2026-05-13T21:50:24-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 872914039 Al King Family Foundation % Foundation Source ALKI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Al King III President 8008391754 2026-05-01 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 12686712 X 1042343 462261 462261 5604 5604 11028 587431 11028 1521236 478893 0 1284 1284 62400 34818 34818 98502 1284 34818 415172 415172 513674 1284 449990 1007562 477609 0 11562860 11813748 11813748 742898 745245 109760 123536 127719 11672620 12680182 12686712 0 0 X 11672620 12680182 11672620 12680182 11672620 12680182 11672620 1007562 12680182 12680182 Publicly-traded Securities 587431 576403 11028 11028 11028 6639 6639 6639 6778 0 6778 X 0 139 139 0 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Al W King III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 269406 11537412 0 11806818 0 11806818 177102 11629716 581486 581486 6639 6639 574847 574847 574847 449990 0 0 0 0 449990 574847 357121 2023 2022 2021 449990 357121 92869 0 0 481978 0 0 Al W King III X TOWN OF FAIRFIELD PO BOX 149 FAIRFIELD ME 04937 N/A GOV Fairfield Fire & Rescue - 2025 FORD E-450 DEMERS MX-170 AMBULANCE FUND 367600 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 47572 415172 14 462261 14 5604 18 11028 478893 478893 false false false false false false false false false false X X 1 King III Al W 37 Ferry Lane East Westport CT 06880 1042343 X 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 1305 1452 AQR LONG-SHORT EQUITY FUND CLA 12526 13407 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 6463 6372 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 8470 12585 HARTFORD SHORT DURATION FUND C 12730 12705 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 11139 11148 JOHNSON & JOHNSON 311 365 JP MORGAN CHASE 715 740 JP MORGAN MTG BACKED ETF 6324 6331 JP MORGAN ULTRA SHORT INCOME E 690 690 JPMORGAN LARGE CAP GROWTH FUND 11197 10008 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 1220 1162 MORGAN STANLEY INST FUND INC U 10021 10195 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 2402 2347 VANGUARD EMERGING MARKETS GOVE 1249 1263 VANGUARD GOVT BOND ETF INTERME 5642 5628 VANGUARD INTERMEDIATE TERM COR 2996 2979 VANGUARD LT GOV BOND ETF 2874 2834 VANGUARD SHOR-TERM GOV BOND 4760 4753 VANGUARD SHORT TERM CORPORATE 3663 3653 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 742898 745245 Administrative Fees 34793 34793 State or Local Filing Fees 25 25 Investment Management Services 1284 1284 990-PF Estimated Tax for 2025 5200 990-PF Extension for 2024 57200