Civic Intelligence

Kingsley Trust Association

990 • Fiscal year 2017 • EIN 06-0706508

Jun 01, 2016 to May 31, 2017 • Filed on Apr 12, 2018

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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

9th percentile

-27%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

41st percentile

1.5%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

67%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$9,963,104

Up $146,389 (+1.5%) from 2016

Net Assets

Up

$9,956,296

Up $154,541 (+1.6%) from 2016

Liabilities

Down

$6,808

Down $8,152 (-54%) from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin9th percentile

Revenue

Up

$594,787

Up $239,103 (+67%) from 2016

Expenses

Up

$755,476

Up $106,539 (+16%) from 2016

Net Income

Up

-$160,689

Up $132,564 (+45%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2017

Assets$9,963,104
Liabilities$6,808
Net Assets$9,956,296
Open 2017 Filing

Operations Trend

Revenue Growth90th 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

2017

Revenue$594,787
Expenses$755,476
Net Income-$160,689
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 12, 2018
Return Version
2016v3.0
Gross Receipts
$4,091,174
Mission and Program Overview

Mission

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

ACADEMIC SUPPORT; The Kingsley Trust Association is a not-for-profit organization dedicated to providing intellectual and cultural improvement and academic assistance for members of the Yale University community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,728,294$8,086,982▲ $358,688
Land, Buildings, and Equipment, Net$1,729,910$1,649,415▼ $80,495
Savings and Temporary Cash Investments$190,189$147,200▼ $42,989
Cash and Non-Interest-Bearing Accounts$110,728$22,374▼ $88,354
Intangible Assets$2,767$2,306▼ $461
Total Assets$9,816,715$9,963,104▲ $146,389
Other Assets Total$54,827$54,827→ $0
Liabilities
Accounts Payable and Accrued Expenses$12,303$6,808▼ $5,495
Other Liabilities$2,657$0▼ $2,657
Total Liabilities$14,960$6,808▼ $8,152
Net Assets / Fund Balance
Unrestricted Net Assets$9,801,755$9,956,296▲ $154,541
Total Net Assets Fund Balance$9,801,755$9,956,296▲ $154,541
Total Liabilities and Net Assets / Fund Balance$9,816,715$9,963,104▲ $146,389

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,349,402$1,009,954$2,359,356
Other Land Buildings$292,913$318,346$611,259
Land$7,100-$7,100

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$9,801,755$167,232▲ $742,778$654,983$9,956,289
2015$10,493,935$107,475▼ $150,718$613,961$9,801,755
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
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
James RobertsonPresident
Sarah F RussellVice President
Daniel D GravesSecretary
Leonard B ShavelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$167,239
Program Service Revenue
$0
Investment Income
$427,548
Other Revenue
$0
All Other Contributions
$167,239
Change in Net Assets
$-160,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$590,387
Salaries, Compensation, and Employee Benefits$92,494
Grants and Similar Amounts Paid$72,595
Total Fundraising Expense$13,922
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$124,350--$124,350
Other Salaries and Wages$83,632--$83,632
Depreciation Depletion$82,807--$82,807
Grants to Domestic Individuals$72,595--$72,595
Other Expenses$32,776--$32,776
Fees for Services Accounting$32,375--$32,375
Fees for Service Investment Mgmnt Fees$31,078--$31,078
Office Expenses-$13,058$13,922$26,980
Insurance$23,743--$23,743
Fees for Services Other$21,857--$21,857
Travel$7,632--$7,632
Other Employee Benefits$5,122--$5,122
Payroll Taxes$3,740--$3,740
Conferences and Meetings$2,879--$2,879
Information Technology$291--$291
Total Functional Expenses$728,496$13,058$13,922$755,476
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
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 11B

“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
2018-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leonard Shavel
Formed
1860
Legal Domicile
Ct
Voting Board Members
17
Independent Board Members
17
Employees
4
Volunteers
0

Preparer

Firm
Marcum Llp
Address
555 LONG WHARF DRIVE, NEW HAVEN, CT 06511
Preparer
Cathiann Bellard
Phone
2037819600
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“prior period adjustment -33,000.”

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 Association?s 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, 2017, 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 421 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/PublicSupportPY170Pct00.19270
IRS990ScheduleA/PublicSupportTotal170Amt0471996
IRS990ScheduleA/SubstantialContributorsTotAmt01231272
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0167238
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0107475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0152757
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01088024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0187774
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01703268
IRS990ScheduleA/TotalSupportAmt02411336
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01349402
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01009954
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02359356
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0OTHER SCHOLARLY PURSUITS
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt027898
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09801755
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0167232
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09956289
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt072595
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0742778
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0654983
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt015966
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010493935
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0107475
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09801755
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt019010
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-150718
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0613961
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010771728
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0152757
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010493935
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt029175
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0191105
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0592480
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt030632
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09127672
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01088024
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010771728
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt060620
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01221961
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0574677
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt035995
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08332007
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0187774
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09127672
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt021775
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01265894
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0600233
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt07100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07100
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0292913
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0318346
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0611259
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 Association?s 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, 2017, 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/TotalBookValueLandBuildingsAmt01649415
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt072595
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt015
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/ExplanationTxt2prior period adjustment -33,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09816715
IRS990/TotalAssetsEOYAmt09963104
IRS990/TotalAssetsGrp/BOYAmt09816715
IRS990/TotalAssetsGrp/EOYAmt09963104
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0167239
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt013922
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013058
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0728496
IRS990/TotalFunctionalExpensesGrp/TotalAmt0755476
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014960
IRS990/TotalLiabilitiesEOYAmt06808
IRS990/TotalLiabilitiesGrp/BOYAmt014960
IRS990/TotalLiabilitiesGrp/EOYAmt06808
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09801755
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09956296
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0728496
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0427548
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0594787
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09816715
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09963104
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07632
IRS990/TravelGrp/TotalAmt07632
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt09801755
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09956296
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0530 INDIAN FIELD ROAD
IRS990/USAddress/CityNm0GREENWICH
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006830
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD SHAVEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02037871915
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-12
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,963,104
Liabilities
$6,808
Net assets
$9,956,296
Revenue
$594,787
Expenses
$755,476
Net income
-$160,689
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