Nonprofit · EIN 63-1106997
BENJAMIN & FRANCES DAVID CHARITABLE FOUNDATION
Tax-exempt · BIRMINGHAM, AL 35242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $184,984 | $273,735 | -$88,751 | $721,514 | $0 | $721,514 |
| October 31, 2024 | 990-PF | $58,095 | $185,204 | -$127,109 | $810,265 | $0 | $810,265 |
| October 31, 2023 | 990-PF | $53,923 | $189,599 | -$135,676 | $937,374 | $0 | $937,374 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $62,952
- Net gain from sales of assets
- $122,032
Expenses
- Grants and similar amounts paid
- $237,000
- Compensation of officers, directors and key employees
- $30,000
- Disbursements for charitable purposes
- $270,953
- Excise tax on investment income
- $2,788
Balance sheet and other
- Total assets, start of year
- $810,265
- Total assets, end of year
- $721,514
- Total liabilities, end of year
- $0
- Net assets, end of year
- $721,514
- Fair market value of assets
- $2,450,097
- Qualifying distributions
- $270,953
- Net investment income
- $203,346
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERESA DAVID TRONCALE 1021 CHEDWORTH COURT, BIRMINGHAM, AL 35242 | PRESIDENT/DIRECTOR | 2 | $30,000 |
| MARY A DAVID 3513 BIRCHWOOD LAND, BIRMINGHAM, AL 35243 | TREASURER/DIRECTOR | 2 | $0 |
| CAROL CHRISTIANSEN 3852 TIMBERLINE WAY, BIRMINGHAM, AL 35243 | SECRETARY/DIRECTOR | 2 | $0 |
990-PF for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERESA DAVID TRONCALE 1021 CHEDWORTH COURT, BIRMINGHAM, AL 35242 | PRESIDENT/DIRECTOR | 2 | $24,500 |
| MARY A DAVID 3513 BIRCHWOOD LAND, BIRMINGHAM, AL 35243 | TREASURER/DIRECTOR | 2 | $0 |
| CAROL CHRISTIANSEN 3852 TIMBERLINE WAY, BIRMINGHAM, AL 35243 | SECRETARY/DIRECTOR | 2 | $0 |
990-PF for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERESA DAVID TRONCALE 1021 CHEDWORTH COURT, BIRMINGHAM, AL 35242 | PRESIDENT/DIRECTOR | 2 | $20,000 |
| MARY A DAVID 3513 BIRCHWOOD LAND, BIRMINGHAM, AL 35243 | TREASURER/DIRECTOR | 2 | $0 |
| CAROL CHRISTIANSEN 3852 TIMBERLINE WAY, BIRMINGHAM, AL 35243 | SECRETARY/DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1021 CHEDWORTH CT, BIRMINGHAM, AL 35242-5877
- Signed the 990-PF
- TERESA DAVID TRONCOLE, PRESIDENT
- Phone
- (205) 253-5905
- Return prepared by
- HUNER & CYR 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 63-1106997
- 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
- 1995
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $721,514
- Income (IRS master file)
- $285,129
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $184,984 | $273,735 | $721,514 | XML |
| 990-PF | October 2024 | $58,095 | $185,204 | $810,265 | XML |
| 990-PF | October 2023 | $53,923 | $189,599 | $937,374 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 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 63-1106997).
Questions about BENJAMIN & FRANCES DAVID CHARITABLE FOUNDATION
- What is the EIN of BENJAMIN & FRANCES DAVID CHARITABLE FOUNDATION?
- The employer identification number (EIN) of BENJAMIN & FRANCES DAVID CHARITABLE FOUNDATION is 63-1106997.
- Is BENJAMIN & FRANCES DAVID CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to BENJAMIN & FRANCES DAVID CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BENJAMIN & FRANCES DAVID CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BENJAMIN & FRANCES DAVID CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BENJAMIN & FRANCES DAVID CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of BENJAMIN & FRANCES DAVID CHARITABLE FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $30,000 (TERESA DAVID TRONCALE, PRESIDENT/DIRECTOR).
- How much revenue does BENJAMIN & FRANCES DAVID CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $184,984, expenses of $273,735 and total assets of $721,514 at year end.
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