Civic Intelligence

Kingsley Trust Association

990 • Fiscal year 2015 • EIN 06-0706508

Jun 01, 2014 to May 31, 2015 • Filed on Apr 14, 2016

Organization ProfileN/A
201934 Yale StationNew Haven, CT 06520

(203) 787-1915

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

29th percentile

-2.6%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$10,494,135

Down $277,693 (-2.6%) from 2014

Net Assets

Down

$10,493,935

Down $277,793 (-2.6%) from 2014

Liabilities

Up

$200

Up $100 (+100%) from 2014

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin87th percentile

Revenue

Down

$955,159

Down $970,796 (-50%) from 2014

Expenses

Down

$621,655

Down $44,274 (-6.6%) from 2014

Net Income

Down

$333,504

Down $926,522 (-74%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $9,208,627Liabilities 2011: $100Net Assets 2011: $9,208,5272011Assets 2012: $8,332,107Liabilities 2012: $100Net Assets 2012: $8,332,0072012Assets 2013: $9,127,772Liabilities 2013: $100Net Assets 2013: $9,127,6722013Assets 2014: $10,771,828Liabilities 2014: $100Net Assets 2014: $10,771,7282014Assets 2015: $10,494,135Liabilities 2015: $200Net Assets 2015: $10,493,9352015Assets 2016: $9,816,715Liabilities 2016: $14,960Net Assets 2016: $9,801,7552016Assets 2017: $9,963,104Liabilities 2017: $6,808Net Assets 2017: $9,956,2962017Assets 2018: $12,108,117Liabilities 2018: $35,632Net Assets 2018: $12,072,4852018Assets 2019: $12,112,180Liabilities 2019: $31,940Net Assets 2019: $12,080,2402019Assets 2020: $12,629,467Liabilities 2020: $5,452Net Assets 2020: $12,624,0152020Assets 2021: $16,060,996Liabilities 2021: $37,914Net Assets 2021: $16,023,0822021Assets 2022: $14,881,769Liabilities 2022: $64,126Net Assets 2022: $14,817,6432022Assets 2023: $14,226,919Liabilities 2023: $45,094Net Assets 2023: $14,181,8252023Assets 2024: $16,008,319Liabilities 2024: $36,036Net Assets 2024: $15,972,2832024

Highlighted filing

2015

Assets$10,494,135
Liabilities$200
Net Assets$10,493,935
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $831,645Expenses 2011: $798,218Net Income 2011: $33,4272011Revenue 2012: $446,327Expenses 2012: $643,213Net Income 2012: -$196,8862012Revenue 2013: $852,552Expenses 2013: $658,003Net Income 2013: $194,5492013Revenue 2014: $1,925,955Expenses 2014: $665,929Net Income 2014: $1,260,0262014Revenue 2015: $955,159Expenses 2015: $621,655Net Income 2015: $333,5042015Revenue 2016: $355,684Expenses 2016: $648,937Net Income 2016: -$293,2532016Revenue 2017: $594,787Expenses 2017: $755,476Net Income 2017: -$160,6892017Revenue 2018: $3,168,749Expenses 2018: $546,548Net Income 2018: $2,622,2012018Revenue 2019: $741,068Expenses 2019: $550,820Net Income 2019: $190,2482019Revenue 2020: $910,524Expenses 2020: $540,173Net Income 2020: $370,3512020Revenue 2021: $737,038Expenses 2021: $440,313Net Income 2021: $296,7252021Revenue 2022: $294,178Expenses 2022: $578,513Net Income 2022: -$284,3352022Revenue 2023: $756,937Expenses 2023: $631,145Net Income 2023: $125,7922023Revenue 2024: $576,656Expenses 2024: $533,870Net Income 2024: $42,7862024

Highlighted filing

2015

Revenue$955,159
Expenses$621,655
Net Income$333,504
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Apr 14, 2016
Return Version
2014v6.0
Gross Receipts
$3,360,110
Mission and Program Overview

Mission

Academic support; providing intellectual and cultural improvement and academic assistance for members of the yale university community

ACADEMIC SUPPORT;

