Nonprofit · EIN 45-3831446
DAN AND LILLIAN KING FOUNDATION
Tax-exempt · MONTEREY, CA 93940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $64,866 | $90,482 | -$25,616 | $1,188,920 | $0 | $1,188,920 |
| June 30, 2024 | 990-PF | $199,901 | $92,101 | $107,800 | $1,214,536 | $0 | $1,214,536 |
| June 30, 2023 | 990-PF (amended) | $239,089 | $78,046 | $161,043 | $1,106,736 | $0 | $1,106,736 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $50,702
- Interest
- $33
- Net gain from sales of assets
- $14,131
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $80,000
- Excise tax on investment income
- $902
Balance sheet and other
- Total assets, start of year
- $1,214,536
- Total assets, end of year
- $1,188,920
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,188,920
- Fair market value of assets
- $1,188,920
- Net investment income
- $64,866
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 |
|---|---|---|---|
| Stephen Collins 449 Alvarado Street, Monterey, CA 93940 | Executive Dir. | 24 | $80,000 |
| Nader Agha 449 Alvarado Street, Monterey, CA 93940 | Chairman | 5 | $0 |
| Safwat Malek 449 Alvarado Street, Monterey, CA 93940 | Vice Chairman | 5 | $0 |
| Ronald Weitzman 449 Alvarado Street, Monterey, CA 93940 | Secretary | 5 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen Collins 449 Alvarado Street, Monterey, CA 93940 | Executive Dir. | 24 | $75,000 |
| Nader Agha 449 Alvarado Street, Monterey, CA 93940 | Chairman | 5 | $0 |
| Safwat Malek 449 Alvarado Street, Monterey, CA 93940 | Vice Chairman | 5 | $0 |
| Ronald Weitzman 449 Alvarado Street, Monterey, CA 93940 | Secretary | 5 | $0 |
990-PF for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen Collins 449 Alvarado Street, Monterey, CA 93940 | Executive Dir. | 24 | $70,000 |
| Nader Agha 449 Alvarado Street, Monterey, CA 93940 | Chairman | 5 | $0 |
| Safwat Malek 449 Alvarado Street, Monterey, CA 93940 | Vice Chairman | 5 | $0 |
| Ronald Weitzman 449 Alvarado Street, Monterey, CA 93940 | Secretary | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 449 ALVARADO ST, MONTEREY, CA 93940-2720
- In care of
- % NADER AGHA
- Signed the 990-PF
- Nader Agha, President
- Phone
- (831) 594-9711
- Return prepared by
- WARD ACCOUNTANCY INC
California records
California keeps its own records of charities and corporations. Search them by EIN 45-3831446 or by the name DAN AND LILLIAN KING FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 45-3831446
- 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
- 2012
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,188,920
- Income (IRS master file)
- $84,866
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $64,866 | $90,482 | $1,188,920 | IRS |
| 990-PF | June 2024 | $199,901 | $92,101 | $1,214,536 | IRS |
| 990-PF | June 2023 | $239,089 | $78,046 | $1,106,736 | 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 45-3831446).
Questions about DAN AND LILLIAN KING FOUNDATION
- What is the EIN of DAN AND LILLIAN KING FOUNDATION?
- The employer identification number (EIN) of DAN AND LILLIAN KING FOUNDATION is 45-3831446.
- Is DAN AND LILLIAN KING FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to DAN AND LILLIAN KING FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAN AND LILLIAN KING FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAN AND LILLIAN KING FOUNDATION 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 DAN AND LILLIAN KING FOUNDATION 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 DAN AND LILLIAN KING FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $80,000 (Stephen Collins, Executive Dir.).
- How much revenue does DAN AND LILLIAN KING FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $64,866, expenses of $90,482 and total assets of $1,188,920 at year end.
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