AL KING FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- AL KING FAMILY FOUNDATION (EIN 87-2914039)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349104696
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T21:50:24-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 872914039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Al King Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ALKI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Al King III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,686,712 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,042,343 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $462,261 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $462,261 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,604 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,604 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $587,431 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,028 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,521,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $478,893 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,284 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,284 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $62,400 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $34,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $34,818 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,502 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,818 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $415,172 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $415,172 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $513,674 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $449,990 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,007,562 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $477,609 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,562,860 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,813,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,813,748 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $742,898 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $745,245 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $109,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $123,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $127,719 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,672,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,680,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,686,712 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,672,620 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,680,182 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,672,620 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,680,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,672,620 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,680,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,672,620 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,007,562 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,680,182 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,680,182 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $587,431 | GrossSalesPriceAmt |
| Cost Or Other Basis | $576,403 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,028 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,028 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,028 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,639 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,639 | SubtotalAmt |
| Tax Based On Investment Income | $6,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,778 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,778 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $139 | OverpaymentAmt |
| Applied To ES Tax | $139 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Al W King III | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $269,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,537,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,806,818 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,806,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $177,102 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,629,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $581,486 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $581,486 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,639 | TotalTaxAmt |
| Distributable Before Adj | $574,847 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $574,847 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $574,847 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $449,990 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $449,990 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $574,847 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $357,121 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $449,990 | QualifyingDistributionsAmt |
| Applied To Year1 | $357,121 | AppliedToYear1Amt |
| Applied To Current Year | $92,869 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $481,978 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Al W King III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TOWN OF FAIRFIELD | |||||||
