Nonprofit · EIN 72-6212181
FRANK LADD DUVALLE AND VIVIAN LAVERNE DUVALLE CHARITABLE
Tax-exempt · MOBILE, AL 36633
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $97,708 | $73,611 | $24,097 | $1,175,621 | $0 | $1,175,621 |
| December 31, 2024 | 990-PF | $92,624 | $68,016 | $24,608 | $1,151,777 | $0 | $1,151,777 |
| December 31, 2023 | 990-PF | $57,278 | $73,056 | -$15,778 | $1,126,957 | $0 | $1,126,957 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $35,227
- Net gain from sales of assets
- $62,481
Expenses
- Grants and similar amounts paid
- $61,400
- Compensation of officers, directors and key employees
- $7,698
- Disbursements for charitable purposes
- $66,649
- Excise tax on investment income
- $1,280
Balance sheet and other
- Total assets, start of year
- $1,151,777
- Total assets, end of year
- $1,175,621
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,175,621
- Fair market value of assets
- $1,538,496
- Qualifying distributions
- $66,649
- Net investment income
- $97,109
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 11 NORTH WATER STREET, MOBILE, AL 36602 | CO-TRUSTEE | 2 | $5,198 |
| THOMAS F GARTH PO BOX 2727, MOBILE, AL 36652 | CO-TRUSTEE | 0.1 | $2,500 |
| DEBRA A SHIELDS 110 SCHOOLEY CIRCLE, DAPHNE, AL 36526 | CO-TRUSTEE | 0.1 | $0 |
| IAN H SHIELDS 3000 ALEXANDER CT, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 0.1 | $0 |
| WILLIAM W SHIELDS 13 BRADLEY PARK DR, HINGHAM, MA 02043 | CO-TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 11 NORTH WATER STREET, MOBILE, AL 36602 | CO-TRUSTEE | 2 | $4,871 |
| THOMAS F GARTH PO BOX 2727, MOBILE, AL 36652 | CO-TRUSTEE | 0.1 | $2,500 |
| DEBRA A SHIELDS 110 SCHOOLEY CIRCLE, DAPHNE, AL 36526 | CO-TRUSTEE | 0.1 | $0 |
| IAN H SHIELDS 3000 ALEXANDER CT, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 0.1 | $0 |
| WILLIAM W SHIELDS 13 BRADLEY PARK DR, HINGHAM, MA 02043 | CO-TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 11 NORTH WATER STREET, MOBILE, AL 36602 | CO-TRUSTEE | 2 | $4,470 |
| THOMAS F GARTH PO BOX 2727, MOBILE, AL 36652 | CO-TRUSTEE | 0.1 | $2,500 |
| DEBRA A SHIELDS 110 SCHOOLEY CIRCLE, DAPHNE, AL 36526 | CO-TRUSTEE | 0.1 | $0 |
| IAN H SHIELDS 3000 ALEXANDER CT, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 0.1 | $0 |
| WILLIAM W SHIELDS 13 BRADLEY PARK DR, HINGHAM, MA 02043 | CO-TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1628, MOBILE, AL 36633-1628
- In care of
- % AM SOUTH BANK
- Signed the 990-PF
- REGIONS BANK, CO-TRUSTEE
- Phone
- (251) 438-8044
- Return prepared by
- SMITH DUKES & BUCKALEW LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 72-6212181
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,175,621
- Income (IRS master file)
- $423,369
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $97,708 | $73,611 | $1,175,621 | IRS |
| 990-PF | December 2024 | $92,624 | $68,016 | $1,151,777 | IRS |
| 990-PF | December 2023 | $57,278 | $73,056 | $1,126,957 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 72-6212181).
Questions about FRANK LADD DUVALLE AND VIVIAN LAVERNE DUVALLE CHARITABLE
- What is the EIN of FRANK LADD DUVALLE AND VIVIAN LAVERNE DUVALLE CHARITABLE?
- The employer identification number (EIN) of FRANK LADD DUVALLE AND VIVIAN LAVERNE DUVALLE CHARITABLE is 72-6212181.
- Is FRANK LADD DUVALLE AND VIVIAN LAVERNE DUVALLE CHARITABLE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to FRANK LADD DUVALLE AND VIVIAN LAVERNE DUVALLE CHARITABLE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRANK LADD DUVALLE AND VIVIAN LAVERNE DUVALLE CHARITABLE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRANK LADD DUVALLE AND VIVIAN LAVERNE DUVALLE CHARITABLE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRANK LADD DUVALLE AND VIVIAN LAVERNE DUVALLE CHARITABLE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of FRANK LADD DUVALLE AND VIVIAN LAVERNE DUVALLE CHARITABLE?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 2 received compensation from the organization, the highest $5,198 (REGIONS BANK, CO-TRUSTEE).
- How much revenue does FRANK LADD DUVALLE AND VIVIAN LAVERNE DUVALLE CHARITABLE have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $97,708, expenses of $73,611 and total assets of $1,175,621 at year end.
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