Davidson Bruce Charitable Irrv Tr
- Assets
- $20.5m
- Revenue
- $676.5k
- Investments
- $18.9m
- Employees
- 0
- Location
- Nashville, TN
- Founding
- 07/2005
- Data as of
- 12/2022
- EIN
- 20-6565366
Organization Overview
Davidson Bruce Charitable Irrv Tr is located in Nashville, TN. The organization was established in 2005. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Davidson Bruce Charitable Irrv Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Davidson Bruce Charitable Irrv Tr generated $676.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (21.7%) each year. All expenses for the organization totaled $1.7m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Davidson Bruce Charitable Irrv Tr has awarded 348 individual grants totaling $7,327,078. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Trustee | 5 | $53,063 | |
Carolyn Reid President | 20 | $40,000 | |
Kim Montgomery Executive Di | 20 | $60,000 | |
Kendall Clinton Secretary | 10 | $24,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Morgan Stanley Morgan Stanley | 12/30/22 | $67,614 |
Ubs Ubs | 12/30/22 | $66,360 |
| 12/30/22 | $60,000 | |
Morgan Stanley Morgan Stanley | 12/30/22 | $0 |
Ubs Ubs | 12/30/22 | $0 |
Cumberland Cumberland | 12/30/22 | $53,063 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $120,189 |
| Dividends & Interest | $549,674 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $5,704 |
| Capital Gain Net Income | $7,352 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $886 |
| Total Revenue | $676,453 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $177,063 |
| Other employee salaries and wages | $1,754 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $388 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $127,937 |
| Printing and publications | $0 |
| Other expenses | $4,910 |
| Total operating and administrative expenses | $450,826 |
| Contributions, gifts, grants paid | $1,228,991 |
| Total expenses and disbursements | $1,679,817 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $168,601 |
| Savings and temporary cash investments | $1,437,347 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $20,499,301 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Davidson Bruce Charitable Irrv Tr has awarded $1,228,991 in support to 54 organizations.
| Grant Recipient | Amount |
|---|---|
AGORA MINISTRIE PURPOSE: GENERAL CHARITABLE PURPOSES | $12,000 |
ALABAMA KIDNEY FOUNDATION PURPOSE: FIGHTS KIDNEY DISEASES | $20,000 |
ALL THINGS MINISTRIES INC PURPOSE: GENERAL CHARITABLE PURPOSES | $15,000 |
BIGHOUSE INC PURPOSE: GENERAL CHARITABLE PURPOSES | $21,800 |
BOYS & GIRLS CLUBS OF GREATER LEE C PURPOSE: GENERAL CHARITABLE PURPOSES | $25,000 |
BRACKEN CHRISTIAN SCHOOL PURPOSE: EDUCATION | $52,500 |