Nonprofit · EIN 34-7106580
CATHY & ROBERT J KING JR FAM FOUNDATION TR
Also known as STOCKWELL JOHN P TTEE
Tax-exempt · BONITA SPGS, FL 34134
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $157,679 | $86,949 | $70,730 | $555,319 | $0 | $555,319 |
| June 30, 2024 | 990-PF | $141,009 | $77,579 | $63,430 | $484,589 | $0 | $484,589 |
| June 30, 2023 | 990-PF | $75,532 | $68,573 | $6,959 | $421,160 | $0 | $421,160 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $100,198
- Dividends
- $9,856
- Interest
- $171
- Net gain from sales of assets
- $47,454
Expenses
- Grants and similar amounts paid
- $80,800
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $80,800
- Excise tax on investment income
- $1,514
Balance sheet and other
- Total assets, start of year
- $484,589
- Total assets, end of year
- $555,319
- Total liabilities, end of year
- $0
- Net assets, end of year
- $555,319
- Fair market value of assets
- $788,134
- Qualifying distributions
- $80,800
- Net investment income
- $108,928
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 |
|---|---|---|---|
| ROBERT J KING JR 26400 BRICK LANE, BONITA SPRINGS, FL 34134 | TRUSTEE | 0.7 | $0 |
| CATHY J KING 26400 BRICK LANE, BONITA SPRINGS, FL 34134 | TRUSTEE | 0.7 | $0 |
| ELIZABETH A KING 3914 N DAMEN AVE 202, CHICAGO, IL 60618 | TRUSTEE | 0.7 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J KING JR 26400 BRICK LANE, BONITA SPRINGS, FL 34134 | TRUSTEE | 0.7 | $0 |
| CATHY J KING 26400 BRICK LANE, BONITA SPRINGS, FL 34134 | TRUSTEE | 0.7 | $0 |
| ELIZABETH A KING 3914 N DAMEN AVE 202, CHICAGO, IL 60618 | TRUSTEE | 0.7 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J KING JR 26400 BRICK LANE, BONITA SPRINGS, FL 34134 | TRUSTEE | 0.7 | $0 |
| CATHY J KING 26400 BRICK LANE, BONITA SPRINGS, FL 34134 | TRUSTEE | 0.7 | $0 |
| ELIZABETH A KING 3914 N DAMEN AVE 202, CHICAGO, IL 60618 | TRUSTEE | 0.7 | $0 |
Address and contacts
- Address (IRS master file)
- 26400 BRICK LN, BONITA SPGS, FL 34134-5626
- Signed the 990-PF
- ROBERT J KING JR, TRUSTEE
- Phone
- (216) 408-0724
- Return prepared by
- WEBER & STERLING LLC
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
- 34-7106580
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $555,319
- Income (IRS master file)
- $215,919
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $157,679 | $86,949 | $555,319 | XML |
| 990-PF | June 2024 | $141,009 | $77,579 | $484,589 | XML |
| 990-PF | June 2023 | $75,532 | $68,573 | $421,160 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 34-7106580).
Questions about CATHY & ROBERT J KING JR FAM FOUNDATION TR
- What is the EIN of CATHY & ROBERT J KING JR FAM FOUNDATION TR?
- The employer identification number (EIN) of CATHY & ROBERT J KING JR FAM FOUNDATION TR is 34-7106580.
- Is CATHY & ROBERT J KING JR FAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to CATHY & ROBERT J KING JR FAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CATHY & ROBERT J KING JR FAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CATHY & ROBERT J KING JR FAM FOUNDATION TR 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 CATHY & ROBERT J KING JR FAM FOUNDATION TR 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 CATHY & ROBERT J KING JR FAM FOUNDATION TR?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CATHY & ROBERT J KING JR FAM FOUNDATION TR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $157,679, expenses of $86,949 and total assets of $555,319 at year end.
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