Davidson Bruce Charitable Irrv Tr

Nashville, TN
Tax exemption issued: July 2005
EIN: 20-6565366

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,826,115

Expenses

$1,568,617

Net Income

$257,498

Net Assets

$21,795,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$195,798	10.7%
Dividends	$550,293	30.1%
Sales of Assets	$1,082,442	59.3%
Other Income	-$2,418

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,402,496	89.4%
Compensation of Officers*	$129,047	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,795,279
Total Liabilities	$0
Net Assets	$21,795,279

Compensation

Key Employees and Officers	Compensation	Other
Cumberland Trust Co (Trustee)	$57,047	$0
Carolyn Reid (President)	$45,000	$0
Kendall Clinton (Secretary)	$27,000	$0

990-PF

Filed on Nov. 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

990-T

Filed on Nov. 5, 2025

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$2,473,485

Expenses

$1,572,662

Net Income

$900,823

Net Assets

$21,519,978

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$107,786	4.4%
Dividends	$638,132	25.8%
Sales of Assets	$1,725,748	69.8%
Other Income	$1,819	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,425,242	90.6%
Compensation of Officers*	$117,931	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,519,978
Total Liabilities	$0
Net Assets	$21,519,978

Compensation

Key Employees and Officers	Compensation	Other
Cumberland Trust Co (Trustee)	$50,931	$0
Carolyn Reid (President)	$40,000	$0
Kendall Clinton (Secretary)	$27,000	$0

990-PF

Filed on Nov. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

Filed on Nov. 5, 2024

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$676,453

Expenses

$1,679,817

Net Income

-$1,003,364

Net Assets

$20,499,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$120,189	17.8%
Dividends	$549,674	81.3%
Sales of Assets	$5,704	0.8%
Other Income	$886	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,533,992	91.3%
Compensation of Officers*	$177,063	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,499,301
Total Liabilities	$0
Net Assets	$20,499,301

Compensation

Key Employees and Officers	Compensation	Other
Kim Montgomery (Executive Di)	$60,000	$0
Cumberland Trust Co (Trustee)	$53,063	$0
Carolyn Reid (President)	$40,000	$0
Kendall Clinton (Secretary)	$24,000	$0

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990-PF

Filed on Oct. 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

Filed on Oct. 26, 2023

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$1,753,050

Expenses

$1,544,822

Net Income

$208,228

Net Assets

$21,727,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$150,804	8.6%
Dividends	$368,061	21.0%
Sales of Assets	$1,231,923	70.3%
Other Income	$2,262	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,382,709	89.5%
Compensation of Officers*	$174,167	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,727,242
Total Liabilities	$0
Net Assets	$21,727,242

Compensation

Key Employees and Officers	Compensation	Other
Cumberland Trust Co (Trustee)	$57,667	$0
Kim Montgomery (Executive Di)	$52,500	$0
Carolyn Reid (President)	$40,000	$0
Kendall Clinton (Secretary)	$24,000	$0

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990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

Filed on Nov. 9, 2022

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$847,132

Expenses

$1,497,087

Net Income

-$649,955

Net Assets

$21,025,699

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$219,976	26.0%
Dividends	$308,043	36.4%
Sales of Assets	$319,813	37.8%
Other Income	-$700

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,339,704	89.5%
Compensation of Officers*	$151,408	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,025,700
Total Liabilities	$1
Net Assets	$21,025,699

Compensation

Key Employees and Officers	Compensation	Other
Kim Montgomery (Executive Di)	$56,250	$0
Cumberland Trust Co (Trustee)	$50,520	$0
Carolyn Reid (President)	$40,000	$0
Kendall Clinton (Secretary)	$4,638	$0

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990-PF

Filed on Nov. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

Filed on Nov. 10, 2021

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$1,441,842

Expenses

$1,546,795

Net Income

-$104,953

Net Assets

$21,740,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$200,387	13.9%
Dividends	$443,434	30.8%
Sales of Assets	$794,059	55.1%
Other Income	$3,962	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,398,284	90.4%
Compensation of Officers*	$127,726	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,740,046
Total Liabilities	$1
Net Assets	$21,740,045

