Civic Intelligence

The Herman and Emmie Bolden Charitable Trust

990PF • Fiscal year 2023 • EIN 45-5585842

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 10, 2023

Organization Profile
P O Box 11426Birmingham, AL 35202

(205) 264-5590

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

34th percentile

$88,148

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

99th percentile

549%

Faster asset growth than 99% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

11166%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$13,837,186

Up $11,703,930 (+549%) from 2022

Net Assets

Up

$13,837,186

Up $11,703,930 (+549%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Up

$11,901,346

Up $11,795,708 (+11166%) from 2022

Expenses

Up

$197,416

Up $37,418 (+23%) from 2022

Net Income

Up

$11,703,930

Up $11,758,290 (+21630%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$15M$10M$5.0M$0Assets 2013: $2,808,787Liabilities 2013: $02013Assets 2014: $2,610,531Liabilities 2014: $0Net Assets 2014: $2,610,5312014Assets 2015: $2,380,685Liabilities 2015: $02015Assets 2016: $1,568,793Liabilities 2016: $02016Assets 2020: $1,890,338Liabilities 2020: $02020Assets 2021: $2,187,616Liabilities 2021: $0Net Assets 2021: $2,187,6162021Assets 2022: $2,133,256Liabilities 2022: $0Net Assets 2022: $2,133,2562022Assets 2023: $13,837,186Liabilities 2023: $0Net Assets 2023: $13,837,1862023Assets 2024: $13,645,637Liabilities 2024: $0Net Assets 2024: $13,645,6372024Assets 2025: $13,181,164Liabilities 2025: $0Net Assets 2025: $13,181,1642025

Highlighted filing

2023

Assets$13,837,186
Liabilities$0
Net Assets$13,837,186
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2013: -$883Expenses 2013: $527,160Net Income 2013: -$528,0432013Revenue 2014: $334,072Expenses 2014: $531,900Net Income 2014: -$197,8282014Revenue 2015: $267,378Expenses 2015: $479,439Net Income 2015: -$212,0612015Revenue 2016: -$277,170Expenses 2016: $534,547Net Income 2016: -$811,7172016Revenue 2020: $1,013,059Expenses 2020: $72,739Net Income 2020: $940,3202020Revenue 2021: $423,388Expenses 2021: $126,110Net Income 2021: $297,2782021Revenue 2022: $105,638Expenses 2022: $159,998Net Income 2022: -$54,3602022Revenue 2023: $11,901,346Expenses 2023: $197,416Net Income 2023: $11,703,9302023Revenue 2024: $373,507Expenses 2024: $565,056Net Income 2024: -$191,5492024Revenue 2025: $449,636Expenses 2025: $914,109Net Income 2025: -$464,4732025

Highlighted filing

2023

Revenue$11,901,346
Expenses$197,416
Net Income$11,703,930
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$88,148-$88,148
Filing and Contact Details

Filer

Filer Name
Herman & Emmie Bolden Charitable
EIN
45-5585842
Phone
2052645590
Address
P O BOX 11426, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Private Wealth Management
Title
Trustee
Phone
2052645590
Signed
2023-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Aldridge Borden & Company Pc
Address
74 COMMERCE STREET, MONTGOMERY, AL 36104
Preparer
Rhonda L Sibley CPA
Phone
3348346640
Raw XML Appendix289 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012290254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012871988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0THRU REGIONS BANK
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0156290
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0112373
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt093919
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0362582
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0362582
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0112373
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt057296
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt030852
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt088148
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0103925
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0103925
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt011538764
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0150774
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0156290
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011703930
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01647551
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt093919
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0325638
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0576
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0164221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031428
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0197416
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0357066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt011901346
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt060296
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt031428
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt093491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt049840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11485322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1113414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1113414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt048815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11598736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM GAIN (LOSSES)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE SALES DETAIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LONG TERM GAIN (LOSSES)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SEE SALES DETAIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ELIMINATION OF FRACTIONS - LIBERTY A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ELIMINATION OF FRACTIONS - LIBERTY A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0112373
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1041
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011703930
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013837186
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02133256
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013837186
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0498945
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0498945
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0498945
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0503471
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04526
IRS990PF/DistributableAmountGrp/TotalTaxAmt04526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04526
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01400
IRS990PF/FMVAssetsEOYAmt014418920
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0165797
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01546932
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01546932
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01967459
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012290254
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IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02133256
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt013837186
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02133256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013837186
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014418920
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02133256
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013837186
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02133256
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013837186
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010222757
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0704937
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09517820
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0153341
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0503471
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010069416
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010222757
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0REGIONS PRIVATE WEALTH MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt088148
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01900 5TH AVE NORTH STE 2500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd035203
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0164221
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0164221
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01900 5TH AVENUE NORTH STE 2500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BIRMINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd035203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LAJ SIMS
IRS990PF/StatementsRegardingActyGrp/PhoneNum02052645590
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE BOLDEN CHARITABLE TRUST DOES NOT DIRECTLY HOLD CHARITABLE ACTIVITIES. INSTEAD, THE CHARITABLE TRUST MAKES DONATIONS TO NUMEROUS CHARITIES.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE APPLICATION AND FORMAT ARE UNRESTRICTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LAJ SIMS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02052645590
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0201 MILAN PARKWAY SECOND FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd035211
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FUNDS ARE DONATED FOR RELIGIOUS, LITERARY, SCIENTIFIC, EDUCATIONAL, OR CHARITABLE PURPOSES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt033256
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt116628
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220785
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt333256
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE - GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE - GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE - GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE - GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ARTHRITIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EVERGREEN FIRST UNITED METHODIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UAB COMPREHENSIVE CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 CAHABA PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13800 COLONADE PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2118 DESPLOUS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31824 6TH AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1STE 140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EVERGREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd335233
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0103925
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0164221
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0498945
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0334724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt037126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019818
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011061
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0101403
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0254333
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0334724
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt089017
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt037126
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019818
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0164221
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt089017
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0423741
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF HERMAN D BOLDEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0REGIONS BANK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt0PO BOX 11426
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BIRMINGHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035202
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011538764
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt0576
TaxesSchedule/TaxesDetail/Amt11767
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0576
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS PRIVATE WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02052645590
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERMAN & EMMIE BOLDEN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST C/0 REGIONS BANK
ReturnHeader/Filer/BusinessNameControlTxt0HERM
ReturnHeader/Filer/EIN0455585842
ReturnHeader/Filer/PhoneNum02052645590
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 11426
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630781330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRIDGE BORDEN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt074 COMMERCE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036104
ReturnHeader/PreparerPersonGrp/PhoneNum03348346640
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONDA L SIBLEY CPA
ReturnHeader/ReturnTs02023-11-14T13:59:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAJ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,837,186
Liabilities
$0
Net assets
$13,837,186
Revenue
$11,901,346
Expenses
$197,416
Net income
$11,703,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.45$0.91$0.46
2024Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.37$0.57$0.19
2023Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$11.9$0.20$11.7
2022Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.11$0.16$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.42$0.13$0.30
2020Summary only. Only limited summary data is available for this year.$1.89$0.00$1.01$0.07$0.94
2016Summary only. Only limited summary data is available for this year.$1.57$0.00$0.28$0.53$0.81
2015Summary only. Only limited summary data is available for this year.$2.38$0.00$0.27$0.48$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.33$0.53$0.20
2013Summary only. Only limited summary data is available for this year.$2.81$0.00$0.00$0.53$0.53