Civic Intelligence

Mildred Alderson Trust

990PF • Fiscal year 2020 • EIN 54-6426438

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

2828 Emerywood ParkwayRichmond, VA 23294

(804) 672-8862

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

56th percentile

8.5%

Higher net margin than 56% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$1,637

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

49th percentile

1.0%

Faster asset growth than 49% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

43%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$188,623

Up $1,814 (+1.0%) from 2019

Net Assets

Up

$188,623

Up $1,814 (+1.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$14,807

Up $4,417 (+43%) from 2019

Expenses

Down

$13,543

Down $179 (-1.3%) from 2019

Net Income

Up

$1,264

Up $4,596 (+138%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $209,402Liabilities 2011: $02011Assets 2012: $209,966Liabilities 2012: $02012Assets 2013: $202,671Liabilities 2013: $02013Assets 2014: $202,946Liabilities 2014: $320Net Assets 2014: $202,6262014Assets 2015: $200,855Liabilities 2015: $0Net Assets 2015: $200,8552015Assets 2016: $194,187Liabilities 2016: $0Net Assets 2016: $194,1872016Assets 2017: $191,398Liabilities 2017: $0Net Assets 2017: $191,3982017Assets 2018: $190,141Liabilities 2018: $0Net Assets 2018: $190,1412018Assets 2019: $186,809Liabilities 2019: $0Net Assets 2019: $186,8092019Assets 2020: $188,623Liabilities 2020: $0Net Assets 2020: $188,6232020Assets 2021: $194,986Liabilities 2021: $0Net Assets 2021: $194,9862021Assets 2022: $191,946Liabilities 2022: $0Net Assets 2022: $191,9462022Assets 2023: $185,938Liabilities 2023: $0Net Assets 2023: $185,9382023Assets 2024: $188,069Liabilities 2024: $0Net Assets 2024: $188,0692024

Highlighted filing

2020

Assets$188,623
Liabilities$0
Net Assets$188,623

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $12,096Expenses 2011: $12,135Net Income 2011: -$392011Revenue 2012: $12,683Expenses 2012: $12,119Net Income 2012: $5642012Revenue 2013: $4,936Expenses 2013: $12,231Net Income 2013: -$7,2952013Revenue 2014: $12,290Expenses 2014: $12,335Net Income 2014: -$452014Revenue 2015: $11,861Expenses 2015: $13,632Net Income 2015: -$1,7712015Revenue 2016: $6,719Expenses 2016: $13,387Net Income 2016: -$6,6682016Revenue 2017: $10,013Expenses 2017: $12,802Net Income 2017: -$2,7892017Revenue 2018: $12,440Expenses 2018: $13,697Net Income 2018: -$1,2572018Revenue 2019: $10,390Expenses 2019: $13,722Net Income 2019: -$3,3322019Revenue 2020: $14,807Expenses 2020: $13,543Net Income 2020: $1,2642020Revenue 2021: $20,006Expenses 2021: $13,643Net Income 2021: $6,3632021Revenue 2022: $11,953Expenses 2022: $14,993Net Income 2022: -$3,0402022Revenue 2023: $7,007Expenses 2023: $13,015Net Income 2023: -$6,0082023Revenue 2024: $15,024Expenses 2024: $12,893Net Income 2024: $2,1312024

Highlighted filing

2020

Revenue$14,807
Expenses$13,543
Net Income$1,264
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIRGINIA BAPTIST FOUNDATIONInstitutional Trustee-$1,637-$1,637
Filing and Contact Details

Filer

Filer Name
Mildred Alderson Trust
EIN
54-6426438
Phone
8046728862
Address
2828 EMERYWOOD PARKWAY, RICHMOND, VA 23294

Signing Officer

Name
Todd J Fuller
Title
Trustee
Phone
8046728862
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
200 SOUTH 10TH ST STE 900, RICHMOND, VA 23219
Preparer
Brooks E Nelson
Phone
8046735700
Raw XML Appendix280 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0700
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0188623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VBF 8.0% TARGET PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0250996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05292
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09515
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt014807
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt014807
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09515
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01637
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01637
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010930
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010930
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05292
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05292
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01264
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt020217
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09515
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012979
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0191
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt013543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt014807
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt014807
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01828
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VBF LEGACY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VBF LEGACY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09515
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01264
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0550
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0188623
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0186809
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0188623
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011413
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010863
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011413
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011043
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0550
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0180
IRS990PF/DistributableAmountGrp/TotalTaxAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0250996
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0186809
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0188623
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0250996
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0186809
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0188623
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0186809
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0188623
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0250996
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0186809
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0188623
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0186809
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0188623
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0224215
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0-588
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0224803
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03363
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011043
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0220852
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0224215
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01637
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0VIRGINIA BAPTIST FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02828 EMERYWOOD PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd023294
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt011630
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011630
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt011630
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VIRGINIA BAPTIST FOUNDATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02828 EMERYWOOD PARKWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RICHMOND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd023294
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08046728862
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MARCUS WATSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1TONY B LODGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0500 W MONROE ST 28
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13700 O ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060661
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120057
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010930
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0700
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010930
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011630
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010713
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010930
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0550
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURNED GRANT
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/Amt1191
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1191
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD J FULLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08046728862
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILDRED ALDERSON TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALDE
ReturnHeader/Filer/EIN0546426438
ReturnHeader/Filer/PhoneNum08046728862
ReturnHeader/Filer/USAddress/AddressLine1Txt02828 EMERYWOOD PARKWAY
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023294
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 SOUTH 10TH ST STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023219
ReturnHeader/PreparerPersonGrp/PhoneNum08046735700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BROOKS E NELSON
ReturnHeader/ReturnTs02021-05-16T18:05:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TODD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FULLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.15$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.07$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.12$0.15$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.20$0.14$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.15$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.10$0.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.12$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.10$0.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.07$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.12$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.12$0.12$0.00
2013Summary only. Only limited summary data is available for this year.$2.03$0.00$0.05$0.12$0.07
2012Summary only. Only limited summary data is available for this year.$2.10$0.00$0.13$0.12$0.01
2011Summary only. Only limited summary data is available for this year.$2.09$0.00$0.12$0.12$0.00