Compensation

Key Employees and Officers	Compensation	Other
Cumberland Trust Co (Trustee)	$49,507	$0
Carolyn Reid (President)	$40,000	$0
Kim Montgomery (Executive Di)	$38,219	$0
Ashley Yates (Secretary)	$0	$0

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990-PF

Filed on Oct. 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$762,119

Expenses

$1,379,800

Net Income

-$617,681

Net Assets

$21,852,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$193,342	25.4%
Dividends	$415,020	54.5%
Sales of Assets	$154,348	20.3%
Other Income	-$591

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,199,135	86.9%
Compensation of Officers*	$89,910	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,852,000
Total Liabilities	$0
Net Assets	$21,852,000

Compensation

Key Employees and Officers	Compensation	Other
Cumberland Trust Co (Trustee)	$49,910	$0
Carolyn Reid (President)	$40,000	$0
Ashley Yates (Secretary)	$0	$0

990-PF

Filed on Nov. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$723,373

Expenses

$1,153,002

Net Income

-$429,629

Net Assets

$22,484,183

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$192,952	26.7%
Dividends	$399,509	55.2%
Sales of Assets	$131,116	18.1%
Other Income	-$204

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$971,543	84.3%
Compensation of Officers*	$93,548	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,484,183
Total Liabilities	$0
Net Assets	$22,484,183

Compensation

Key Employees and Officers	Compensation	Other
Cumberland Trust Co (Trustee)	$50,215	$0
Carolyn Reid (President)	$43,333	$0
Ashley Yates (Secretary)	$0	$0

990-PF

Filed on Nov. 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$6,145,739

Expenses

$893,416

Net Income

$5,252,323

Net Assets

$22,924,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,789,132	94.2%
Interest Revenue	$168,240	2.7%
Dividends	$260,167	4.2%
Sales of Assets	-$71,863
Other Income	$63	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$744,540	83.3%
Compensation of Officers*	$37,779	4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,924,310
Total Liabilities	$0
Net Assets	$22,924,310

Compensation

Key Employees and Officers	Compensation	Other
Cumberland Trust Co (Trustee)	$37,779	$0
Ashley Yates (Secretary)	$0	$0
Carolyn Reid (President)	$0	$0

990-PF

Filed on Nov. 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$4,808,041

Expenses

$651,571

Net Income

$4,156,470

Net Assets

$17,677,189

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000,000	> 100%
Interest Revenue	$41,960	0.9%
Dividends	$229,756	4.8%
Sales of Assets	-$472,644
Other Income	$8,969	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$509,471	78.2%
Compensation of Officers*	$10,080	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,677,189
Total Liabilities	$0
Net Assets	$17,677,189

Compensation

Key Employees and Officers	Compensation	Other
Cumberland Trust Co (Trustee)	$10,080	$0
Ashley Yates (Secretary)	$0	$0
Carolyn Reid (President)	$0	$0

990-PF

Filed on Nov. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$710,780

Expenses

$483,105

Net Income

$227,675

Net Assets

$14,014,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$408,310	57.4%
Sales of Assets	$298,644	42.0%
Other Income	$3,826	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$376,848	78.0%
Compensation of Officers*	$127,323	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,014,354
Total Liabilities	$0
Net Assets	$14,014,354

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$10,431,728

Expenses

$412,764

Net Income

$10,018,964

Net Assets

$13,887,029

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000,011	95.9%
Interest Revenue	$0
Dividends	$255,868	2.5%
Sales of Assets	$167,955	1.6%
Other Income	$7,894	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$355,240	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,887,029
Total Liabilities	$0
Net Assets	$13,887,029

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$87,858

Expenses

$344,964

Net Income

-$257,106

Net Assets

$3,627,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,951	83.0%
Sales of Assets	$9,255	10.5%
Other Income	$5,652	6.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$313,188	90.8%
Compensation of Officers*	$35,995	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,627,291
Total Liabilities	$0
Net Assets	$3,627,291

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$63,086

Expenses

$330,145

Net Income

-$267,059

Net Assets

$3,546,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,939	> 100%
Sales of Assets	$0
Other Income	$58,204	92.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$283,611	85.9%
Compensation of Officers*	$15,658	4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,546,033
Total Liabilities	$0
Net Assets	$3,546,033

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated October 22, 2026

Davidson Bruce Charitable Irrv Tr

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005