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,527,527$8,560,575▲ $33,048
Land, Buildings, and Equipment, Net$1,704,520$1,778,253▲ $73,733
Cash and Non-Interest-Bearing Accounts$80,884$87,203▲ $6,319
Savings and Temporary Cash Investments$436,258$10,049▼ $426,209
Intangible Assets$3,689$3,228▼ $461
Total Assets$10,771,828$10,494,135▼ $277,693
Other Assets Total$18,950$54,827▲ $35,877
Liabilities
Accounts Payable and Accrued Expenses$100$100→ $0
Other Liabilities$0$100▲ $100
Total Liabilities$100$200▲ $100
Net Assets / Fund Balance
Unrestricted Net Assets$10,771,728$10,493,935▼ $277,793
Total Net Assets Fund Balance$10,771,728$10,493,935▼ $277,793
Total Liabilities and Net Assets / Fund Balance$10,771,828$10,494,135▼ $277,693

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,457,426$868,545$2,325,971
Other Land Buildings$313,727$297,080$610,807
Land$7,100-$7,100

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$10,771,728$152,757▲ $191,105$592,480$10,493,935
2013$9,127,672$1,088,024▲ $1,221,961$574,677$10,771,728
2012$8,332,007$187,774▲ $1,265,894$600,233$9,127,672
2011$9,208,527$124,417▼ $357,724$613,323$8,332,007
2010$8,314,542$247,116▲ $1,445,087$647,190$9,208,527
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Alan PlattusPresident
James RobertsonVice President
Sarah RussellSecretary
Leonard ShavelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$152,757
Program Service Revenue
$0
Investment Income
$802,402
Other Revenue
$0
All Other Contributions
$152,757
Change in Net Assets
$333,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$501,966
Salaries, Compensation, and Employee Benefits$90,514
Grants and Similar Amounts Paid$29,175
Total Fundraising Expense$3,545
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$122,714--$122,714
Other Salaries and Wages$83,989--$83,989
Depreciation Depletion$79,893--$79,893
Fees for Service Investment Mgmnt Fees$38,267--$38,267
Fees for Services Accounting$36,396--$36,396
Insurance$29,677--$29,677
Grants to Domestic Individuals$29,175--$29,175
Fees for Services Other$25,396--$25,396
Office Expenses$20,523--$20,523
Travel$10,876--$10,876
Payroll Taxes$6,525--$6,525
Conferences and Meetings$4,183--$4,183
Other Expenses$15,731-$3,545$3,545
Information Technology$130--$130
Total Functional Expenses$618,110$0$3,545$621,655
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the executive committee.”

Form 990, Part VI, Section C, Line 19

“Form 990 is available upon request for the public to review”

Filing and Contact Details

Filer

Filer Name
Kingsley Trust Association
EIN
06-0706508
Phone
2037871915
Address
201934 YALE STATION, NEW HAVEN, CT 06520

Signing Officer

Name
Leonard Shavel
Title
Treasurer
Phone
2037871915
Signed
2016-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leonard Shavel
Formed
1860
Legal Domicile
Ct
Voting Board Members
18
Independent Board Members
18
Employees
8
Volunteers
0

Preparer

Firm
Marcum Llp
Address
555 LONG WHARF DRIVE, NEW HAVEN, CT 06511
Preparer
John Mezzanotte
Phone
2037771099
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

“Historical furnishings, books and artworks relating to the association and yale university. Further exempt purpose by immersion in the rich academic history of yale university. Collection is made available to other scholars and museum curator from yale and similar organizations.”

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the associations management to evaluate tax positions taken by the association and recognize a tax liability if it has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken by the association, and has concluded that as of may 31, 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. In addition, the association has no unrelated business income.”