| PO BOX 149 | FAIRFIELD | ME | 04937 | N/A | GOV | Fairfield Fire & Rescue - 2025 FORD E-450 DEMERS MX-170 AMBULANCE FUND | $367,600 |
| UNIVERSITY OF SOUTH DAKOTA FOUNDATION | |||||||
| 1110 N DAKOTA ST | VERMILLION | SD | 57069 | N/A | PC | USD Knudson School of Law, South Dakota Trust Company, McDowell and King Chair in Trust and Estate Law Fund | $47,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $415,172 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $462,261 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,028 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $478,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $478,893 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | King III Al W | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 Ferry Lane East | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,042,343 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (96 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $114 | $105 |
| ABBVIE INC | $111 | $114 |
| ADVANCED MICRO DEVICES INC | $70 | $96 |
| ALPHABET INC CL A | $676 | $837 |
| AMAZON COM | $526 | $520 |
| AMERICAN TOWER REIT INC | $152 | $140 |
| AMGEN INC | $248 | $287 |
| ANALOG DEVICES INC | $223 | $248 |
| APPLE INC | $1,305 | $1,452 |
| AQR LONG-SHORT EQUITY FUND CLA | $12,526 | $13,407 |
| AT&T, INC | $122 | $105 |
| BANK OF AMERICA CORP | $113 | $120 |
| BERKSHIRE HATHAWAY INC. CLASS | $164 | $168 |
| BOSTON SCIENTIFIC | $132 | $130 |
| BRANDYWINEGLOBAL HIGH YIELD FU | $6,463 | $6,372 |
| BROADCOM INC | $321 | $322 |
| CHENIERE ENERGY INC | $287 | $241 |
| CHIPOTLE MEX GRILL | $87 | $82 |
| CISCO SYSTEMS INC | $116 | $115 |
| COLGATE-PALMOLIVE COMPANY | $157 | $153 |
| CONSTELLATION ENERGY GROUP INC | $159 | $165 |
| COSTCO WHOLESALE CORPORATION | $187 | $175 |
| CROWN CASTLE INTL | $119 | $114 |
| DELL TECHNOLOGIES INC CLASS C | $160 | $152 |
| EATON CORP PLC | $184 | $159 |
| ECOLAB INC | $163 | $162 |
| ELI LILLY & CO | $217 | $307 |
| EXXON MOBIL CORP | $393 | $418 |
| FREEPORT-MCMORAN COPPER & GOLD | $176 | $199 |
| GE VERNOVA | $146 | $156 |
| GEN DYNAMICS CP | $98 | $102 |
| GILEAD SCIENCES INC | $59 | $64 |
| GOLDMAN SACHS GROUP | $131 | $143 |
| HARTFORD MUTUAL FDS INC INTL V | $8,470 | $12,585 |
| HARTFORD SHORT DURATION FUND C | $12,730 | $12,705 |
| HOME DEPOT INC | $465 | $384 |
| HONEYWELL INTL | $277 | $322 |
| INTUIT | $183 | $178 |
| INVESCO VARIABLE RATE PREFERRE | $312 | $305 |
| ISHARES TRUST FALLEN ANGELS US | $465 | $458 |
| JANUS HENDERSON MORTGAGEBACKED | $11,139 | $11,148 |
| JOHNSON & JOHNSON | $311 | $365 |
| JP MORGAN CHASE | $715 | $740 |
| JP MORGAN MTG BACKED ETF | $6,324 | $6,331 |
| JP MORGAN ULTRA SHORT INCOME E | $690 | $690 |
| JPMORGAN LARGE CAP GROWTH FUND | $11,197 | $10,008 |
| KEURIG DR PEPPER INC | $111 | $115 |
| LOCKHEED MARTIN CORP | $99 | $101 |
| MCDONALD'S CORP | $114 | $115 |
| MERCK & CO INC | $131 | $166 |
| META PLATFORMS INC | $226 | $192 |
| MICROSOFT CORP | $1,220 | $1,162 |
| MORGAN STANLEY INST FUND INC U | $10,021 | $10,195 |
| NASDAQ OMX GROUP | $159 | $171 |
| NETFLIX INC | $227 | $188 |
| NEXTERA ENERGY, INC | $285 | $322 |
| NVIDIA CORP | $848 | $890 |
| ORACLE CORP | $191 | $127 |
| PALO ALTO NETWORKS INC | $150 | $136 |
| PFIZER INC | $193 | $179 |
| PHILIP MORRIS INTL | $129 | $127 |
| PROCTER GAMBLE CO | $214 | $195 |
| PROGRESSIVE CORP OHIO | $129 | $122 |
| REPUBLIC SVCS INC | $152 | $150 |
| S&P GLOBAL INC COM | $134 | $140 |
| SALESFORCE.COM | $156 | $170 |
| SCHLUMBERGER LTD | $125 | $141 |
| SCHWAB US TIPS | $389 | $383 |
| SEMPRA ENERGY COM | $304 | $311 |
| SHERWIN-WILLIAMS CO | $94 | $87 |
| SPDR BARCLAYS CAPITAL 1-3 MONT | $51 | $51 |
| SPDR BLACKSTONE/GSO SENIOR LOA | $733 | $728 |
| STRYKER CORPORATION | $81 | $76 |
| T-MOBILE US INC | $207 | $178 |
| TESLA MOTORS INC | $163 | $173 |
| THE BLACKSTONE GROUP INC CL A | $338 | $282 |
| THE COCA-COLA CO | $159 | $166 |
| THERMO FISHER SCIENTIFIC INC | $352 | $425 |
| TJX COMPANIES INC | $81 | $89 |
| TRANE TECHNOLOGIES PLC | $155 | $148 |
| UNION PACIFIC | $231 | $238 |
| UNITEDHEALTH GROUP INC | $127 | $123 |
| US BANCORP | $132 | $140 |
| VANGUARD CORP BOND ETF LONG TE | $2,402 | $2,347 |
| VANGUARD EMERGING MARKETS GOVE | $1,249 | $1,263 |
| VANGUARD GOVT BOND ETF INTERME | $5,642 | $5,628 |
| VANGUARD INTERMEDIATE TERM COR | $2,996 | $2,979 |
| VANGUARD LT GOV BOND ETF | $2,874 | $2,834 |
| VANGUARD SHOR-TERM GOV BOND | $4,760 | $4,753 |
| VANGUARD SHORT TERM CORPORATE | $3,663 | $3,653 |
| VANGUARD TOTAL INTL BD IDX ETF | $926 | $907 |
| VISA INC | $235 | $242 |
| WAL-MART STORES INC | $115 | $124 |
| WELLS FARGO & CO | $443 | $491 |
| WELLTOWER INC. | $92 | $102 |
| WILLIAMS COS | $145 | $145 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $742,898 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $745,245 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $34,793 | $34,793 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $1,284 | Amt |
| Net Investment Income | $1,284 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $5,200 |
| 990-PF Extension for 2024 | $57,200 |
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