Nonprofit · EIN 20-6565366
DAVIDSON BRUCE CHARITABLE IRRV TR
Tax-exempt · NASHVILLE, TN 37215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,826,115 | $1,568,617 | $257,498 | $21,795,279 | $0 | $21,795,279 |
| December 31, 2023 | 990-PF | $2,473,485 | $1,572,662 | $900,823 | $21,519,978 | $0 | $21,519,978 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $550,293
- Interest
- $195,798
- Net gain from sales of assets
- $1,082,442
- Other income
- -$2,418
Expenses
- Grants and similar amounts paid
- $1,102,200
- Compensation of officers, directors and key employees
- $129,047
- Salaries, compensation and benefits (total)
- $43,400
- Disbursements for charitable purposes
- $1,402,496
- Excise tax on investment income
- $23,102
Balance sheet and other
- Total assets, start of year
- $21,519,978
- Total assets, end of year
- $21,795,279
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,795,279
- Fair market value of assets
- $32,431,869
- Qualifying distributions
- $1,402,496
- Net investment income
- $1,820,978
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CUMBERLAND TRUST CO 40 BURTON HILLS BLVD, STE 300, NASHVILLE, TN 37215 | TRUSTEE | 5 | $57,047 |
| CAROLYN REID 520 WHITE RD, OPELIKA, AL 36801 | PRESIDENT | 20 | $45,000 |
| KENDALL CLINTON 44 SATTLER RD, SPRING BRANCH, TX 78070 | SECRETARY | 10 | $27,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CUMBERLAND TRUST CO 40 BURTON HILLS BLVD, STE 300, NASHVILLE, TN 37215 | TRUSTEE | 5 | $50,931 |
| CAROLYN REID 520 WHITE RD, OPELIKA, AL 36801 | PRESIDENT | 20 | $40,000 |
| KENDALL CLINTON 44 SATTLER RD, SPRING BRANCH, TX 78070 | SECRETARY | 10 | $27,000 |
Address and contacts
- Address (IRS master file)
- 40 BURTON HILLS BLVD STE 300, NASHVILLE, TN 37215-6292
- In care of
- % MARK S DRAKE
- Signed the 990-PF
- CAROLYN REID, PRESIDENT
- Phone
- (615) 783-1446
- Return prepared by
- DAN LEE & ASSOCIATES PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6565366
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $21,795,279
- Income (IRS master file)
- $9,259,915
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,826,115 | $1,568,617 | $21,795,279 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,473,485 | $1,572,662 | $21,519,978 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-6565366).
Questions about DAVIDSON BRUCE CHARITABLE IRRV TR
- What is the EIN of DAVIDSON BRUCE CHARITABLE IRRV TR?
- The employer identification number (EIN) of DAVIDSON BRUCE CHARITABLE IRRV TR is 20-6565366.
- Is DAVIDSON BRUCE CHARITABLE IRRV TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to DAVIDSON BRUCE CHARITABLE IRRV TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVIDSON BRUCE CHARITABLE IRRV TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVIDSON BRUCE CHARITABLE IRRV TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVIDSON BRUCE CHARITABLE IRRV TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DAVIDSON BRUCE CHARITABLE IRRV TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $57,047 (CUMBERLAND TRUST CO, TRUSTEE).
- How much revenue does DAVIDSON BRUCE CHARITABLE IRRV TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,826,115, expenses of $1,568,617 and total assets of $21,795,279 at year end.
Other nonprofits in NASHVILLE
- THE COMMUNITY FDN OF MIDDLE TN INC EIN 62-1471789 · last filed 990 for 2024
- THE FRIST FOUNDATION EIN 62-1134070 · last filed 990-PF for 2024
- UNITED WAY OF MIDDLE TENNESSEE INC EIN 62-0533104 · last filed 990 for 2025
- SCARLETT FAMILY FOUNDATION EIN 20-1980932 · last filed 990-PF for 2025
- DETTWILLER FOUNDATION EIN 47-4954786 · last filed 990-PF for 2024
- LIVING LEGACY FOUNDATION EIN 82-3829140 · last filed 990-PF for 2024
- DUGAS FAMILY FOUNDATION II INC EIN 46-1031688 · last filed 990-PF for 2024
- DUGAS FAMILY FOUNDATION INC EIN 26-3847853 · last filed 990-PF for 2024
All nonprofits in NASHVILLE · Tennessee · Philanthropy, voluntarism and grantmaking foundations