Raw XML AppendixShowing 400 of 411 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/FactsAndCircumstancesTestTxt0CONTRIBUTIONS (PUBLIC SUPPORT) ARE NORMALLY 50% OF THE ASSOCIATIONS ANNUAL NET INCOME. EXCESS CONTRIBUTIONS DURING PREVIOUS YEARS BY CERTAIN INDIVIDUALS FOR SPECIAL PROJECTS HAVE REDUCED THE PUBLIC SUPPORT PERCENTAGE.
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0124417
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0247116
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01800088
IRS990ScheduleA/TotalSupportAmt02547018
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt054827
IRS990ScheduleD/BuildingsGrp/BookValueAmt01457426
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0868545
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02325971
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0OTHER SCHOLARLY PURSUITS
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010771728
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0152757
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010493935
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt029175
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0191105
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0592480
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt030632
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09127672
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01088024
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010771728
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt060620
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01221961
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0574677
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt035995
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08332007
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0187774
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09127672
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt021775
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01265894
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0600233
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt029890
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09208527
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0124417
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08332007
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-357724
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0613323
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt032553
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08314542
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0247116
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09208527
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0118475
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01445087
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0647190
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt07100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07100
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0313727
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0297080
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0610807
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HISTORICAL FURNISHINGS, BOOKS AND ARTWORKS RELATING TO THE ASSOCIATION AND YALE UNIVERSITY. FURTHER EXEMPT PURPOSE BY IMMERSION IN THE RICH ACADEMIC HISTORY OF YALE UNIVERSITY. COLLECTION IS MADE AVAILABLE TO OTHER SCHOLARS AND MUSEUM CURATOR FROM YALE AND SIMILAR ORGANIZATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ASSOCIATIONS MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. IN ADDITION, THE ASSOCIATION HAS NO UNRELATED BUSINESS INCOME.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01778253
IRS990ScheduleD/TotalLiabilityAmt0100
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt029175
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS AVAILABLE UPON REQUEST FOR THE PUBLIC TO REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010771828
IRS990/TotalAssetsEOYAmt010494135
IRS990/TotalAssetsGrp/BOYAmt010771828
IRS990/TotalAssetsGrp/EOYAmt010494135
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0152757
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03545
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0618110
IRS990/TotalFunctionalExpensesGrp/TotalAmt0621655
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0100
IRS990/TotalLiabilitiesEOYAmt0200
IRS990/TotalLiabilitiesGrp/BOYAmt0100
IRS990/TotalLiabilitiesGrp/EOYAmt0200
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010771728
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IRS990/TotalProgramServiceExpensesAmt0618110
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0802402
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt010876
IRS990/TravelGrp/TotalAmt010876
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt010771728
IRS990/UnrestrictedNetAssetsGrp/EOYAmt010493935
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0530 INDIAN FIELD ROAD
IRS990/USAddress/CityNm0GREENWICH
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006830
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD SHAVEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02037871915
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KINGSLEY TRUST ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0KING
ReturnHeader/Filer/EIN0060706508
ReturnHeader/Filer/PhoneNum02037871915
ReturnHeader/Filer/USAddress/AddressLine1Txt0201934 YALE STATION
ReturnHeader/Filer/USAddress/CityNm0NEW HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006520
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,494,135
Liabilities
$200
Net assets
$10,493,935
Revenue
$955,159
Expenses
$621,655
Net income
$333,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.0$0.04$16.0$0.58$0.53$0.04
2023Detailed filing. Detailed filing data is available for this year.$14.2$0.05$14.2$0.76$0.63$0.13
2022Detailed filing. Detailed filing data is available for this year.$14.9$0.06$14.8$0.29$0.58$0.28
2021Detailed filing. Detailed filing data is available for this year.$16.1$0.04$16.0$0.74$0.44$0.30
2020Detailed filing. Detailed filing data is available for this year.$12.6$0.01$12.6$0.91$0.54$0.37
2019Detailed filing. Detailed filing data is available for this year.$12.1$0.03$12.1$0.74$0.55$0.19
2018Detailed filing. Detailed filing data is available for this year.$12.1$0.04$12.1$3.17$0.55$2.62
2017Detailed filing. Detailed filing data is available for this year.$9.96$0.01$9.96$0.59$0.76$0.16
2016Detailed filing. Detailed filing data is available for this year.$9.82$0.01$9.80$0.36$0.65$0.29
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.96$0.62$0.33
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.93$0.67$1.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.13$0.00$9.13$0.85$0.66$0.19
2012Summary only. Only limited summary data is available for this year.$8.33$0.00$8.33$0.45$0.64$0.20
2011Summary only. Only limited summary data is available for this year.$9.21$0.00$9.21$0.83$0.80$0.03