
Signed
2021-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix355 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Alexandra M Bruce
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Gillian G Bruce
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Gretchen V Bruce
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Scott Bruce
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Sarah V Cantley
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010434
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032347
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010434
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021913
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Berkman Mr William
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Bruce Scott
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0158 Mercer Street 8M
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt18 Orchard Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0New York
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Rose Valley
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010012
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd119086
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0990302
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum71
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt054920
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1274150
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt230873
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt368051
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt443010
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5220648
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt6117850
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt7180800
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0NRG ENERGY NRG, 2000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1MONGODB INC CL A MDB, 2000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2LINDBLAD EXPEDITIONS HOLDINGS INC LIND, 5518 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3LIBERTY BROADBAND CORPORATION LBRDA, 655 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4DISH NETWORK CORPORATION DISH, 2000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5CHARTER COMMUNICATIONS, INC CHTR, 500 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6CARVANA CO. CVNA, 2000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7COLONY FINANCIAL INC CLNY, 80000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-03-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-03-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22020-03-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32020-03-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42020-03-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52020-03-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62020-03-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72020-03-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Administrative Set-Up Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Delaware Incorporation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3IRS Application Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03934
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03934
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05625
ReasonableCauseExplanation/ExplanationTxt0The Andy Bruce Foundation (EIN: 84-4485845) respectfully requests abatement of any penalties for late filing of Form 990-PF for taxable year ending December 31, 2020 because the delay was inadvertent, unintended, and due to reasonable causes. Treasury Regulations Section 301.6651-1(c)(1) defines reasonable cause by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to prepare its Form 990-PF for tax period ending 12/31/2020. The Foundation's 2020 Form 990-PF short period initial return was timely filed on May 5, 2021. The return was originally mailed to the IRS, but was returned along with a notice instructing the Foundation to submit the return electronically. The Foundation's administrator advised the Foundation to submit the return for paper filing initially because at the time the return was filed, the administrator's tax software was unable to transmit short period initial returns via e-file. It wasn't until the Foundation received an IRS notice dated October 27, 2021, that the administrator became aware that the IRS now accepts short period initial returns via e-file and that the software's capability had been updated. The foundation's administrator is now submitting the return via e-file, and the delay in filing Form 990-PF for the taxable year ending 2020 is no fault or willful neglect of the foundation. According to the standards set forth in Rev. Proc. 92-85, we believe the Foundation's actions were reasonable and in good faith. These administrative actions were in no way an intentional disregard of the IRS rules and therefore entitled to abatement of any penalty. The organization acted in good faith in complying with the filing deadline and in rectifying the situation as soon as it was known. Therefore, we again request that no penalty be assessed for late filing.
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Berkman Mr William
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Berkman Mrs Ronti
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0158 Mercer Street 8M
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1158 Mercer Street 8M
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0New York
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1New York
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010012
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd110012
TaxesSchedule/TaxesDetail/Amt02600
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2020
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT G BRUCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-09
ReturnHeader/DisasterReliefTxt0NEW YORK-HURRICANE IDA
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Andy Bruce Foundation
ReturnHeader/Filer/BusinessNameControlTxt00
ReturnHeader/Filer/EIN0844485845
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02021-12-10T10:44:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRUCE
ReturnHeader/TaxPeriodBeginDt02020-01-23
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$922,657
Liabilities
$0
Net assets
$922,657
Revenue
$941,316
Expenses
$18,659
Net income
$922,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.40$0.55$0.15
2023Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$0.39$0.49$0.10
2022Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.30$0.60$0.30
2021Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$0.40$0.31$0.09
2020Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$9.41$0.19$9.23