Nonprofit · EIN 45-5585842
THE HERMAN AND EMMIE BOLDEN CHARITABLE TRUST
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $449,636 | $914,109 | -$464,473 | $13,181,164 | $0 | $13,181,164 |
| June 30, 2024 | 990-PF | $373,507 | $565,056 | -$191,549 | $13,645,637 | $0 | $13,645,637 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $195,072
- Interest
- $249,600
- Net gain from sales of assets
- $4,964
Expenses
- Grants and similar amounts paid
- $760,000
- Compensation of officers, directors and key employees
- $144,783
- Disbursements for charitable purposes
- $857,109
- Excise tax on investment income
- $5,525
Balance sheet and other
- Total assets, start of year
- $13,645,637
- Total assets, end of year
- $13,181,164
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,181,164
- Fair market value of assets
- $15,343,953
- Qualifying distributions
- $857,109
- Net investment income
- $449,636
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS PRIVATE WEALTH MANAGEMENT 1900 5TH AVE NORTH STE 2500, BIRMINGHAM, AL 35203 | TRUSTEE | 5 | $144,783 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS PRIVATE WEALTH MANAGEMENT 1900 5TH AVE NORTH STE 2500, BIRMINGHAM, AL 35203 | TRUSTEE | 5 | $137,743 |
Address and contacts
- Address (IRS master file)
- PO BOX 11426, BIRMINGHAM, AL 35202-1426
- In care of
- % REGIONS BK
- Signed the 990-PF
- REGIONS PRIVATE WEALTH MANAGEMENT, TRUSTEE
- Phone
- (205) 264-5590
- Return prepared by
- ALDRIDGE BORDEN & COMPANY 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-5585842
- 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
- 2014
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $13,181,164
- Income (IRS master file)
- $2,168,482
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $449,636 | $914,109 | $13,181,164 | XML |
| 990-PF | June 2024 | $373,507 | $565,056 | $13,645,637 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 45-5585842).
Questions about THE HERMAN AND EMMIE BOLDEN CHARITABLE TRUST
- What is the EIN of THE HERMAN AND EMMIE BOLDEN CHARITABLE TRUST?
- The employer identification number (EIN) of THE HERMAN AND EMMIE BOLDEN CHARITABLE TRUST is 45-5585842.
- Is THE HERMAN AND EMMIE BOLDEN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to THE HERMAN AND EMMIE BOLDEN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE HERMAN AND EMMIE BOLDEN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE HERMAN AND EMMIE BOLDEN CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HERMAN AND EMMIE BOLDEN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE HERMAN AND EMMIE BOLDEN CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $144,783 (REGIONS PRIVATE WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does THE HERMAN AND EMMIE BOLDEN CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $449,636, expenses of $914,109 and total assets of $13,181,164 at year end.
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